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 |
|---|---|---|---|---|---|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
17,975
shares
|
$423,311
1.55% of portfolio
|
Q3 2022
Added 4.62%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
17,818
shares
|
$419,613
0.05% of portfolio
|
Q2 2025
Reduced 82.23%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
17,672
shares
|
$416,175
0.1% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Rba Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
17,643
shares
|
$415,492
0.15% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
17,517
shares
|
$412,525
0.07% of portfolio
|
Q2 2025
Added 53.6%
|
|
|
F Dx Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
17,362
shares
|
$408,875
0.12% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Jul 11, 2025 Q2 2025 |
17,178
shares
|
$404,541
0.18% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Joule Financial, LLC
|
Jul 22, 2025 Q2 2025 |
16,959
shares
|
$399,384
0.13% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
16,828
shares
|
$396,299
0.01% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
16,658
shares
|
$392,295
0.01% of portfolio
|
Q2 2025
Reduced 45.14%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
16,597
shares
|
$390,859
0.37% of portfolio
|
Q2 2025
Added 9.28%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
16,479
shares
|
$388,080
0.03% of portfolio
|
Q2 2025
Reduced 12.14%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Jul 15, 2025 Q2 2025 |
16,468
shares
|
$387,821
0.15% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Courage Miller Partners, LLC
|
Jul 25, 2025 Q2 2025 |
16,466
shares
|
$387,774
0.12% of portfolio
|
Q4 2024
Added 99.3%
|
|
|
Lansing Street Advisors
|
Jul 23, 2025 Q2 2025 |
16,345
shares
|
$384,924
0.12% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Fulcrum Equity Management
|
Aug 25, 2025 Q2 2025 |
16,342
shares
|
$384,854
0.41% of portfolio
|
Q2 2025
Reduced 15.18%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
16,252
shares
|
$382,734
0.11% of portfolio
|
Q2 2025
Reduced 11.78%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jul 29, 2025 Q2 2025 |
15,850
shares
|
$373,267
0.13% of portfolio
|
Q2 2025
Reduced 6.6%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
15,744
shares
|
$370,771
0.01% of portfolio
|
Q2 2025
Reduced 50.06%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jul 30, 2025 Q2 2025 |
15,663
shares
|
$368,863
0.04% of portfolio
|
Q2 2025
Reduced 11.12%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
15,510
shares
|
$365,260
0.05% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
15,476
shares
|
$364,459
0.01% of portfolio
|
Q2 2025
Reduced 24.9%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
15,435
shares
|
$363,494
0.46% of portfolio
|
Q4 2023
Reduced 15.08%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
15,119
shares
|
$356,052
0.04% of portfolio
|
Q2 2025
Reduced 21.9%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Aug 14, 2025 Q2 2025 |
15,068
shares
|
$354,851
0.24% of portfolio
|
Q2 2025
Reduced 4.48%
|