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 |
|---|---|---|---|---|---|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
487
shares
|
$11,468
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
485
shares
|
$11,421
0.0% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
462
shares
|
$10,880
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cordant, Inc.
Portland, OR |
Jul 14, 2025 Q2 2025 |
455
shares
|
$10,715
0.01% of portfolio
|
Q4 2024
Added 100.44%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
447
shares
|
$10,526
0.0% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
409
shares
|
$9,631
0.0% of portfolio
|
Q3 2022
Reduced 73.06%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
395
shares
|
$9,302
0.0% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Gpwm LLC
|
Jul 15, 2025 Q2 2025 |
389
shares
|
$9,160
0.01% of portfolio
|
Q1 2025
Added 23.1%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
376
shares
|
$8,854
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
376
shares
|
$8,854
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
324
shares
|
$7,630
0.0% of portfolio
|
Q2 2025
Added 252.17%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
306
shares
|
$7,206
0.0% of portfolio
|
Q2 2025
Reduced 76.13%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
306
shares
|
$7,206
0.0% of portfolio
|
Q1 2025
Reduced 65.38%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
290
shares
|
$6,829
0.0% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
286
shares
|
$6,735
0.0% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
270
shares
|
$6,358
0.0% of portfolio
|
Q2 2025
Reduced 75.57%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
267
shares
|
$6,287
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Palouse Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
264
shares
|
$6,217
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
220
shares
|
$5,181
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
219
shares
|
$5,157
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
214
shares
|
$5,039
0.0% of portfolio
|
Q2 2023
Reduced 1.38%
|
|
|
New England Asset Management Inc
Farmington, CT |
Aug 14, 2025 Q2 2025 |
200
shares
|
$4,710
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
188
shares
|
$4,427
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
180
shares
|
$4,239
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Horrell Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
174
shares
|
$4,097
0.0% of portfolio
|
Q4 2024
Added 100.0%
|