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 |
|---|---|---|---|---|---|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
12,587
shares
|
$296,423
0.08% of portfolio
|
Q2 2025
Reduced 24.53%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
12,432
shares
|
$292,773
0.0% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
12,410
shares
|
$292,255
0.32% of portfolio
|
Q2 2024
Added 10.48%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
12,348
shares
|
$290,795
0.04% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
12,312
shares
|
$289,947
0.21% of portfolio
|
Q2 2025
Reduced 7.62%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
12,312
shares
|
$289,947
0.03% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
12,262
shares
|
$288,770
0.01% of portfolio
|
Q2 2025
Reduced 18.51%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jul 21, 2025 Q2 2025 |
12,246
shares
|
$288,393
0.18% of portfolio
|
Q2 2025
Added 7.32%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
12,128
shares
|
$285,614
0.04% of portfolio
|
Q2 2025
Reduced 6.52%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
12,024
shares
|
$283,165
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Diversified Investment Strategies, LLC
|
Jul 28, 2025 Q2 2025 |
12,020
shares
|
$283,071
0.2% of portfolio
|
Q2 2025
Reduced 4.3%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
12,016
shares
|
$282,976
0.12% of portfolio
|
Q2 2025
Added 20.15%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
11,813
shares
|
$278,196
0.01% of portfolio
|
Q2 2025
Reduced 12.2%
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Jul 10, 2025 Q2 2025 |
11,764
shares
|
$277,042
0.29% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Aug 06, 2025 Q2 2025 |
11,755
shares
|
$276,830
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Jul 24, 2025 Q2 2025 |
11,571
shares
|
$272,497
0.18% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
11,492
shares
|
$270,636
0.22% of portfolio
|
Q2 2025
Reduced 18.88%
|
|
|
Access Financial Services, Inc.
|
Jul 18, 2025 Q2 2025 |
11,430
shares
|
$269,176
0.15% of portfolio
|
Q4 2024
Added 63.78%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,288
shares
|
$265,832
0.0% of portfolio
|
Q3 2024
Added 57.9%
|
|
|
Psi Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
11,113
shares
|
$261,711
0.13% of portfolio
|
Q2 2025
Added 19.88%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
11,101
shares
|
$261,428
0.01% of portfolio
|
Q2 2025
Reduced 39.21%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
11,029
shares
|
$259,732
0.02% of portfolio
|
Q2 2025
Reduced 32.12%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2025 Q2 2025 |
11,000
shares
|
$259,050
0.02% of portfolio
|
Q4 2024
Added 66.67%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
10,956
shares
|
$258,013
0.01% of portfolio
|
Q4 2024
Added 104.63%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
10,920
shares
|
$257,166
0.86% of portfolio
|
Q3 2022
Added 16.07%
|