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 628 institutions that hold shares in the stock, with a total of 82.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
31,531
shares
|
$723,951
0.03% of portfolio
|
Q3 2024
Reduced 82.42%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
31,081
shares
|
$713,619
0.18% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
30,573
shares
|
$701,956
0.02% of portfolio
|
Q3 2024
Added 80.18%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
30,556
shares
|
$701,565
0.17% of portfolio
|
Q3 2024
Added 14.5%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Oct 28, 2024 Q3 2024 |
30,550
shares
|
$701,428
0.66% of portfolio
|
Q1 2024
New holding
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
30,272
shares
|
$695,045
0.25% of portfolio
|
Q3 2024
Reduced 21.29%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
30,266
shares
|
$694,907
0.1% of portfolio
|
Q3 2024
Added 8.03%
|
|
|
Blossom Wealth Management
|
Oct 22, 2024 Q3 2024 |
29,655
shares
|
$680,878
2.85% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Sterling Investment Management, LLC
|
Oct 18, 2024 Q3 2024 |
29,617
shares
|
$680,006
1.1% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
29,416
shares
|
$675,391
0.2% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
29,390
shares
|
$674,794
0.32% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Apcm Wealth Management For Individuals
|
Nov 04, 2024 Q3 2024 |
29,303
shares
|
$672,796
0.21% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Oct 11, 2024 Q3 2024 |
29,150
shares
|
$669,284
0.48% of portfolio
|
Q3 2024
Added 10.6%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
28,779
shares
|
$660,765
0.1% of portfolio
|
Q3 2024
Added 440.65%
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
28,726
shares
|
$659,548
0.43% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
28,500
shares
|
$654,360
0.38% of portfolio
|
Q3 2024
Added 126.46%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
28,463
shares
|
$653,510
0.05% of portfolio
|
Q3 2024
Added 99.81%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
28,153
shares
|
$646,392
0.35% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
27,869
shares
|
$639,872
0.06% of portfolio
|
Q3 2024
Reduced 61.59%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
27,769
shares
|
$637,576
0.02% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
27,036
shares
|
$620,746
0.11% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
W Advisors, LLC
Germantown, TN |
Oct 28, 2024 Q3 2024 |
26,902
shares
|
$617,669
0.79% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
26,516
shares
|
$608,807
0.51% of portfolio
|
Q1 2023
Added 2.43%
|
|
|
Twele Capital Management, Inc.
|
Oct 07, 2024 Q3 2024 |
26,181
shares
|
$601,115
0.26% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Orcam Financial Group
Encinitas, CA |
Nov 14, 2024 Q3 2024 |
26,167
shares
|
$600,794
1.21% of portfolio
|
Q3 2024
Added 0.34%
|