Institutional Ownership Schwab Us Aggregate Bond ETF (SCHZ)
This table provides information about the institutional ownership of Schwab Us Aggregate Bond ETF (SCHZ). We have compiled data on the 706 institutions that hold shares in the stock, with a total of 171 Million shares, which have been reported (via 13F filing form) to have a value of $3.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
86,570
shares
|
$2 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.94%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
85,901
shares
|
$1.98 Million
2.56% of portfolio
|
Q2 2023
New holding
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
84,652
shares
|
$1.96 Million
0.54% of portfolio
|
Q2 2025
Reduced 5.31%
|
|
|
Lathrop Investment Management Corp
|
May 12, 2025 Q1 2025 |
84,147
shares
|
$1.94 Million
0.39% of portfolio
|
Q1 2025
Added 12.35%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
82,391
shares
|
$1.9 Million
0.46% of portfolio
|
Q1 2025
Added 903.54%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
81,624
shares
|
$1.89 Million
0.22% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
81,376
shares
|
$1.88 Million
0.0% of portfolio
|
Q1 2025
Reduced 75.83%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Jul 01, 2025 Q2 2025 |
80,931
shares
|
$1.87 Million
1.26% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
Blossom Wealth Management
|
Jul 16, 2025 Q2 2025 |
80,700
shares
|
$1.86 Million
3.32% of portfolio
|
Q2 2025
Added 10.65%
|
|
|
Range Financial Group LLC
|
Jul 08, 2025 Q2 2025 |
80,097
shares
|
$1.85 Million
0.79% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
79,129
shares
|
$1.83 Million
1.12% of portfolio
|
Q1 2025
Added 10.09%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
78,301
shares
|
$1.81 Million
0.63% of portfolio
|
Q1 2025
Added 3.44%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
76,228
shares
|
$1.76 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
75,318
shares
|
$1.74 Million
0.0% of portfolio
|
Q1 2025
Added 4.42%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
75,109
shares
|
$1.74 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
74,603
shares
|
$1.72 Million
0.16% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
74,284
shares
|
$1.72 Million
0.71% of portfolio
|
Q2 2024
Reduced 1.13%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
74,045
shares
|
$1.71 Million
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
May 13, 2025 Q1 2025 |
73,882
shares
|
$1.71 Million
0.69% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
73,706
shares
|
$1.7 Million
0.41% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
73,638
shares
|
$1.7 Million
1.07% of portfolio
|
Q2 2025
Reduced 14.22%
|
|
|
Cutler Investment Counsel LLC
|
May 08, 2025 Q1 2025 |
70,201
shares
|
$1.62 Million
0.2% of portfolio
|
Q1 2025
Added 80.56%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
69,487
shares
|
$1.61 Million
0.19% of portfolio
|
Q2 2025
Reduced 8.95%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
66,936
shares
|
$1.55 Million
0.21% of portfolio
|
Q1 2025
Reduced 9.2%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
66,719
shares
|
$1.54 Million
0.53% of portfolio
|
Q1 2025
Added 11.71%
|