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 706 institutions that hold shares in the stock, with a total of 171 Million shares, which have been reported (via 13F filing form) to have a value of $3.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
708,243
shares
|
$16.4 Million
1.46% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
677,416
shares
|
$15.6 Million
3.9% of portfolio
|
Q1 2025
Added 8.53%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
668,043
shares
|
$15.4 Million
5.56% of portfolio
|
Q2 2025
Added 22.79%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
666,535
shares
|
$15.4 Million
5.37% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
649,813
shares
|
$15 Million
2.47% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
645,468
shares
|
$14.9 Million
3.66% of portfolio
|
Q3 2024
Added 139.17%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
641,700
shares
|
$14.8 Million
0.44% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
637,008
shares
|
$14.7 Million
0.01% of portfolio
|
Q1 2025
Added 9.02%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
623,079
shares
|
$14.4 Million
3.06% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
614,202
shares
|
$14.2 Million
0.18% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
605,351
shares
|
$14 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
592,758
shares
|
$13.7 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Columbus Macro, LLC
|
Jul 23, 2025 Q2 2025 |
583,498
shares
|
$13.5 Million
1.75% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
552,221
shares
|
$12.8 Million
0.18% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
546,533
shares
|
$12.6 Million
2.7% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
531,858
shares
|
$12.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
497,739
shares
|
$11.5 Million
5.3% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Clearview Wealth Advisors LLC
|
Apr 22, 2025 Q1 2025 |
485,694
shares
|
$11.2 Million
8.55% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
483,048
shares
|
$11.2 Million
5.51% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
478,742
shares
|
$11.1 Million
1.11% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
May 06, 2025 Q1 2025 |
473,240
shares
|
$10.9 Million
5.56% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
464,677
shares
|
$10.7 Million
2.52% of portfolio
|
Q2 2025
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
464,677
shares
|
$10.7 Million
2.52% of portfolio
|
Q2 2025
Reduced 9.49%
|
|
|
Apriem Advisors
Irvine, CA |
May 15, 2025 Q1 2025 |
456,284
shares
|
$10.5 Million
1.26% of portfolio
|
Q1 2025
Added 7.05%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
453,506
shares
|
$10.5 Million
0.5% of portfolio
|
Q1 2025
Reduced 6.89%
|