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 |
|---|---|---|---|---|---|
|
Security Financial Services, Inc.
|
Aug 08, 2025 Q2 2025 |
311,921
shares
|
$7.35 Million
1.38% of portfolio
|
Q2 2025
Reduced 28.72%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
308,693
shares
|
$7.27 Million
0.26% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
307,973
shares
|
$7.25 Million
0.03% of portfolio
|
Q2 2025
Reduced 23.89%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
300,736
shares
|
$7.08 Million
1.85% of portfolio
|
Q2 2025
Added 25.03%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
296,451
shares
|
$6.98 Million
2.54% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Reston Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
289,524
shares
|
$6.82 Million
2.36% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
286,943
shares
|
$6.76 Million
4.35% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Jul 23, 2025 Q2 2025 |
281,458
shares
|
$6.63 Million
1.28% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Marotta Asset Management
|
Jul 02, 2025 Q2 2025 |
278,954
shares
|
$6.57 Million
1.3% of portfolio
|
Q2 2025
Added 93.23%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
275,440
shares
|
$6.49 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
267,125
shares
|
$6.29 Million
1.88% of portfolio
|
Q2 2023
Reduced 1.77%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
265,566
shares
|
$6.25 Million
0.48% of portfolio
|
Q2 2025
Added 4.7%
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
262,756
shares
|
$6.19 Million
0.59% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Apeiron Ria LLC
|
Aug 07, 2025 Q2 2025 |
255,679
shares
|
$6.02 Million
1.71% of portfolio
|
Q2 2025
Added 12.54%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
251,375
shares
|
$5.92 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Aug 06, 2025 Q2 2025 |
250,900
shares
|
$5.91 Million
4.93% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 17, 2025 Q2 2025 |
250,772
shares
|
$5.91 Million
3.06% of portfolio
|
Q2 2025
Added 18.44%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
248,152
shares
|
$5.84 Million
0.2% of portfolio
|
Q2 2025
Reduced 6.77%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
242,913
shares
|
$5.72 Million
0.2% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
239,402
shares
|
$5.64 Million
0.08% of portfolio
|
Q2 2025
Reduced 44.56%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
230,955
shares
|
$5.44 Million
4.02% of portfolio
|
Q2 2025
Reduced 26.88%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
230,787
shares
|
$5.44 Million
0.67% of portfolio
|
Q2 2025
Reduced 23.66%
|
|
|
Smart Money Group LLC
|
Aug 06, 2025 Q2 2025 |
230,173
shares
|
$5.42 Million
4.91% of portfolio
|
Q2 2025
Added 11.72%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jul 18, 2025 Q2 2025 |
229,870
shares
|
$5.41 Million
1.56% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
228,497
shares
|
$5.38 Million
1.11% of portfolio
|
Q2 2025
Reduced 0.06%
|