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 |
|---|---|---|---|---|---|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 14, 2025 Q1 2025 |
139,862
shares
|
$3.23 Million
0.35% of portfolio
|
Q1 2025
Added 7.37%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
138,921
shares
|
$3.21 Million
1.2% of portfolio
|
Q2 2025
Reduced 6.44%
|
|
|
5 T Wealth, LLC
Napa, CA |
Apr 22, 2025 Q1 2025 |
134,398
shares
|
$3.1 Million
1.67% of portfolio
|
Q1 2025
Reduced 16.24%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
128,738
shares
|
$2.97 Million
0.37% of portfolio
|
Q2 2025
Reduced 7.23%
|
|
|
Curbstone Financial Management Corp
|
Apr 15, 2025 Q1 2025 |
128,100
shares
|
$2.96 Million
0.63% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
123,794
shares
|
$2.86 Million
1.87% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
117,341
shares
|
$2.71 Million
0.1% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
116,234
shares
|
$2.69 Million
0.49% of portfolio
|
Q1 2025
Reduced 5.36%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
114,976
shares
|
$2.66 Million
0.17% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
114,881
shares
|
$2.65 Million
1.17% of portfolio
|
Q1 2025
Added 2.81%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
114,854
shares
|
$2.65 Million
0.05% of portfolio
|
Q1 2025
Added 7.76%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
113,375
shares
|
$2.62 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
|
$2.59 Million
5.48% of portfolio
|
Q2 2025
Reduced 31.81%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
112,195
shares
|
$2.59 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Financial Designs Corp
Claremont, CA |
Jul 16, 2025 Q2 2025 |
111,628
shares
|
$2.58 Million
1.59% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Jul 18, 2025 Q2 2025 |
108,797
shares
|
$2.51 Million
1.12% of portfolio
|
Q2 2025
Added 4.57%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
108,310
shares
|
$2.5 Million
0.03% of portfolio
|
Q1 2025
Added 49.53%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
107,021
shares
|
$2.47 Million
0.08% of portfolio
|
Q1 2025
Added 11.64%
|
|
|
Cooper/Haims Advisors, LLC
|
May 09, 2025 Q1 2025 |
106,102
shares
|
$2.45 Million
1.36% of portfolio
|
Q1 2025
Reduced 19.95%
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
104,869
shares
|
$2.42 Million
1.27% of portfolio
|
Q1 2025
Reduced 12.89%
|
|
|
ETF Store, Inc.
|
May 05, 2025 Q1 2025 |
103,891
shares
|
$2.4 Million
3.04% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
103,630
shares
|
$2.39 Million
0.68% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
103,235
shares
|
$2.38 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
102,411
shares
|
$2.37 Million
0.53% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
101,741
shares
|
$2.35 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.86%
|