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 |
|---|---|---|---|---|---|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
174
shares
|
$4,097
0.0% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
161
shares
|
$3,791
0.0% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
160
shares
|
$3,768
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
143
shares
|
$3,367
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
138
shares
|
$3,249
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
130
shares
|
$3,061
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
128
shares
|
$3,014
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
121
shares
|
$2,849
0.01% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
106
shares
|
$2,496
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
102
shares
|
$2,402
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
95
shares
|
$2,237
0.0% of portfolio
|
Q3 2023
Reduced 73.61%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jul 24, 2025 Q2 2025 |
76
shares
|
$1,789
0.0% of portfolio
|
Q4 2024
Reduced 82.57%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
72
shares
|
$1,695
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
61
shares
|
$1,436
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
60
shares
|
$1,413
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
53
shares
|
$1,248
0.0% of portfolio
|
Q4 2024
Added 103.85%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
52
shares
|
$1,224
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
50
shares
|
$1,177
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
49
shares
|
$1,153
0.0% of portfolio
|
Q2 2025
Added 4.26%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
48
shares
|
$1,130
0.0% of portfolio
|
Q2 2025
Reduced 15.79%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
48
shares
|
$1,130
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
43
shares
|
$1,012
0.0% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
42
shares
|
$989
0.0% of portfolio
|
Q2 2025
Reduced 86.36%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
32
shares
|
$753
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Aug 08, 2025 Q2 2025 |
22
shares
|
$518
0.0% of portfolio
|
Q1 2025
New holding
|