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 |
|---|---|---|---|---|---|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Sep 04, 2025 Q2 2025 |
1,221,958
shares
|
$28.8 Million
19.05% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Kilter Howling LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
1,190,816
shares
|
$28 Million
16.49% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
1,175,683
shares
|
$27.7 Million
1.09% of portfolio
|
Q2 2025
Added 343.48%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
1,170,551
shares
|
$27.6 Million
6.05% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Aug 11, 2025 Q2 2025 |
1,153,479
shares
|
$27.2 Million
11.06% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,144,096
shares
|
$26.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Mokosak Advisory Group, LLC
|
Jul 17, 2025 Q2 2025 |
1,082,876
shares
|
$25.5 Million
7.09% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Aug 07, 2025 Q2 2025 |
1,027,933
shares
|
$24.2 Million
6.09% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
|
Towercrest Capital Management
Newtown, PA |
Aug 05, 2025 Q2 2025 |
1,027,933
shares
|
$24.2 Million
4.28% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
1,013,857
shares
|
$23.9 Million
0.02% of portfolio
|
Q2 2025
Added 10.4%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,013,258
shares
|
$23.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 53.6%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
990,638
shares
|
$23.3 Million
0.39% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
985,860
shares
|
$23.2 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
976,395
shares
|
$23 Million
8.29% of portfolio
|
Q2 2025
Reduced 11.65%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
965,775
shares
|
$22.7 Million
0.14% of portfolio
|
Q4 2024
Added 9.08%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
932,303
shares
|
$22 Million
0.12% of portfolio
|
Q2 2025
Added 18.02%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Aug 11, 2025 Q2 2025 |
928,881
shares
|
$21.9 Million
9.52% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Tenret CO LLC
|
Jul 16, 2025 Q2 2025 |
873,474
shares
|
$20.6 Million
11.05% of portfolio
|
Q2 2025
Added 5.06%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
865,452
shares
|
$20.4 Million
0.01% of portfolio
|
Q2 2025
Added 35.86%
|
|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Jul 16, 2025 Q2 2025 |
850,254
shares
|
$20 Million
19.48% of portfolio
|
Q2 2025
Reduced 11.3%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Aug 15, 2025 Q2 2025 |
759,597
shares
|
$17.9 Million
3.9% of portfolio
|
Q2 2025
Added 12.13%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
743,795
shares
|
$17.5 Million
2.56% of portfolio
|
Q2 2025
Reduced 10.05%
|
|
|
Revolve Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
724,791
shares
|
$17.1 Million
2.28% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
708,480
shares
|
$16.7 Million
0.67% of portfolio
|
Q2 2025
Reduced 45.14%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
682,961
shares
|
$16.1 Million
0.01% of portfolio
|
Q2 2025
Added 28.41%
|