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 |
|---|---|---|---|---|---|
|
Alley Investment Management Company, LLC
|
Jul 17, 2025 Q2 2025 |
14,917
shares
|
$351,295
0.04% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
14,876
shares
|
$350,329
0.04% of portfolio
|
Q2 2025
Added 21.25%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
14,652
shares
|
$345,054
0.17% of portfolio
|
Q1 2025
Reduced 6.05%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
14,596
shares
|
$343,735
0.16% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
14,594
shares
|
$343,688
0.25% of portfolio
|
Q4 2023
Reduced 0.57%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
14,550
shares
|
$342,652
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Midwest Heritage Bank, Fsb
|
Jul 16, 2025 Q2 2025 |
14,524
shares
|
$342,040
0.14% of portfolio
|
Q2 2025
Added 4.47%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
14,478
shares
|
$340,956
0.01% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
14,167
shares
|
$333,632
0.0% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
14,161
shares
|
$333,491
0.96% of portfolio
|
Q3 2023
Added 0.27%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
14,064
shares
|
$331,207
0.01% of portfolio
|
Q2 2025
Added 18.45%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
14,036
shares
|
$330,547
1.02% of portfolio
|
Q3 2023
Reduced 7.18%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
14,000
shares
|
$329,700
0.04% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Aug 14, 2025 Q2 2025 |
13,908
shares
|
$327,533
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
13,721
shares
|
$323,129
0.1% of portfolio
|
Q2 2025
Reduced 20.24%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jul 31, 2025 Q2 2025 |
13,653
shares
|
$321,528
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
13,497
shares
|
$317,854
0.06% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
13,435
shares
|
$316,394
0.09% of portfolio
|
Q2 2025
Added 14.18%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Aug 14, 2025 Q2 2025 |
13,381
shares
|
$315,122
0.0% of portfolio
|
Q2 2025
Reduced 96.12%
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
13,361
shares
|
$314,651
0.17% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
13,192
shares
|
$310,671
0.02% of portfolio
|
Q2 2025
Reduced 50.94%
|
|
|
Partners In Financial Planning
Salem, VA |
Aug 04, 2025 Q2 2025 |
12,986
shares
|
$305,820
0.06% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
12,892
shares
|
$303,606
0.01% of portfolio
|
Q2 2025
Reduced 30.49%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
12,871
shares
|
$303,112
0.19% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
12,650
shares
|
$297,907
0.09% of portfolio
|
Q2 2025
Added 1.02%
|