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 |
|---|---|---|---|---|---|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
4,053
shares
|
$95,448
0.03% of portfolio
|
Q2 2025
Reduced 10.07%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
4,045
shares
|
$95,259
0.01% of portfolio
|
Q2 2025
Reduced 32.75%
|
|
|
Granite Investment Partners, LLC
|
Aug 13, 2025 Q2 2025 |
3,780
shares
|
$89,019
0.0% of portfolio
|
Q4 2024
Added 105.99%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
3,717
shares
|
$87,535
0.01% of portfolio
|
Q4 2024
Added 101.25%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
3,691
shares
|
$86,923
0.03% of portfolio
|
Q4 2024
Added 40911.11%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
3,670
shares
|
$86,428
0.0% of portfolio
|
Q2 2025
Added 1210.71%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
3,578
shares
|
$84,261
0.06% of portfolio
|
Q2 2025
Added 164.84%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
3,348
shares
|
$78,845
0.0% of portfolio
|
Q2 2025
Added 13.22%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
3,271
shares
|
$77,032
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
3,196
shares
|
$75,265
0.0% of portfolio
|
Q2 2025
Reduced 75.33%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
3,145
shares
|
$74,064
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
3,107
shares
|
$73,169
0.02% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
3,079
shares
|
$72,510
0.0% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
2,832
shares
|
$66,693
0.02% of portfolio
|
Q2 2025
Added 7.35%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
2,654
shares
|
$62,501
0.07% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
2,650
shares
|
$62,407
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,447
shares
|
$57,626
0.04% of portfolio
|
Q3 2024
Added 33.57%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
2,378
shares
|
$56,001
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
2,354
shares
|
$55,436
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
2,332
shares
|
$54,918
0.03% of portfolio
|
Q3 2021
Reduced 10.58%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
2,250
shares
|
$52,987
0.0% of portfolio
|
Q1 2025
Reduced 68.11%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,107
shares
|
$49,619
0.0% of portfolio
|
Q2 2024
Added 2.18%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
2,076
shares
|
$48,889
0.0% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
2,071
shares
|
$48,772
0.0% of portfolio
|
Q2 2025
Reduced 23.04%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
2,032
shares
|
$47,853
0.0% of portfolio
|
Q2 2025
Reduced 6.19%
|