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 |
|---|---|---|---|---|---|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
681,165
shares
|
$16 Million
1.3% of portfolio
|
Q2 2025
Reduced 3.82%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
668,043
shares
|
$15.7 Million
5.56% of portfolio
|
Q2 2025
Added 22.79%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
666,535
shares
|
$15.7 Million
5.37% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
662,146
shares
|
$15.6 Million
0.03% of portfolio
|
Q2 2025
Added 9.38%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
649,813
shares
|
$15.3 Million
2.47% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
647,225
shares
|
$15.2 Million
0.4% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
645,468
shares
|
$15.2 Million
3.66% of portfolio
|
Q3 2024
Added 139.17%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
640,183
shares
|
$15.1 Million
0.12% of portfolio
|
Q2 2025
Reduced 11.87%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
635,697
shares
|
$15 Million
0.05% of portfolio
|
Q2 2025
Added 6517.71%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
623,079
shares
|
$14.7 Million
3.06% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
602,232
shares
|
$14.2 Million
0.96% of portfolio
|
Q2 2025
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
596,702
shares
|
$14.1 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
589,597
shares
|
$13.9 Million
0.17% of portfolio
|
Q2 2025
Added 6.77%
|
|
|
Columbus Macro, LLC
|
Jul 23, 2025 Q2 2025 |
583,498
shares
|
$13.7 Million
1.75% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
583,187
shares
|
$13.7 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
518,250
shares
|
$12.2 Million
2.33% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
497,739
shares
|
$11.7 Million
5.3% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
483,048
shares
|
$11.4 Million
5.51% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Clearview Wealth Advisors LLC
|
Jul 28, 2025 Q2 2025 |
479,299
shares
|
$11.3 Million
8.03% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
478,742
shares
|
$11.3 Million
1.11% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Aug 13, 2025 Q2 2025 |
469,303
shares
|
$11.1 Million
5.26% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
464,677
shares
|
$10.9 Million
2.52% of portfolio
|
Q2 2025
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
464,677
shares
|
$10.9 Million
2.52% of portfolio
|
Q2 2025
Reduced 9.49%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
464,019
shares
|
$10.9 Million
0.02% of portfolio
|
Q2 2025
Added 93.98%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
463,188
shares
|
$10.9 Million
0.07% of portfolio
|
Q2 2025
Added 42.86%
|