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 |
|---|---|---|---|---|---|
|
New Harbor Financial Group, LLC
Leominster, MA |
Aug 13, 2025 Q2 2025 |
20,900
shares
|
$492,195
0.11% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Sawgrass Asset Management LLC
|
Aug 08, 2025 Q2 2025 |
20,602
shares
|
$485,177
0.05% of portfolio
|
Q4 2024
Added 78.13%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
20,527
shares
|
$483,410
0.01% of portfolio
|
Q1 2025
Added 6.08%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
20,485
shares
|
$482,421
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
One Advisory Partners, LLC
|
Jul 25, 2025 Q2 2025 |
20,224
shares
|
$476,275
0.19% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
20,072
shares
|
$472,695
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
20,055
shares
|
$472,295
0.39% of portfolio
|
Q3 2023
Reduced 16.08%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 11, 2025 Q2 2025 |
19,724
shares
|
$464,500
0.38% of portfolio
|
Q2 2025
Reduced 7.47%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
19,714
shares
|
$464,264
0.45% of portfolio
|
Q1 2024
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
19,614
shares
|
$461,909
0.0% of portfolio
|
Q4 2022
Reduced 3.31%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
19,610
shares
|
$461,815
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Values Added Financial LLC
Washington, DC |
Jul 23, 2025 Q2 2025 |
19,541
shares
|
$460,190
0.22% of portfolio
|
Q2 2025
Reduced 83.99%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
19,517
shares
|
$459,625
0.07% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
19,481
shares
|
$458,777
0.18% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
19,188
shares
|
$451,877
0.0% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Financial Consulate, Inc
|
Jul 17, 2025 Q2 2025 |
19,172
shares
|
$451,500
0.09% of portfolio
|
Q2 2025
Reduced 10.67%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
19,116
shares
|
$450,181
0.26% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
19,078
shares
|
$449,286
0.01% of portfolio
|
Q2 2025
Reduced 20.1%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
19,013
shares
|
$447,756
0.01% of portfolio
|
Q2 2025
Added 1445.77%
|
|
|
Bowman & CO S.C.
|
Jul 09, 2025 Q2 2025 |
18,936
shares
|
$445,942
0.2% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
18,799
shares
|
$442,716
0.24% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Aug 08, 2025 Q2 2025 |
18,603
shares
|
$438,100
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
18,379
shares
|
$432,825
0.01% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
18,047
shares
|
$425,006
0.23% of portfolio
|
Q1 2025
Reduced 7.45%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
18,043
shares
|
$424,912
0.03% of portfolio
|
Q2 2025
Added 15.07%
|