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 627 institutions that hold shares in the stock, with a total of 81.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 09, 2024 Q3 2024 |
10,213
shares
|
$234,184
0.26% of portfolio
|
Q2 2024
New holding
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2024 Q3 2024 |
10,188
shares
|
$233,610
0.23% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
10,178
shares
|
$233,381
0.42% of portfolio
|
Q3 2024
Reduced 17.42%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
10,035
shares
|
$230,102
0.02% of portfolio
|
Q4 2022
Reduced 85.11%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
10,030
shares
|
$229,987
0.01% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Anderson Hoagland & CO
|
Oct 07, 2024 Q3 2024 |
9,938
shares
|
$227,878
0.05% of portfolio
|
Q3 2024
Reduced 23.0%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 31, 2024 Q3 2024 |
9,832
shares
|
$225,447
0.34% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Financial Consulate, Inc
|
Oct 21, 2024 Q3 2024 |
9,827
shares
|
$225,333
0.13% of portfolio
|
Q4 2021
Reduced 0.53%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
9,820
shares
|
$225,172
0.06% of portfolio
|
Q4 2023
Reduced 31.82%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
9,819
shares
|
$225,149
0.27% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
9,805
shares
|
$224,828
0.03% of portfolio
|
Q3 2024
Reduced 6.3%
|
|
|
Wt Wealth Management
|
Oct 21, 2024 Q3 2024 |
9,643
shares
|
$221,113
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,614
shares
|
$220,449
0.0% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
9,606
shares
|
$220,265
0.25% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 22, 2024 Q3 2024 |
9,598
shares
|
$220,082
0.05% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Geometric Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
9,361
shares
|
$214,647
0.09% of portfolio
|
Q3 2024
Added 20.68%
|
|
|
Diversified Investment Strategies, LLC
|
Nov 05, 2024 Q3 2024 |
9,315
shares
|
$213,592
0.3% of portfolio
|
Q1 2024
Reduced 0.71%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
9,182
shares
|
$210,543
0.02% of portfolio
|
Q3 2024
Reduced 32.44%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
9,150
shares
|
$209,809
0.03% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
9,136
shares
|
$209,488
0.02% of portfolio
|
Q3 2024
Added 30.27%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
9,105
shares
|
$208,777
0.05% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Oct 09, 2024 Q3 2024 |
9,104
shares
|
$208,754
0.29% of portfolio
|
Q3 2024
Reduced 8.78%
|
|
|
Joule Financial, LLC
|
Oct 17, 2024 Q3 2024 |
9,055
shares
|
$207,631
0.16% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
8,969
shares
|
$205,659
0.25% of portfolio
|
Q3 2024
Added 80.94%
|
|
|
Rba Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
8,905
shares
|
$204,191
0.16% of portfolio
|
Q3 2024
Added 6.97%
|