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 |
|---|---|---|---|---|---|
|
Souders Financial Advisors
|
Aug 06, 2025 Q2 2025 |
10,846
shares
|
$255,423
0.04% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
10,763
shares
|
$253,468
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jul 22, 2025 Q2 2025 |
10,757
shares
|
$253,327
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gs Investments, Inc.
|
Aug 07, 2025 Q2 2025 |
10,708
shares
|
$252,173
0.11% of portfolio
|
Q2 2025
Reduced 19.78%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
10,653
shares
|
$250,878
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Lawson Kroeker Investment Management Inc
|
Jul 25, 2025 Q2 2025 |
10,623
shares
|
$250,171
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
10,580
shares
|
$249,159
0.21% of portfolio
|
Q2 2025
Added 12.64%
|
|
|
Vista Capital Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
10,440
shares
|
$245,862
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Manchester Financial Inc
|
Jul 29, 2025 Q2 2025 |
10,430
shares
|
$245,626
0.06% of portfolio
|
Q2 2025
Reduced 19.03%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Jul 31, 2025 Q2 2025 |
10,421
shares
|
$245,414
0.01% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Quantum Capital Management, LLC
Northfield, NJ |
Aug 14, 2025 Q2 2025 |
10,360
shares
|
$243,978
0.03% of portfolio
|
Q2 2025
Added 3.98%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
10,354
shares
|
$243,836
0.04% of portfolio
|
Q2 2025
Reduced 23.83%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
10,215
shares
|
$240,563
0.0% of portfolio
|
Q2 2025
Reduced 40.63%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Aug 14, 2025 Q2 2025 |
10,147
shares
|
$238,961
0.21% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Aug 06, 2025 Q2 2025 |
10,134
shares
|
$238,655
0.04% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Kaizen Financial Strategies
|
Aug 08, 2025 Q2 2025 |
10,060
shares
|
$236,913
0.13% of portfolio
|
Q2 2025
Added 13.54%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
10,035
shares
|
$236,324
0.02% of portfolio
|
Q4 2022
Reduced 85.11%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
10,012
shares
|
$235,782
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Jul 14, 2025 Q2 2025 |
10,008
shares
|
$235,688
0.11% of portfolio
|
Q2 2025
Reduced 13.35%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Aug 12, 2025 Q2 2025 |
10,000
shares
|
$235,500
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Aug 05, 2025 Q2 2025 |
9,944
shares
|
$234,181
0.16% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
9,909
shares
|
$233,356
0.02% of portfolio
|
Q2 2025
Reduced 13.68%
|
|
|
Youngs Advisory Group, Inc.
|
Jul 16, 2025 Q2 2025 |
9,744
shares
|
$229,471
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
9,724
shares
|
$229,000
0.01% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
9,648
shares
|
$227,210
0.09% of portfolio
|
Q2 2025
Reduced 14.01%
|