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 648 institutions that hold shares in the stock, with a total of 124 Million shares, which have been reported (via 13F filing form) to have a value of $2.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
35,895
shares
|
$819,841
0.53% of portfolio
|
Q4 2024
Added 114.91%
|
|
|
Signet Investment Advisory Group, Inc.
|
Jan 29, 2025 Q4 2024 |
35,877
shares
|
$819,430
0.42% of portfolio
|
Q4 2024
Added 108.88%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jan 06, 2025 Q4 2024 |
35,622
shares
|
$813,606
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Aug 09, 2024 Q2 2024 |
35,539
shares
|
$811,710
0.58% of portfolio
|
Q2 2024
Added 5.22%
|
|
|
Juncture Wealth Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
35,342
shares
|
$807,211
0.3% of portfolio
|
Q4 2024
Added 95.91%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
34,675
shares
|
$791,977
1.02% of portfolio
|
Q3 2024
Added 16.23%
|
|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
34,666
shares
|
$791,771
1.02% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2024 Q3 2024 |
34,639
shares
|
$791,154
0.66% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
34,291
shares
|
$783,206
0.26% of portfolio
|
Q4 2024
Added 85.3%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
34,252
shares
|
$782,315
0.01% of portfolio
|
Q4 2024
Added 57.0%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
33,800
shares
|
$771,992
0.04% of portfolio
|
Q4 2024
Added 92.9%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Feb 07, 2025 Q4 2024 |
33,628
shares
|
$768,063
0.57% of portfolio
|
Q4 2024
Added 94.3%
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
33,408
shares
|
$763,038
0.36% of portfolio
|
Q4 2024
Added 29.44%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
33,225
shares
|
$758,859
0.02% of portfolio
|
Q4 2024
Added 70.4%
|
|
|
Lathrop Investment Management Corp
|
Nov 12, 2024 Q3 2024 |
32,348
shares
|
$738,828
0.29% of portfolio
|
Q3 2024
Added 15.63%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2024 Q3 2024 |
32,140
shares
|
$734,077
1.67% of portfolio
|
Q2 2024
Added 2.67%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
32,034
shares
|
$731,656
0.05% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
31,991
shares
|
$730,674
0.0% of portfolio
|
Q3 2024
Added 6.14%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Oct 24, 2024 Q3 2024 |
31,774
shares
|
$725,718
0.46% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
31,509
shares
|
$719,665
0.11% of portfolio
|
Q4 2024
Reduced 84.07%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
31,310
shares
|
$715,120
0.05% of portfolio
|
Q4 2024
Added 63.4%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jan 24, 2025 Q4 2024 |
31,010
shares
|
$708,268
0.23% of portfolio
|
Q4 2024
Reduced 38.27%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
30,864
shares
|
$704,933
0.55% of portfolio
|
Q4 2024
Added 153.84%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
30,573
shares
|
$698,287
0.02% of portfolio
|
Q3 2024
Added 80.18%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
30,272
shares
|
$691,412
0.25% of portfolio
|
Q3 2024
Reduced 21.29%
|