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 712 institutions that hold shares in the stock, with a total of 169 Million shares, which have been reported (via 13F filing form) to have a value of $3.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cutler Investment Counsel LLC
|
Jul 28, 2025 Q2 2025 |
70,204
shares
|
$1.65 Million
0.19% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
69,487
shares
|
$1.64 Million
0.19% of portfolio
|
Q2 2025
Reduced 8.95%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
69,406
shares
|
$1.63 Million
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
67,566
shares
|
$1.59 Million
0.14% of portfolio
|
Q2 2025
Reduced 9.43%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
66,669
shares
|
$1.57 Million
0.08% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Sterling Investment Management, LLC
|
Jul 30, 2025 Q2 2025 |
66,630
shares
|
$1.57 Million
1.12% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
66,355
shares
|
$1.56 Million
0.18% of portfolio
|
Q2 2025
Reduced 14.25%
|
|
|
Mendel Capital Management LLC
|
Aug 14, 2025 Q2 2025 |
65,038
shares
|
$1.53 Million
0.87% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Jul 28, 2025 Q2 2025 |
64,280
shares
|
$1.51 Million
1.66% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
64,161
shares
|
$1.51 Million
0.08% of portfolio
|
Q2 2025
Added 26.71%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
64,035
shares
|
$1.51 Million
0.01% of portfolio
|
Q2 2025
Reduced 48.26%
|
|
|
Apcm Wealth Management For Individuals
|
Jul 29, 2025 Q2 2025 |
63,953
shares
|
$1.51 Million
0.21% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
63,936
shares
|
$1.51 Million
0.34% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
63,715
shares
|
$1.5 Million
0.03% of portfolio
|
Q2 2025
Added 26.19%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
63,474
shares
|
$1.49 Million
0.45% of portfolio
|
Q2 2025
Added 4.32%
|
|
|
Farnam Financial LLC
Phoenix, AZ |
Aug 12, 2025 Q2 2025 |
62,252
shares
|
$1.47 Million
1.3% of portfolio
|
Q2 2025
Reduced 5.76%
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
60,495
shares
|
$1.42 Million
0.2% of portfolio
|
Q2 2025
Added 4.26%
|
|
|
Seneca Financial Advisors LLC
Rochester, NY |
Aug 27, 2025 Q2 2025 |
59,469
shares
|
$1.4 Million
0.53% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
58,835
shares
|
$1.39 Million
0.34% of portfolio
|
Q3 2022
Reduced 44.01%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
58,601
shares
|
$1.38 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
58,299
shares
|
$1.37 Million
0.0% of portfolio
|
Q2 2025
Added 338.27%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
58,084
shares
|
$1.37 Million
0.93% of portfolio
|
Q2 2025
Added 17.01%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Aug 07, 2025 Q2 2025 |
58,040
shares
|
$1.37 Million
0.67% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
57,988
shares
|
$1.37 Million
0.16% of portfolio
|
Q2 2025
Reduced 13.37%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
57,925
shares
|
$1.36 Million
0.39% of portfolio
|
Q2 2025
Added 8.8%
|