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 |
|---|---|---|---|---|---|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
24,161
shares
|
$568,991
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Dentgroup LLC
|
Jul 02, 2025 Q2 2025 |
24,157
shares
|
$568,897
0.42% of portfolio
|
Q2 2025
Reduced 9.14%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
23,957
shares
|
$564,187
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
23,932
shares
|
$563,598
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Jul 24, 2025 Q2 2025 |
23,788
shares
|
$560,207
0.11% of portfolio
|
Q2 2025
Added 71.98%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
23,476
shares
|
$552,859
0.06% of portfolio
|
Q2 2025
Reduced 14.12%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jul 11, 2025 Q2 2025 |
23,412
shares
|
$551,352
0.52% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
23,049
shares
|
$542,803
0.02% of portfolio
|
Q2 2025
Added 68.56%
|
|
|
Seek First Inc.
Campbell, CA |
Jul 10, 2025 Q2 2025 |
22,783
shares
|
$536,539
0.47% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
22,576
shares
|
$531,664
0.1% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
22,454
shares
|
$528,791
0.04% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jul 21, 2025 Q2 2025 |
22,377
shares
|
$526,978
0.26% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
22,200
shares
|
$522,810
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jul 29, 2025 Q2 2025 |
22,094
shares
|
$520,313
0.09% of portfolio
|
Q2 2025
Reduced 17.49%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
22,063
shares
|
$519,583
0.1% of portfolio
|
Q1 2023
Reduced 5.5%
|
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
21,979
shares
|
$517,605
0.2% of portfolio
|
Q2 2025
Reduced 21.79%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
21,971
shares
|
$517,417
0.0% of portfolio
|
Q2 2025
Reduced 17.02%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
21,886
shares
|
$515,415
0.04% of portfolio
|
Q1 2025
Reduced 25.44%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
21,760
shares
|
$512,448
0.01% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
21,670
shares
|
$510,328
0.14% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
21,622
shares
|
$509,198
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
21,591
shares
|
$508,468
0.0% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Flc Capital Advisors
|
Jul 29, 2025 Q2 2025 |
21,277
shares
|
$501,073
0.1% of portfolio
|
Q2 2025
Reduced 98.12%
|
|
|
Geometric Wealth Advisors
|
Aug 06, 2025 Q2 2025 |
21,216
shares
|
$499,636
0.08% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
21,186
shares
|
$498,930
0.04% of portfolio
|
Q2 2025
Reduced 5.83%
|