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 |
---|---|---|---|---|---|
Tpg Advisors LLC
Northfield, IL |
Jul 18, 2025 Q2 2025 |
177,723
shares
|
$4.11 Million
2.99% of portfolio
|
Q2 2025
Reduced 33.62%
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jul 10, 2025 Q2 2025 |
177,178
shares
|
$4.09 Million
2.77% of portfolio
|
Q2 2025
Added 20.31%
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
177,133
shares
|
$4.09 Million
0.32% of portfolio
|
Q2 2025
Added 16.03%
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
176,259
shares
|
$4.07 Million
1.47% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
174,389
shares
|
$4.03 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
173,640
shares
|
$4.01 Million
2.47% of portfolio
|
Q1 2025
Reduced 23.1%
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
166,900
shares
|
$3.86 Million
2.37% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
165,106
shares
|
$3.81 Million
1.48% of portfolio
|
Q2 2025
Reduced 11.14%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
163,796
shares
|
$3.78 Million
0.09% of portfolio
|
Q2 2025
Added 0.42%
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jul 22, 2025 Q2 2025 |
163,098
shares
|
$3.77 Million
0.62% of portfolio
|
Q2 2025
Added 19.08%
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
158,145
shares
|
$3.65 Million
0.08% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
157,655
shares
|
$3.64 Million
0.28% of portfolio
|
Q4 2023
New holding
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
157,372
shares
|
$3.64 Million
0.02% of portfolio
|
Q1 2025
Reduced 52.16%
|
|
Nyl Investors LLC
New York, NY |
May 07, 2025 Q1 2025 |
153,500
shares
|
$3.55 Million
0.23% of portfolio
|
Q1 2025
Added 1.52%
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jul 09, 2025 Q2 2025 |
151,255
shares
|
$3.49 Million
1.17% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
Valpey Financial Services, LLC
Concord, NH |
Jul 22, 2025 Q2 2025 |
149,756
shares
|
$3.46 Million
2.41% of portfolio
|
Q2 2025
New holding
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
149,041
shares
|
$3.44 Million
1.12% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
148,688
shares
|
$3.43 Million
0.24% of portfolio
|
Q2 2025
Added 3.03%
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
147,969
shares
|
$3.42 Million
0.3% of portfolio
|
Q1 2025
Added 5.87%
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jul 15, 2025 Q2 2025 |
146,882
shares
|
$3.39 Million
2.47% of portfolio
|
Q2 2025
Reduced 23.6%
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
May 02, 2025 Q1 2025 |
146,504
shares
|
$3.38 Million
0.91% of portfolio
|
Q1 2025
Reduced 4.82%
|
|
North Forty Two & Co.
Lake Oswego, OR |
May 05, 2025 Q1 2025 |
144,297
shares
|
$3.33 Million
3.7% of portfolio
|
Q1 2025
Added 6.69%
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
143,947
shares
|
$3.33 Million
0.1% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
143,026
shares
|
$3.3 Million
1.42% of portfolio
|
Q1 2025
Added 34.32%
|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
142,843
shares
|
$3.3 Million
1.19% of portfolio
|
Q1 2025
Reduced 1.58%
|