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 |
|---|---|---|---|---|---|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
9,587
shares
|
$225,773
0.02% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
9,578
shares
|
$225,561
0.05% of portfolio
|
Q2 2025
Reduced 40.56%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
9,451
shares
|
$222,571
0.02% of portfolio
|
Q2 2025
Reduced 5.37%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
9,322
shares
|
$219,533
0.05% of portfolio
|
Q2 2025
Added 8.36%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
9,304
shares
|
$219,109
0.0% of portfolio
|
Q2 2025
Added 217.54%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
9,268
shares
|
$218,261
0.01% of portfolio
|
Q2 2025
Reduced 13.93%
|
|
|
Whelan Financial
|
Jul 21, 2025 Q2 2025 |
9,240
shares
|
$217,602
0.08% of portfolio
|
Q2 2025
Reduced 9.41%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jul 15, 2025 Q2 2025 |
9,201
shares
|
$216,683
0.1% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
9,106
shares
|
$214,446
0.18% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
9,046
shares
|
$213,033
0.0% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
9,024
shares
|
$212,515
0.0% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Maple Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
8,919
shares
|
$210,042
0.01% of portfolio
|
Q2 2025
Reduced 6.6%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jul 15, 2025 Q2 2025 |
8,893
shares
|
$209,430
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
8,891
shares
|
$209,383
0.01% of portfolio
|
Q4 2024
Added 102.67%
|
|
|
Index Fund Advisors, Inc.
|
Jul 25, 2025 Q2 2025 |
8,832
shares
|
$207,993
0.01% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
8,806
shares
|
$207,381
0.11% of portfolio
|
Q2 2025
Reduced 26.14%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
8,795
shares
|
$207,122
0.02% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
8,787
shares
|
$206,933
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Black Diamond Financial, LLC
|
Jul 30, 2025 Q2 2025 |
8,762
shares
|
$206,345
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
8,722
shares
|
$205,403
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
8,582
shares
|
$202,106
0.33% of portfolio
|
Q1 2023
Reduced 1.66%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
8,128
shares
|
$191,414
0.06% of portfolio
|
Q2 2025
Reduced 14.04%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
7,985
shares
|
$188,046
0.01% of portfolio
|
Q2 2025
Reduced 9.76%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
7,980
shares
|
$187,929
0.06% of portfolio
|
Q4 2022
Reduced 5.0%
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
7,636
shares
|
$179,827
0.09% of portfolio
|
Q4 2024
Added 100.0%
|