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 |
|---|---|---|---|---|---|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
7,526
shares
|
$177,237
0.04% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
7,339
shares
|
$172,833
0.01% of portfolio
|
Q2 2025
Added 1694.38%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
7,233
shares
|
$170,337
0.0% of portfolio
|
Q2 2024
Reduced 37.08%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
7,094
shares
|
$167,063
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
6,900
shares
|
$162,495
0.03% of portfolio
|
Q1 2025
Reduced 5.87%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
6,771
shares
|
$159,457
0.13% of portfolio
|
Q1 2025
Added 5.43%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
6,291
shares
|
$148,153
0.03% of portfolio
|
Q2 2024
Reduced 28.9%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
6,242
shares
|
$146,999
0.01% of portfolio
|
Q2 2025
Added 17.04%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
6,102
shares
|
$143,702
0.15% of portfolio
|
Q2 2023
Reduced 5.72%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
6,099
shares
|
$143,631
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
5,623
shares
|
$132,421
0.01% of portfolio
|
Q2 2025
Reduced 53.41%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
5,558
shares
|
$130,890
0.05% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
5,524
shares
|
$130,090
0.0% of portfolio
|
Q2 2025
Reduced 16.81%
|
|
|
Seven One Seven Capital Management
Lancaster, PA |
Feb 12, 2024 Q4 2023 |
5,433
shares
|
$127,947
11.47% of portfolio
|
Q4 2023
Reduced 90.9%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
5,404
shares
|
$127,264
0.0% of portfolio
|
Q2 2025
Added 1165.57%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,285
shares
|
$124,461
0.01% of portfolio
|
Q2 2020
Added 30.2%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
5,261
shares
|
$123,896
0.0% of portfolio
|
Q2 2022
Added 0.15%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
5,240
shares
|
$123,402
0.01% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
5,001
shares
|
$117,773
0.06% of portfolio
|
Q1 2025
Added 201.45%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
5,000
shares
|
$117,750
0.03% of portfolio
|
Q3 2022
Reduced 37.89%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
4,922
shares
|
$115,913
0.0% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
4,856
shares
|
$114,358
0.14% of portfolio
|
Q4 2022
Added 0.94%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
4,705
shares
|
$110,802
0.0% of portfolio
|
Q2 2025
Added 39.95%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
4,679
shares
|
$110,190
0.02% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
4,289
shares
|
$101,005
0.08% of portfolio
|
Q2 2025
Added 0.05%
|