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 702 institutions that hold shares in the stock, with a total of 172 Million shares, which have been reported (via 13F filing form) to have a value of $4.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Oct 08, 2025 Q3 2025 |
1,250,430
shares
|
$29.3 Million
18.51% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Kilter Howling LLC
Boulder, CO |
Nov 12, 2025 Q3 2025 |
1,223,612
shares
|
$28.6 Million
15.99% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
1,215,223
shares
|
$28.4 Million
5.64% of portfolio
|
Q3 2025
Added 3.82%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Oct 28, 2025 Q3 2025 |
1,210,096
shares
|
$28.3 Million
11.19% of portfolio
|
Q3 2025
Added 4.91%
|
|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Oct 24, 2025 Q3 2025 |
1,205,971
shares
|
$28.2 Million
21.68% of portfolio
|
Q3 2025
Added 41.84%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
1,180,966
shares
|
$27.6 Million
2.34% of portfolio
|
Q3 2025
Reduced 6.12%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
1,171,388
shares
|
$27.4 Million
0.02% of portfolio
|
Q3 2025
Added 15.54%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
1,153,141
shares
|
$27 Million
0.54% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,138,562
shares
|
$26.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Mokosak Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
1,116,296
shares
|
$26.1 Million
6.85% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Towercrest Capital Management
Newtown, PA |
Oct 24, 2025 Q3 2025 |
1,063,942
shares
|
$24.9 Million
4.03% of portfolio
|
Q3 2025
Added 3.5%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Oct 28, 2025 Q3 2025 |
1,063,942
shares
|
$24.9 Million
5.58% of portfolio
|
Q3 2025
Added 3.5%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,059,552
shares
|
$24.8 Million
0.04% of portfolio
|
Q3 2025
Added 128.34%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
1,004,082
shares
|
$23.5 Million
0.37% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,000,282
shares
|
$23.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
992,096
shares
|
$23.2 Million
8.99% of portfolio
|
Q3 2025
Added 6.81%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
965,775
shares
|
$22.6 Million
0.14% of portfolio
|
Q4 2024
Added 9.08%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
935,642
shares
|
$21.9 Million
0.44% of portfolio
|
Q3 2025
Added 209215.88%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
932,303
shares
|
$21.8 Million
0.12% of portfolio
|
Q2 2025
Added 18.02%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 10, 2025 Q3 2025 |
923,494
shares
|
$21.6 Million
7.37% of portfolio
|
Q3 2025
Reduced 5.42%
|
|
|
Tenret CO LLC
|
Jul 16, 2025 Q2 2025 |
873,474
shares
|
$20.4 Million
11.05% of portfolio
|
Q2 2025
Added 5.06%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
863,051
shares
|
$20.2 Million
0.01% of portfolio
|
Q3 2025
Added 26.37%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
839,803
shares
|
$19.7 Million
3.9% of portfolio
|
Q3 2025
Added 10.56%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
828,833
shares
|
$19.4 Million
0.03% of portfolio
|
Q3 2025
Reduced 15.93%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
805,324
shares
|
$18.8 Million
2.59% of portfolio
|
Q3 2025
Added 8.27%
|