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 706 institutions that hold shares in the stock, with a total of 171 Million shares, which have been reported (via 13F filing form) to have a value of $3.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,221,592
shares
|
$28.2 Million
0.01% of portfolio
|
Q1 2025
Added 256.38%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
1,170,551
shares
|
$27 Million
6.05% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Theory Financial LLC
Fort Collins, CO |
May 02, 2025 Q1 2025 |
1,168,241
shares
|
$27 Million
11.89% of portfolio
|
Q1 2025
Reduced 11.96%
|
|
|
Kilter Howling LLC
Boulder, CO |
May 14, 2025 Q1 2025 |
1,165,547
shares
|
$26.9 Million
17.25% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
1,164,805
shares
|
$26.9 Million
18.76% of portfolio
|
Q1 2025
Added 107.18%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,145,542
shares
|
$26.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 39.97%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
1,136,753
shares
|
$26.3 Million
1.04% of portfolio
|
Q1 2025
Added 18.38%
|
|
|
Flc Capital Advisors
|
May 05, 2025 Q1 2025 |
1,134,534
shares
|
$26.2 Million
5.96% of portfolio
|
Q1 2025
Added 5.2%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
1,109,646
shares
|
$25.6 Million
0.38% of portfolio
|
Q1 2025
Added 145.34%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Apr 23, 2025 Q1 2025 |
1,105,136
shares
|
$25.5 Million
10.18% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
May 08, 2025 Q1 2025 |
1,089,446
shares
|
$25.2 Million
6.61% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Towercrest Capital Management
Newtown, PA |
May 08, 2025 Q1 2025 |
1,089,446
shares
|
$25.2 Million
4.7% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Mokosak Advisory Group, LLC
|
Jul 17, 2025 Q2 2025 |
1,082,876
shares
|
$25 Million
7.09% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
1,008,813
shares
|
$23.3 Million
0.05% of portfolio
|
Q1 2025
Reduced 7.24%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
990,638
shares
|
$22.9 Million
0.39% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
965,775
shares
|
$22.3 Million
0.14% of portfolio
|
Q4 2024
Added 9.08%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
May 29, 2025 Q1 2025 |
949,067
shares
|
$21.9 Million
10.59% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
918,319
shares
|
$21.2 Million
0.02% of portfolio
|
Q1 2025
Added 61.43%
|
|
|
Tenret CO LLC
|
Jul 16, 2025 Q2 2025 |
873,474
shares
|
$20.2 Million
11.05% of portfolio
|
Q2 2025
Added 5.06%
|
|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Jul 16, 2025 Q2 2025 |
850,254
shares
|
$19.6 Million
19.48% of portfolio
|
Q2 2025
Reduced 11.3%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
789,936
shares
|
$18.2 Million
0.11% of portfolio
|
Q1 2025
Reduced 12.69%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
743,795
shares
|
$17.2 Million
2.56% of portfolio
|
Q2 2025
Reduced 10.05%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
742,926
shares
|
$17.2 Million
2.6% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
726,387
shares
|
$16.8 Million
0.15% of portfolio
|
Q1 2025
Reduced 8.01%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
708,480
shares
|
$16.4 Million
0.67% of portfolio
|
Q2 2025
Reduced 45.14%
|