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 |
|---|---|---|---|---|---|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jul 10, 2025 Q2 2025 |
177,178
shares
|
$4.17 Million
2.77% of portfolio
|
Q2 2025
Added 20.31%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
177,133
shares
|
$4.17 Million
0.32% of portfolio
|
Q2 2025
Added 16.03%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
174,389
shares
|
$4.11 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
173,802
shares
|
$4.09 Million
0.73% of portfolio
|
Q2 2025
Reduced 4.68%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
171,075
shares
|
$4.03 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.85%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
167,431
shares
|
$3.94 Million
1.14% of portfolio
|
Q2 2025
Added 12.34%
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
166,900
shares
|
$3.93 Million
2.37% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
165,106
shares
|
$3.89 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
|
$3.86 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
|
$3.84 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
|
$3.72 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
|
$3.71 Million
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jul 09, 2025 Q2 2025 |
151,255
shares
|
$3.56 Million
1.17% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
151,220
shares
|
$3.56 Million
0.56% of portfolio
|
Q2 2025
Added 30.1%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Jul 22, 2025 Q2 2025 |
149,756
shares
|
$3.53 Million
2.41% of portfolio
|
Q2 2025
New holding
|
|
|
Nyl Investors LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
148,797
shares
|
$3.5 Million
1.0% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
148,688
shares
|
$3.5 Million
0.24% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jul 15, 2025 Q2 2025 |
146,882
shares
|
$3.46 Million
2.47% of portfolio
|
Q2 2025
Reduced 23.6%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Aug 11, 2025 Q2 2025 |
144,097
shares
|
$3.39 Million
3.56% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Cooper/Haims Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
141,445
shares
|
$3.33 Million
1.65% of portfolio
|
Q2 2025
Added 33.31%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Aug 06, 2025 Q2 2025 |
140,184
shares
|
$3.3 Million
0.78% of portfolio
|
Q2 2025
Reduced 4.31%
|
|
|
Chesapeake Wealth Management
|
Jul 28, 2025 Q2 2025 |
138,998
shares
|
$3.27 Million
1.09% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
138,921
shares
|
$3.27 Million
1.2% of portfolio
|
Q2 2025
Reduced 6.44%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
134,560
shares
|
$3.17 Million
0.33% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
133,755
shares
|
$3.15 Million
0.12% of portfolio
|
Q2 2025
New holding
|