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 678 institutions that hold shares in the stock, with a total of 163 Million shares, which have been reported (via 13F filing form) to have a value of $3.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
95
shares
|
$2,166
0.0% of portfolio
|
Q3 2023
Reduced 73.61%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
91
shares
|
$2,075
0.0% of portfolio
|
Q4 2024
Added 102.22%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
76
shares
|
$1,733
0.0% of portfolio
|
Q4 2024
Reduced 82.57%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
72
shares
|
$1,642
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
62
shares
|
$1,414
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
61
shares
|
$1,391
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
60
shares
|
$1,368
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
56
shares
|
$1,277
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
53
shares
|
$1,208
0.0% of portfolio
|
Q4 2024
Added 103.85%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
52
shares
|
$1,186
0.0% of portfolio
|
Q4 2024
Added 126.09%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
50
shares
|
$1,140
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
48
shares
|
$1,094
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
35
shares
|
$798
0.0% of portfolio
|
Q3 2024
Added 94.44%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
32
shares
|
$729
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
28
shares
|
$638
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
26
shares
|
$593
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
20
shares
|
$456
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
12
shares
|
$273
0.0% of portfolio
|
Q3 2024
Reduced 7.69%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
10
shares
|
$228
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
6
shares
|
$136
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
4
shares
|
$91
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
1
shares
|
$22
0.0% of portfolio
|
Q1 2024
Reduced 83.33%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
1
shares
|
$22
0.0% of portfolio
|
Q4 2024
Reduced 99.78%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Feb 07, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|