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 |
|---|---|---|---|---|---|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
50,264
shares
|
$1.18 Million
0.01% of portfolio
|
Q2 2025
Added 40.87%
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
50,235
shares
|
$1.18 Million
0.66% of portfolio
|
Q2 2025
Reduced 64.88%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Sep 11, 2025 Q2 2025 |
49,935
shares
|
$1.18 Million
0.86% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
49,062
shares
|
$1.16 Million
0.1% of portfolio
|
Q2 2025
Added 382.04%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
49,012
shares
|
$1.15 Million
0.57% of portfolio
|
Q1 2025
Added 25.71%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
47,243
shares
|
$1.11 Million
0.14% of portfolio
|
Q2 2025
Added 11.43%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
46,995
shares
|
$1.11 Million
0.98% of portfolio
|
Q2 2025
Added 80.9%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
46,894
shares
|
$1.1 Million
0.18% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
46,234
shares
|
$1.09 Million
0.4% of portfolio
|
Q2 2025
Reduced 13.88%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
46,001
shares
|
$1.08 Million
0.08% of portfolio
|
Q2 2025
Reduced 24.79%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
45,560
shares
|
$1.07 Million
0.08% of portfolio
|
Q1 2025
Reduced 18.53%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Aug 06, 2025 Q2 2025 |
45,363
shares
|
$1.07 Million
0.87% of portfolio
|
Q2 2025
New holding
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Aug 04, 2025 Q2 2025 |
45,363
shares
|
$1.07 Million
0.8% of portfolio
|
Q2 2025
Added 38.53%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
44,477
shares
|
$1.05 Million
0.08% of portfolio
|
Q2 2025
Added 15.01%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
44,374
shares
|
$1.05 Million
1.97% of portfolio
|
Q4 2022
Reduced 33.06%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
43,935
shares
|
$1.03 Million
0.24% of portfolio
|
Q4 2023
Added 61.42%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
43,740
shares
|
$1.03 Million
6.76% of portfolio
|
Q3 2023
Reduced 3.44%
|
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
43,401
shares
|
$1.02 Million
0.2% of portfolio
|
Q2 2025
Reduced 10.88%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
43,337
shares
|
$1.02 Million
0.16% of portfolio
|
Q2 2025
Reduced 41.47%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
43,109
shares
|
$1.02 Million
0.04% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
42,945
shares
|
$1.01 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
42,831
shares
|
$1.01 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Aug 12, 2025 Q2 2025 |
42,607
shares
|
$1 Million
0.94% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Aug 14, 2025 Q2 2025 |
42,227
shares
|
$994,445
0.32% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Shearwater Capital LLC
|
Jul 14, 2025 Q2 2025 |
41,789
shares
|
$984,130
0.61% of portfolio
|
Q4 2024
Added 99.99%
|