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 |
|---|---|---|---|---|---|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
57,829
shares
|
$1.36 Million
0.42% of portfolio
|
Q2 2025
Reduced 13.32%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
57,543
shares
|
$1.36 Million
0.5% of portfolio
|
Q2 2025
Reduced 5.54%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
57,448
shares
|
$1.35 Million
0.04% of portfolio
|
Q4 2023
Reduced 26.77%
|
|
|
Sage Financial Management Group, Inc.
|
Jul 21, 2025 Q2 2025 |
57,283
shares
|
$1.35 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
|
$1.34 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
|
$1.34 Million
0.16% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Jul 30, 2025 Q2 2025 |
56,750
shares
|
$1.34 Million
0.55% of portfolio
|
Q2 2025
Reduced 4.62%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jul 23, 2025 Q2 2025 |
56,481
shares
|
$1.33 Million
0.42% of portfolio
|
Q2 2025
Reduced 49.49%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
55,572
shares
|
$1.31 Million
0.03% of portfolio
|
Q1 2025
Added 27.69%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
55,294
shares
|
$1.3 Million
1.95% of portfolio
|
Q1 2025
New holding
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
55,053
shares
|
$1.3 Million
0.31% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
55,017
shares
|
$1.3 Million
0.5% of portfolio
|
Q2 2025
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
54,956
shares
|
$1.29 Million
0.09% of portfolio
|
Q2 2025
Added 3.16%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
54,831
shares
|
$1.29 Million
0.78% of portfolio
|
Q2 2025
Added 30.45%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
54,312
shares
|
$1.28 Million
0.36% of portfolio
|
Q2 2025
Added 39.32%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
54,021
shares
|
$1.27 Million
0.68% of portfolio
|
Q1 2025
New holding
|
|
|
W Advisors, LLC
Germantown, TN |
Aug 07, 2025 Q2 2025 |
53,475
shares
|
$1.26 Million
0.73% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
53,228
shares
|
$1.25 Million
0.27% of portfolio
|
Q2 2025
Added 34.47%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 07, 2025 Q2 2025 |
53,067
shares
|
$1.25 Million
0.35% of portfolio
|
Q2 2025
Added 11.74%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
52,555
shares
|
$1.24 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.16%
|
|
|
K2 Financial Inc.
Glendora, CA |
Jul 17, 2025 Q2 2025 |
51,522
shares
|
$1.21 Million
1.04% of portfolio
|
Q2 2025
Added 16.14%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
51,514
shares
|
$1.21 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.95%
|
|
|
Twele Capital Management, Inc.
|
Jul 07, 2025 Q2 2025 |
51,142
shares
|
$1.2 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
50,539
shares
|
$1.19 Million
0.02% of portfolio
|
Q2 2025
Added 6.59%
|
|
|
Orcam Financial Group
Encinitas, CA |
Aug 15, 2025 Q2 2025 |
50,469
shares
|
$1.19 Million
1.03% of portfolio
|
Q2 2025
Reduced 1.87%
|