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 |
|---|---|---|---|---|---|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
41,730
shares
|
$982,741
0.22% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
41,206
shares
|
$970,401
0.15% of portfolio
|
Q4 2022
Reduced 20.92%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jul 28, 2025 Q2 2025 |
40,826
shares
|
$961,452
0.47% of portfolio
|
Q2 2025
Added 5.08%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
40,424
shares
|
$951,985
0.02% of portfolio
|
Q3 2024
Added 98.65%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
40,165
shares
|
$945,885
0.8% of portfolio
|
Q1 2025
Added 3.08%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Aug 14, 2025 Q2 2025 |
39,986
shares
|
$941,670
1.42% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Signet Investment Advisory Group, Inc.
|
Aug 01, 2025 Q2 2025 |
39,958
shares
|
$941,010
0.48% of portfolio
|
Q2 2025
Added 7.0%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
39,729
shares
|
$935,617
1.65% of portfolio
|
Q3 2024
Added 25.08%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
39,228
shares
|
$923,819
0.0% of portfolio
|
Q4 2024
Added 99.7%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
39,202
shares
|
$923,207
0.19% of portfolio
|
Q1 2025
Reduced 41.37%
|
|
|
Verity Wealth Advisors
|
Aug 07, 2025 Q2 2025 |
39,067
shares
|
$920,027
0.61% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2025 Q2 2025 |
38,774
shares
|
$913,127
0.5% of portfolio
|
Q2 2025
Reduced 7.46%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
38,351
shares
|
$903,166
0.66% of portfolio
|
Q1 2024
Reduced 14.11%
|
|
|
Fidelis I M, LLC
Medford, OR |
Jul 25, 2025 Q2 2025 |
37,360
shares
|
$879,828
0.39% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Aug 12, 2025 Q2 2025 |
37,267
shares
|
$877,637
0.5% of portfolio
|
Q2 2025
Reduced 16.36%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
37,011
shares
|
$871,609
0.57% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
36,706
shares
|
$864,426
0.01% of portfolio
|
Q2 2025
Reduced 79.43%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
36,544
shares
|
$860,611
0.02% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
36,214
shares
|
$852,839
1.43% of portfolio
|
Q2 2022
Reduced 0.9%
|
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
36,180
shares
|
$852,039
0.43% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
35,965
shares
|
$846,975
0.11% of portfolio
|
Q2 2025
Reduced 14.78%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
35,586
shares
|
$838,050
0.03% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Ahl Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
35,543
shares
|
$837,037
0.55% of portfolio
|
Q2 2025
Added 13.76%
|
|
|
Haven Private, LLC
Orlando, FL |
Aug 04, 2025 Q2 2025 |
35,518
shares
|
$836,448
0.37% of portfolio
|
Q2 2025
Reduced 16.73%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
35,313
shares
|
$831,621
0.02% of portfolio
|
Q2 2025
Reduced 15.95%
|