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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
133,131
shares
|
$3.14 Million
0.08% of portfolio
|
Q2 2025
Added 47.42%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
128,738
shares
|
$3.03 Million
0.37% of portfolio
|
Q2 2025
Reduced 7.23%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
124,921
shares
|
$2.94 Million
0.05% of portfolio
|
Q2 2025
Added 8.77%
|
|
|
Curbstone Financial Management Corp
|
Jul 29, 2025 Q2 2025 |
124,100
shares
|
$2.92 Million
0.6% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
123,794
shares
|
$2.92 Million
1.87% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
123,662
shares
|
$2.91 Million
0.08% of portfolio
|
Q2 2025
Reduced 14.09%
|
|
|
5 T Wealth, LLC
Napa, CA |
Aug 05, 2025 Q2 2025 |
120,045
shares
|
$2.83 Million
1.33% of portfolio
|
Q2 2025
Reduced 10.68%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
119,125
shares
|
$2.81 Million
0.01% of portfolio
|
Q2 2025
Reduced 24.3%
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
116,995
shares
|
$2.76 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
113,838
shares
|
$2.68 Million
0.08% of portfolio
|
Q2 2025
Added 6.37%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
113,375
shares
|
$2.67 Million
4.71% of portfolio
|
Q4 2023
Reduced 2.91%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Jul 24, 2025 Q2 2025 |
112,247
shares
|
$2.64 Million
5.48% of portfolio
|
Q2 2025
Reduced 31.81%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
112,195
shares
|
$2.64 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
112,161
shares
|
$2.64 Million
1.08% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Financial Designs Corp
Claremont, CA |
Jul 16, 2025 Q2 2025 |
111,628
shares
|
$2.63 Million
1.59% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
110,682
shares
|
$2.61 Million
0.18% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Jul 18, 2025 Q2 2025 |
108,797
shares
|
$2.56 Million
1.12% of portfolio
|
Q2 2025
Added 4.57%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
108,551
shares
|
$2.56 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
108,004
shares
|
$2.54 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
105,788
shares
|
$2.49 Million
0.88% of portfolio
|
Q2 2025
Added 7.89%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
103,630
shares
|
$2.44 Million
0.64% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
103,365
shares
|
$2.43 Million
0.05% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Blue Barn Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
102,198
shares
|
$2.41 Million
1.13% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
ETF Store, Inc.
|
Aug 06, 2025 Q2 2025 |
101,678
shares
|
$2.39 Million
2.83% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Jul 24, 2025 Q2 2025 |
101,422
shares
|
$2.39 Million
1.19% of portfolio
|
Q2 2025
Reduced 1.48%
|