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 707 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 |
|---|---|---|---|---|---|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jul 18, 2025 Q2 2025 |
229,870
shares
|
$5.31 Million
1.56% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
228,640
shares
|
$5.28 Million
1.16% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
227,189
shares
|
$5.25 Million
1.73% of portfolio
|
Q1 2025
Added 24.81%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
226,457
shares
|
$5.23 Million
3.85% of portfolio
|
Q3 2024
Added 66.03%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
224,349
shares
|
$5.18 Million
0.5% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
222,106
shares
|
$5.13 Million
0.42% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
218,665
shares
|
$5.05 Million
0.13% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
218,196
shares
|
$5.04 Million
0.08% of portfolio
|
Q1 2025
Added 141.97%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Jul 24, 2025 Q2 2025 |
211,119
shares
|
$4.88 Million
1.95% of portfolio
|
Q2 2025
Added 7.55%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
210,145
shares
|
$4.85 Million
0.16% of portfolio
|
Q2 2025
Reduced 10.58%
|
|
|
Guardian Financial Partners, LLC
|
Apr 22, 2025 Q1 2025 |
207,257
shares
|
$4.79 Million
3.02% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Smart Money Group LLC
|
May 12, 2025 Q1 2025 |
206,027
shares
|
$4.76 Million
4.5% of portfolio
|
Q1 2025
Added 41.79%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
May 06, 2025 Q1 2025 |
192,217
shares
|
$4.44 Million
1.43% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
188,746
shares
|
$4.36 Million
0.85% of portfolio
|
Q2 2025
Reduced 47.87%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
188,643
shares
|
$4.36 Million
2.14% of portfolio
|
Q3 2024
Added 9.03%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
187,326
shares
|
$4.33 Million
0.5% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Hc Advisors, LLC
|
May 13, 2025 Q1 2025 |
186,922
shares
|
$4.32 Million
3.43% of portfolio
|
Q1 2025
Added 6.58%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
186,778
shares
|
$4.31 Million
0.28% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
185,144
shares
|
$4.28 Million
1.66% of portfolio
|
Q1 2025
Added 298.1%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Apr 30, 2025 Q1 2025 |
184,298
shares
|
$4.26 Million
1.34% of portfolio
|
Q1 2025
Reduced 5.82%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
May 09, 2025 Q1 2025 |
183,387
shares
|
$4.24 Million
9.66% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Jul 16, 2025 Q2 2025 |
182,547
shares
|
$4.22 Million
8.76% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
182,342
shares
|
$4.21 Million
0.6% of portfolio
|
Q1 2025
Added 5.6%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
179,803
shares
|
$4.15 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.87%
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
Jul 16, 2025 Q2 2025 |
178,765
shares
|
$4.13 Million
1.22% of portfolio
|
Q2 2025
Added 10.89%
|