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 627 institutions that hold shares in the stock, with a total of 81.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
26,005
shares
|
$596,294
0.21% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
25,809
shares
|
$591,800
0.55% of portfolio
|
Q3 2024
Reduced 12.17%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
25,233
shares
|
$578,592
0.15% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
24,967
shares
|
$572,493
0.16% of portfolio
|
Q3 2024
Added 43.66%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
24,782
shares
|
$568,251
1.17% of portfolio
|
Q4 2022
Added 31.62%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 04, 2024 Q3 2024 |
24,634
shares
|
$564,857
0.16% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
24,593
shares
|
$563,917
0.41% of portfolio
|
Q1 2024
Reduced 10.84%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
24,521
shares
|
$562,266
0.78% of portfolio
|
Q3 2022
Added 1.15%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
24,258
shares
|
$556,235
0.06% of portfolio
|
Q3 2024
Reduced 45.39%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
23,990
shares
|
$550,090
0.1% of portfolio
|
Q3 2024
Added 7.82%
|
|
|
True North Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
23,913
shares
|
$548,325
0.3% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Burt Wealth Advisors
|
Oct 31, 2024 Q3 2024 |
23,439
shares
|
$537,456
0.28% of portfolio
|
Q1 2024
Added 0.55%
|
|
|
Manchester Financial Inc
|
Oct 24, 2024 Q3 2024 |
23,417
shares
|
$536,951
0.26% of portfolio
|
Q3 2024
Reduced 12.99%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
23,301
shares
|
$534,291
0.91% of portfolio
|
Q2 2024
Added 2.42%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
23,056
shares
|
$528,674
0.04% of portfolio
|
Q3 2024
Added 9.73%
|
|
|
Verity Wealth Advisors
|
Oct 02, 2024 Q3 2024 |
22,892
shares
|
$524,913
0.77% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
22,617
shares
|
$518,607
0.04% of portfolio
|
Q3 2024
Added 5.81%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
22,549
shares
|
$517,048
0.03% of portfolio
|
Q3 2024
Reduced 30.58%
|
|
|
Bowman & CO S.C.
|
Nov 07, 2024 Q3 2024 |
22,483
shares
|
$515,535
0.57% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
22,474
shares
|
$515,328
0.02% of portfolio
|
Q3 2024
Reduced 16.54%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
22,414
shares
|
$513,953
0.25% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
22,372
shares
|
$512,989
0.03% of portfolio
|
Q3 2024
Added 61.0%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Oct 21, 2024 Q3 2024 |
22,318
shares
|
$511,751
0.6% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
22,063
shares
|
$505,904
0.1% of portfolio
|
Q1 2023
Reduced 5.5%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
21,817
shares
|
$500,263
0.01% of portfolio
|
Q3 2024
Reduced 13.65%
|