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 |
|---|---|---|---|---|---|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
66,355
shares
|
$1.53 Million
0.18% of portfolio
|
Q2 2025
Reduced 14.25%
|
|
|
Apcm Wealth Management For Individuals
|
May 01, 2025 Q1 2025 |
66,274
shares
|
$1.53 Million
0.24% of portfolio
|
Q1 2025
Added 6.87%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 24, 2025 Q2 2025 |
66,105
shares
|
$1.53 Million
0.39% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Sterling Investment Management, LLC
|
Apr 15, 2025 Q1 2025 |
66,088
shares
|
$1.53 Million
1.13% of portfolio
|
Q1 2025
Added 4.64%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Apr 24, 2025 Q1 2025 |
64,280
shares
|
$1.48 Million
1.79% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
64,035
shares
|
$1.48 Million
0.01% of portfolio
|
Q2 2025
Reduced 48.26%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
64,033
shares
|
$1.48 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Mendel Capital Management LLC
|
Apr 24, 2025 Q1 2025 |
63,922
shares
|
$1.48 Million
0.91% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
63,474
shares
|
$1.47 Million
0.45% of portfolio
|
Q2 2025
Added 4.32%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
61,161
shares
|
$1.41 Million
0.1% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
60,921
shares
|
$1.41 Million
0.66% of portfolio
|
Q1 2025
Added 3.88%
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
60,495
shares
|
$1.4 Million
0.2% of portfolio
|
Q2 2025
Added 4.26%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Apr 30, 2025 Q1 2025 |
59,500
shares
|
$1.37 Million
0.62% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
58,835
shares
|
$1.36 Million
0.34% of portfolio
|
Q3 2022
Reduced 44.01%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
58,601
shares
|
$1.35 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
58,084
shares
|
$1.34 Million
0.93% of portfolio
|
Q2 2025
Added 17.01%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
57,925
shares
|
$1.34 Million
0.39% of portfolio
|
Q2 2025
Added 8.8%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
May 02, 2025 Q1 2025 |
57,740
shares
|
$1.33 Million
0.73% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
57,448
shares
|
$1.33 Million
0.04% of portfolio
|
Q4 2023
Reduced 26.77%
|
|
|
Sage Financial Management Group, Inc.
|
Jul 21, 2025 Q2 2025 |
57,283
shares
|
$1.32 Million
0.46% of portfolio
|
Q2 2025
Reduced 7.44%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
56,991
shares
|
$1.32 Million
1.01% of portfolio
|
Q1 2025
Added 144.59%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
56,835
shares
|
$1.31 Million
0.16% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
56,580
shares
|
$1.31 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.29%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jul 23, 2025 Q2 2025 |
56,481
shares
|
$1.3 Million
0.42% of portfolio
|
Q2 2025
Reduced 49.49%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
56,007
shares
|
$1.29 Million
0.02% of portfolio
|
Q1 2025
Added 0.84%
|