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 |
|---|---|---|---|---|---|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
17,975
shares
|
$412,166
1.55% of portfolio
|
Q3 2022
Added 4.62%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
17,943
shares
|
$411,432
0.0% of portfolio
|
Q3 2024
Reduced 16.92%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
17,839
shares
|
$409,048
0.5% of portfolio
|
Q3 2024
Added 10.26%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
17,522
shares
|
$401,779
0.04% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
17,476
shares
|
$400,724
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
17,375
shares
|
$398,408
0.02% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2024 Q3 2024 |
17,307
shares
|
$396,849
0.6% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
17,294
shares
|
$396,551
0.15% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
17,280
shares
|
$396,230
0.01% of portfolio
|
Q3 2024
Reduced 5.21%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
17,241
shares
|
$395,336
0.01% of portfolio
|
Q3 2024
Reduced 23.02%
|
|
|
Signet Investment Advisory Group, Inc.
|
Oct 23, 2024 Q3 2024 |
17,176
shares
|
$393,845
0.41% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Nov 12, 2024 Q3 2024 |
16,939
shares
|
$388,411
0.14% of portfolio
|
Q3 2024
Added 46.86%
|
|
|
Capital Insight Partners, LLC
|
Oct 09, 2024 Q3 2024 |
16,871
shares
|
$386,852
0.14% of portfolio
|
Q3 2024
Added 10.85%
|
|
|
Swmg, LLC
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
16,862
shares
|
$386,645
0.34% of portfolio
|
Q3 2024
Added 61.68%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
16,847
shares
|
$386,301
0.27% of portfolio
|
Q3 2024
Reduced 6.39%
|
|
|
Latitude Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
16,702
shares
|
$382,976
0.52% of portfolio
|
Q3 2024
Added 19.72%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
16,228
shares
|
$372,108
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
15,841
shares
|
$363,234
0.74% of portfolio
|
Q3 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
15,582
shares
|
$357,295
0.04% of portfolio
|
Q3 2024
Added 112.78%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
15,543
shares
|
$356,400
0.1% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
15,435
shares
|
$353,924
0.46% of portfolio
|
Q4 2023
Reduced 15.08%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
15,372
shares
|
$352,479
0.38% of portfolio
|
Q3 2024
Added 23.87%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
15,282
shares
|
$350,416
0.47% of portfolio
|
Q3 2024
Reduced 8.59%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
15,056
shares
|
$345,234
0.0% of portfolio
|
Q3 2024
Reduced 8.0%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
15,035
shares
|
$344,752
0.02% of portfolio
|
Q2 2024
Added 24.81%
|