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 |
|---|---|---|---|---|---|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
441,479
shares
|
$10.2 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
437,602
shares
|
$10.1 Million
2.12% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
434,259
shares
|
$10 Million
1.51% of portfolio
|
Q1 2025
New holding
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
431,940
shares
|
$9.98 Million
7.44% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
431,831
shares
|
$9.98 Million
0.16% of portfolio
|
Q1 2025
Reduced 18.37%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
420,508
shares
|
$9.71 Million
1.55% of portfolio
|
Q1 2025
Added 4.42%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
417,685
shares
|
$9.65 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
412,764
shares
|
$9.53 Million
0.29% of portfolio
|
Q2 2025
Added 12.2%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Jul 22, 2025 Q2 2025 |
411,030
shares
|
$9.49 Million
5.98% of portfolio
|
Q2 2025
Reduced 30.68%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
404,995
shares
|
$9.36 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
404,656
shares
|
$9.35 Million
0.04% of portfolio
|
Q1 2025
Added 4.8%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
397,275
shares
|
$9.18 Million
1.6% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
384,254
shares
|
$8.88 Million
0.24% of portfolio
|
Q1 2025
Added 6.29%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
380,459
shares
|
$8.79 Million
0.35% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
364,320
shares
|
$8.42 Million
0.43% of portfolio
|
Q1 2025
Reduced 5.38%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
363,991
shares
|
$8.41 Million
2.34% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
355,779
shares
|
$8.22 Million
2.63% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
353,589
shares
|
$8.17 Million
0.08% of portfolio
|
Q1 2025
Added 6.88%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
May 14, 2025 Q1 2025 |
345,285
shares
|
$7.98 Million
3.32% of portfolio
|
Q1 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
343,005
shares
|
$7.92 Million
0.1% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
335,176
shares
|
$7.74 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
324,217
shares
|
$7.49 Million
0.06% of portfolio
|
Q1 2025
Added 173.81%
|
|
|
Peak Financial Management, Inc.
|
Jul 23, 2025 Q2 2025 |
324,053
shares
|
$7.49 Million
2.23% of portfolio
|
Q2 2025
Added 7.87%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
316,402
shares
|
$7.31 Million
0.54% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
315,459
shares
|
$7.29 Million
0.09% of portfolio
|
Q2 2025
Reduced 11.68%
|