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 673 institutions that hold shares in the stock, with a total of 161 Million shares, which have been reported (via 13F filing form) to have a value of $3.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
27,396
shares
|
$627,094
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
26,990
shares
|
$617,801
0.02% of portfolio
|
Q4 2024
Added 20.64%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
26,516
shares
|
$606,951
0.51% of portfolio
|
Q1 2023
Added 2.43%
|
|
|
Ahl Investment Management, Inc.
|
Jan 16, 2025 Q4 2024 |
26,243
shares
|
$600,702
0.42% of portfolio
|
Q4 2024
Added 214.33%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
26,151
shares
|
$598,596
0.01% of portfolio
|
Q4 2024
Added 172.01%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
26,091
shares
|
$597,222
0.11% of portfolio
|
Q4 2024
Added 96.28%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
25,923
shares
|
$593,377
0.01% of portfolio
|
Q4 2024
Added 50.02%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 28, 2025 Q4 2024 |
25,275
shares
|
$578,544
0.12% of portfolio
|
Q4 2024
Added 102.65%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Feb 13, 2025 Q4 2024 |
25,239
shares
|
$577,720
0.43% of portfolio
|
Q4 2024
Added 98.02%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Feb 13, 2025 Q4 2024 |
25,123
shares
|
$575,065
0.11% of portfolio
|
Q4 2024
Added 98.08%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
25,085
shares
|
$574,195
0.15% of portfolio
|
Q4 2024
Added 27.18%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
24,996
shares
|
$572,158
0.09% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
24,782
shares
|
$567,259
1.17% of portfolio
|
Q4 2022
Added 31.62%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
24,593
shares
|
$562,933
0.41% of portfolio
|
Q1 2024
Reduced 10.84%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
24,544
shares
|
$561,812
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Liberty Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
24,534
shares
|
$561,583
0.13% of portfolio
|
Q4 2024
Added 94.37%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
24,521
shares
|
$561,285
0.78% of portfolio
|
Q3 2022
Added 1.15%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
24,263
shares
|
$555,380
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
24,184
shares
|
$553,571
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dentgroup LLC
|
Jan 03, 2025 Q4 2024 |
24,112
shares
|
$551,923
0.44% of portfolio
|
Q4 2024
Added 100.28%
|
|
|
Legacy Wealth Management, Inc
|
Jan 21, 2025 Q4 2024 |
23,892
shares
|
$546,887
0.03% of portfolio
|
Q4 2024
Added 121.96%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
23,884
shares
|
$546,704
0.34% of portfolio
|
Q4 2024
Added 122.72%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jan 17, 2025 Q4 2024 |
23,882
shares
|
$546,658
0.54% of portfolio
|
Q4 2024
Added 100.05%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
23,876
shares
|
$546,521
0.01% of portfolio
|
Q4 2024
Added 120.36%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
23,301
shares
|
$533,359
0.91% of portfolio
|
Q2 2024
Added 2.42%
|