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 628 institutions that hold shares in the stock, with a total of 82.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
57,448
shares
|
$1.34 Million
0.04% of portfolio
|
Q4 2023
Reduced 26.77%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 16, 2024 Q3 2024 |
57,142
shares
|
$1.33 Million
1.44% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Omega Financial Group, LLC
|
Oct 07, 2024 Q3 2024 |
56,730
shares
|
$1.32 Million
1.02% of portfolio
|
Q3 2024
Reduced 7.82%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
56,525
shares
|
$1.32 Million
0.17% of portfolio
|
Q3 2024
Reduced 30.2%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
54,394
shares
|
$1.27 Million
0.67% of portfolio
|
Q3 2024
Reduced 74.55%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
54,007
shares
|
$1.26 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
53,471
shares
|
$1.24 Million
0.06% of portfolio
|
Q3 2024
Reduced 6.9%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 08, 2024 Q3 2024 |
53,362
shares
|
$1.24 Million
1.72% of portfolio
|
Q3 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
53,226
shares
|
$1.24 Million
0.07% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Oct 30, 2024 Q3 2024 |
51,815
shares
|
$1.21 Million
1.27% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Designs Corp
Claremont, CA |
Oct 18, 2024 Q3 2024 |
51,653
shares
|
$1.2 Million
1.58% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Nov 08, 2024 Q3 2024 |
50,697
shares
|
$1.18 Million
0.47% of portfolio
|
Q3 2024
Added 5.51%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
50,562
shares
|
$1.18 Million
1.34% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Oct 23, 2024 Q3 2024 |
50,233
shares
|
$1.17 Million
0.8% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Curbstone Financial Management Corp
|
Oct 03, 2024 Q3 2024 |
48,350
shares
|
$1.13 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
47,600
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
47,488
shares
|
$1.11 Million
0.08% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 23, 2024 Q3 2024 |
47,279
shares
|
$1.1 Million
0.92% of portfolio
|
Q3 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
46,839
shares
|
$1.09 Million
0.1% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Oct 02, 2024 Q3 2024 |
46,772
shares
|
$1.09 Million
1.27% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
46,507
shares
|
$1.08 Million
0.86% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
46,425
shares
|
$1.08 Million
0.27% of portfolio
|
Q3 2024
Reduced 12.2%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
45,381
shares
|
$1.06 Million
0.05% of portfolio
|
Q3 2024
Added 66.55%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
44,374
shares
|
$1.03 Million
1.97% of portfolio
|
Q4 2022
Reduced 33.06%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
43,935
shares
|
$1.02 Million
0.24% of portfolio
|
Q4 2023
Added 61.42%
|