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 |
|---|---|---|---|---|---|
|
Capital Insight Partners, LLC
|
Jul 17, 2025 Q2 2025 |
29,875
shares
|
$703,556
0.12% of portfolio
|
Q2 2025
Reduced 21.58%
|
|
|
Legacy Wealth Management, Inc
|
Jul 17, 2025 Q2 2025 |
29,846
shares
|
$702,873
0.04% of portfolio
|
Q2 2025
Reduced 24.15%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
29,234
shares
|
$688,460
0.32% of portfolio
|
Q2 2025
Reduced 11.85%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Aug 13, 2025 Q2 2025 |
29,132
shares
|
$686,058
0.1% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jul 15, 2025 Q2 2025 |
28,996
shares
|
$682,855
0.19% of portfolio
|
Q2 2025
Reduced 6.55%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
28,677
shares
|
$675,343
0.03% of portfolio
|
Q2 2025
Reduced 15.35%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
28,472
shares
|
$670,515
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jul 14, 2025 Q2 2025 |
27,914
shares
|
$657,374
0.43% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
27,516
shares
|
$648,001
0.12% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jul 11, 2025 Q2 2025 |
27,464
shares
|
$646,777
0.52% of portfolio
|
Q2 2025
Reduced 9.72%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
27,413
shares
|
$645,576
0.02% of portfolio
|
Q2 2025
Added 6.65%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jul 16, 2025 Q2 2025 |
27,270
shares
|
$642,208
0.34% of portfolio
|
Q2 2025
Reduced 19.37%
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
26,740
shares
|
$629,727
0.27% of portfolio
|
Q2 2025
Reduced 12.84%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
26,620
shares
|
$626,901
0.02% of portfolio
|
Q2 2025
Added 9.76%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
26,516
shares
|
$624,451
0.51% of portfolio
|
Q1 2023
Added 2.43%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
25,678
shares
|
$604,716
0.06% of portfolio
|
Q2 2025
Reduced 21.79%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Jul 31, 2025 Q2 2025 |
25,443
shares
|
$599,182
0.09% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
25,133
shares
|
$591,882
0.05% of portfolio
|
Q2 2025
Added 26.66%
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
25,066
shares
|
$590,304
0.12% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
24,782
shares
|
$583,616
1.17% of portfolio
|
Q4 2022
Added 31.62%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
24,593
shares
|
$579,165
0.41% of portfolio
|
Q1 2024
Reduced 10.84%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Jul 23, 2025 Q2 2025 |
24,591
shares
|
$579,118
0.44% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
24,521
shares
|
$577,469
0.78% of portfolio
|
Q3 2022
Added 1.15%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
24,229
shares
|
$570,592
0.08% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
24,216
shares
|
$570,286
0.02% of portfolio
|
Q2 2025
Added 164.92%
|