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 |
|---|---|---|---|---|---|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
313,659
shares
|
$7.25 Million
0.68% of portfolio
|
Q2 2025
Reduced 86.66%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
308,693
shares
|
$7.13 Million
0.26% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
302,295
shares
|
$6.98 Million
0.92% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
299,141
shares
|
$6.91 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
296,451
shares
|
$6.85 Million
2.54% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
286,943
shares
|
$6.63 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
|
$6.5 Million
1.28% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Marotta Asset Management
|
Jul 02, 2025 Q2 2025 |
278,954
shares
|
$6.44 Million
1.3% of portfolio
|
Q2 2025
Added 93.23%
|
|
|
Reston Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
275,696
shares
|
$6.37 Million
2.59% of portfolio
|
Q1 2025
Reduced 9.99%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
275,440
shares
|
$6.36 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
272,719
shares
|
$6.3 Million
0.65% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
267,125
shares
|
$6.17 Million
1.88% of portfolio
|
Q2 2023
Reduced 1.77%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
266,167
shares
|
$6.15 Million
0.23% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
265,106
shares
|
$6.12 Million
0.28% of portfolio
|
Q1 2025
Added 10.4%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
253,639
shares
|
$5.86 Million
0.48% of portfolio
|
Q1 2025
Added 7.77%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
253,564
shares
|
$5.86 Million
0.28% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Apr 29, 2025 Q1 2025 |
251,542
shares
|
$5.81 Million
5.28% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 17, 2025 Q2 2025 |
250,772
shares
|
$5.79 Million
3.06% of portfolio
|
Q2 2025
Added 18.44%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
246,795
shares
|
$5.7 Million
0.22% of portfolio
|
Q1 2025
Added 44.72%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
240,532
shares
|
$5.56 Million
1.74% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
240,195
shares
|
$5.55 Million
0.07% of portfolio
|
Q1 2025
Reduced 33.08%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
237,084
shares
|
$5.48 Million
0.01% of portfolio
|
Q4 2024
Added 92.3%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
236,095
shares
|
$5.45 Million
0.02% of portfolio
|
Q1 2025
Added 6.07%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
233,455
shares
|
$5.39 Million
0.02% of portfolio
|
Q1 2025
Reduced 49.29%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
230,955
shares
|
$5.34 Million
4.02% of portfolio
|
Q2 2025
Reduced 26.88%
|