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 673 institutions that hold shares in the stock, with a total of 161 Million shares, which have been reported (via 13F filing form) to have a value of $3.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vaughan David Investments LLC
Peoria, IL |
Feb 04, 2025 Q4 2024 |
11,236
shares
|
$257,192
0.01% of portfolio
|
Q4 2024
Added 49.26%
|
|
|
Souders Financial Advisors
|
Feb 06, 2025 Q4 2024 |
11,217
shares
|
$256,757
0.04% of portfolio
|
Q4 2024
Added 99.98%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
11,197
shares
|
$256,299
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Feb 14, 2025 Q4 2024 |
11,000
shares
|
$251,790
0.01% of portfolio
|
Q4 2024
Added 66.67%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
10,956
shares
|
$250,782
0.01% of portfolio
|
Q4 2024
Added 104.63%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
10,920
shares
|
$249,958
0.86% of portfolio
|
Q3 2022
Added 16.07%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
10,768
shares
|
$246,479
0.01% of portfolio
|
Q4 2024
Added 74.13%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
10,759
shares
|
$246,273
0.02% of portfolio
|
Q4 2024
Added 17.58%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Feb 06, 2025 Q4 2024 |
10,653
shares
|
$243,847
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
10,548
shares
|
$241,443
0.04% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Whelan Financial
|
Feb 13, 2025 Q4 2024 |
10,461
shares
|
$239,452
0.09% of portfolio
|
Q4 2024
Added 86.8%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
10,334
shares
|
$236,545
0.0% of portfolio
|
Q4 2024
Added 108.77%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
10,293
shares
|
$235,606
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Maple Capital Management, Inc.
|
Feb 05, 2025 Q4 2024 |
10,194
shares
|
$233,340
0.02% of portfolio
|
Q4 2024
Added 97.86%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
10,178
shares
|
$232,974
0.42% of portfolio
|
Q3 2024
Reduced 17.42%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
10,134
shares
|
$231,967
0.04% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
10,128
shares
|
$231,829
0.01% of portfolio
|
Q4 2024
Reduced 29.68%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
10,035
shares
|
$229,701
0.02% of portfolio
|
Q4 2022
Reduced 85.11%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
9,988
shares
|
$228,625
0.01% of portfolio
|
Q4 2024
Added 102.64%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
9,962
shares
|
$228,030
0.17% of portfolio
|
Q4 2024
Added 69.05%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
9,803
shares
|
$224,390
0.1% of portfolio
|
Q4 2024
Added 101.71%
|
|
|
Quantum Capital Management, LLC
Northfield, NJ |
Feb 12, 2025 Q4 2024 |
9,705
shares
|
$222,147
0.03% of portfolio
|
Q4 2024
Added 100.68%
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Feb 04, 2025 Q4 2024 |
9,587
shares
|
$219,446
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
9,393
shares
|
$215,005
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Feb 10, 2025 Q4 2024 |
9,224
shares
|
$211,137
0.15% of portfolio
|
Q4 2024
New holding
|