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 |
|---|---|---|---|---|---|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
35,000
shares
|
$824,250
0.49% of portfolio
|
Q2 2025
Reduced 9.28%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
33,953
shares
|
$799,593
0.05% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
33,947
shares
|
$799,451
0.39% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
33,721
shares
|
$794,129
0.24% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
33,602
shares
|
$791,327
0.02% of portfolio
|
Q2 2025
Added 15.27%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
33,578
shares
|
$790,761
0.08% of portfolio
|
Q2 2025
Reduced 51.54%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
33,342
shares
|
$785,204
0.0% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
33,083
shares
|
$779,104
0.0% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
32,761
shares
|
$771,521
0.21% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
32,541
shares
|
$766,340
0.05% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Powers Advisory Group, LLC
|
Jul 18, 2025 Q2 2025 |
32,332
shares
|
$761,418
0.33% of portfolio
|
Q2 2025
Added 11.84%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
32,019
shares
|
$754,047
0.08% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
31,402
shares
|
$739,517
0.38% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Aug 18, 2025 Q2 2025 |
31,203
shares
|
$734,830
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
31,076
shares
|
$731,839
0.26% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
30,955
shares
|
$728,990
0.01% of portfolio
|
Q2 2025
Reduced 29.75%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
30,772
shares
|
$724,680
0.04% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
30,761
shares
|
$724,421
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
30,664
shares
|
$722,137
0.41% of portfolio
|
Q2 2025
Reduced 8.47%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
30,566
shares
|
$719,829
0.01% of portfolio
|
Q2 2025
Added 36.56%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Aug 13, 2025 Q2 2025 |
30,489
shares
|
$718,015
0.13% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Jul 25, 2025 Q2 2025 |
30,166
shares
|
$710,409
0.44% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
30,037
shares
|
$707,371
0.06% of portfolio
|
Q2 2025
Reduced 67.72%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
29,987
shares
|
$706,193
0.04% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
29,956
shares
|
$705,463
0.85% of portfolio
|
Q1 2025
Reduced 0.76%
|