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 |
|---|---|---|---|---|---|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
2,754
shares
|
$63,039
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
2,654
shares
|
$60,750
0.07% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
2,650
shares
|
$60,658
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
2,622
shares
|
$60,017
0.02% of portfolio
|
Q4 2024
Added 102.16%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
2,576
shares
|
$58,964
0.02% of portfolio
|
Q4 2024
Added 87.07%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,447
shares
|
$56,011
0.04% of portfolio
|
Q3 2024
Added 33.57%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
2,378
shares
|
$54,432
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
2,354
shares
|
$53,883
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
2,332
shares
|
$53,379
0.03% of portfolio
|
Q3 2021
Reduced 10.58%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
2,166
shares
|
$49,579
0.0% of portfolio
|
Q4 2024
Reduced 65.34%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,107
shares
|
$48,229
0.0% of portfolio
|
Q2 2024
Added 2.18%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
2,056
shares
|
$47,061
0.0% of portfolio
|
Q4 2024
Added 102.16%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
2,010
shares
|
$46,008
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
1,938
shares
|
$44,360
0.03% of portfolio
|
Q4 2024
Added 28.09%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
1,659
shares
|
$37,974
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
1,631
shares
|
$37,333
0.02% of portfolio
|
Q4 2024
Added 101.11%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
1,564
shares
|
$35,799
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
1,536
shares
|
$35,159
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
1,530
shares
|
$35,021
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
1,464
shares
|
$33,510
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
1,414
shares
|
$32,366
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
1,394
shares
|
$31,908
0.0% of portfolio
|
Q4 2024
Added 100.29%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
1,351
shares
|
$30,924
0.06% of portfolio
|
Q2 2024
Added 0.3%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,250
shares
|
$28,612
0.0% of portfolio
|
Q4 2024
Added 4529.63%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
1,214
shares
|
$27,788
0.0% of portfolio
|
Q4 2024
Added 124.4%
|