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 631 institutions that hold shares in the stock, with a total of 109 Million shares, which have been reported (via 13F filing form) to have a value of $2.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pioneer Wealth Management Group
Austin, TX |
Oct 07, 2024 Q3 2024 |
546,321
shares
|
$12.6 Million
12.38% of portfolio
|
Q3 2024
Added 64.55%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jul 25, 2024 Q2 2024 |
543,450
shares
|
$12.6 Million
18.96% of portfolio
|
Q2 2024
New holding
|
|
|
Towercrest Capital Management
Newtown, PA |
Aug 06, 2024 Q2 2024 |
542,867
shares
|
$12.6 Million
4.02% of portfolio
|
Q2 2024
Added 1.85%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Jul 12, 2024 Q2 2024 |
540,527
shares
|
$12.5 Million
6.88% of portfolio
|
Q2 2024
Added 4.4%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
522,460
shares
|
$12.1 Million
0.0% of portfolio
|
Q2 2024
Added 1.3%
|
|
|
Flc Capital Advisors
|
Oct 16, 2024 Q3 2024 |
518,968
shares
|
$12 Million
5.73% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Jul 26, 2024 Q2 2024 |
516,104
shares
|
$11.9 Million
10.02% of portfolio
|
Q2 2024
Added 16.63%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
512,342
shares
|
$11.9 Million
0.06% of portfolio
|
Q2 2024
Reduced 7.53%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
506,894
shares
|
$11.7 Million
0.0% of portfolio
|
Q2 2024
Added 3.15%
|
|
|
Austin Private Wealth, LLC
|
Jul 16, 2024 Q2 2024 |
506,459
shares
|
$11.7 Million
2.45% of portfolio
|
Q2 2024
Added 5.17%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
503,235
shares
|
$11.6 Million
0.55% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Mokosak Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
488,832
shares
|
$11.3 Million
6.97% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
451,188
shares
|
$10.4 Million
0.27% of portfolio
|
Q3 2024
Added 109.68%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
386,547
shares
|
$8.94 Million
0.15% of portfolio
|
Q2 2024
Reduced 1.2%
|
|
|
Kilter Howling LLC
Boulder, CO |
Aug 14, 2024 Q2 2024 |
379,782
shares
|
$8.79 Million
11.79% of portfolio
|
Q2 2024
Reduced 41.64%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
373,999
shares
|
$8.65 Million
2.78% of portfolio
|
Q3 2024
New holding
|
|
|
Tenret CO LLC
|
Jul 29, 2024 Q2 2024 |
351,642
shares
|
$8.14 Million
11.1% of portfolio
|
Q2 2024
Added 2.47%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
342,877
shares
|
$7.93 Million
2.6% of portfolio
|
Q3 2024
Added 9.38%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 13, 2024 Q2 2024 |
333,281
shares
|
$7.71 Million
1.23% of portfolio
|
Q2 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
332,321
shares
|
$7.69 Million
0.04% of portfolio
|
Q2 2024
Reduced 2.11%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
318,006
shares
|
$7.36 Million
0.24% of portfolio
|
Q2 2024
Added 3.08%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
307,017
shares
|
$7.1 Million
0.1% of portfolio
|
Q2 2024
Added 34.62%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
296,487
shares
|
$6.86 Million
3.19% of portfolio
|
Q3 2024
Added 34780.82%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 17, 2024 Q2 2024 |
289,241
shares
|
$6.69 Million
2.59% of portfolio
|
Q2 2024
Added 44.16%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Oct 23, 2024 Q3 2024 |
285,755
shares
|
$6.61 Million
8.84% of portfolio
|
Q3 2024
Added 13.87%
|