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 |
|---|---|---|---|---|---|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
1,882
shares
|
$44,321
0.02% of portfolio
|
Q2 2025
Reduced 24.3%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
1,712
shares
|
$40,317
0.0% of portfolio
|
Q2 2025
Added 23.7%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
1,564
shares
|
$36,832
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
1,536
shares
|
$36,172
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
1,535
shares
|
$36,149
0.01% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
1,530
shares
|
$36,031
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,250
shares
|
$29,437
0.0% of portfolio
|
Q4 2024
Added 4529.63%
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
1,198
shares
|
$28,212
0.0% of portfolio
|
Q4 2024
Added 2001.75%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
1,000
shares
|
$23,550
0.02% of portfolio
|
Q2 2025
Reduced 35.73%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
984
shares
|
$23,173
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
972
shares
|
$22,890
0.01% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
942
shares
|
$22,184
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
930
shares
|
$21,901
0.0% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
876
shares
|
$20,629
0.01% of portfolio
|
Q2 2023
Added 0.81%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
718
shares
|
$16,908
0.0% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
694
shares
|
$16,343
0.0% of portfolio
|
Q2 2025
Reduced 83.48%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
677
shares
|
$15,943
0.0% of portfolio
|
Q4 2024
Added 100.89%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
650
shares
|
$15,307
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
641
shares
|
$15,095
0.0% of portfolio
|
Q1 2025
Reduced 42.56%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
615
shares
|
$14,483
0.0% of portfolio
|
Q2 2025
Added 9.04%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
600
shares
|
$14,130
0.0% of portfolio
|
Q2 2021
Added 11.11%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
575
shares
|
$13,541
0.0% of portfolio
|
Q2 2025
Reduced 89.1%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
551
shares
|
$12,976
0.0% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
534
shares
|
$12,575
0.0% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
488
shares
|
$11,492
0.0% of portfolio
|
Q2 2025
Reduced 6.15%
|