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 |
|---|---|---|---|---|---|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Jul 24, 2025 Q2 2025 |
101,422
shares
|
$2.34 Million
1.19% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
100,939
shares
|
$2.33 Million
0.15% of portfolio
|
Q1 2025
Reduced 5.41%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
100,804
shares
|
$2.33 Million
1.17% of portfolio
|
Q4 2024
Added 115.52%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
100,471
shares
|
$2.32 Million
0.37% of portfolio
|
Q1 2025
Added 7.02%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
100,298
shares
|
$2.32 Million
0.21% of portfolio
|
Q1 2025
Added 35.91%
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
99,340
shares
|
$2.29 Million
1.08% of portfolio
|
Q2 2025
Reduced 7.8%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
98,185
shares
|
$2.27 Million
0.64% of portfolio
|
Q1 2025
Reduced 6.6%
|
|
|
Omega Financial Group, LLC
|
May 01, 2025 Q1 2025 |
98,054
shares
|
$2.27 Million
0.87% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
97,520
shares
|
$2.25 Million
0.2% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
97,145
shares
|
$2.24 Million
0.77% of portfolio
|
Q2 2025
Added 9.44%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
96,868
shares
|
$2.24 Million
0.12% of portfolio
|
Q1 2025
Added 157.57%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
95,444
shares
|
$2.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 25.86%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
95,402
shares
|
$2.2 Million
0.16% of portfolio
|
Q1 2025
Reduced 8.28%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
95,230
shares
|
$2.2 Million
1.07% of portfolio
|
Q2 2025
Added 13.65%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
93,380
shares
|
$2.16 Million
0.13% of portfolio
|
Q1 2025
Added 13.38%
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
91,808
shares
|
$2.12 Million
1.03% of portfolio
|
Q2 2025
Reduced 4.38%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
90,309
shares
|
$2.09 Million
0.06% of portfolio
|
Q4 2024
Added 67.22%
|
|
|
Act Wealth Management, LLC
|
Jul 08, 2025 Q2 2025 |
89,682
shares
|
$2.07 Million
0.88% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
89,414
shares
|
$2.07 Million
0.86% of portfolio
|
Q1 2025
Added 9.14%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
89,355
shares
|
$2.06 Million
0.18% of portfolio
|
Q1 2025
Added 6.21%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
89,127
shares
|
$2.06 Million
0.09% of portfolio
|
Q1 2025
Reduced 5.47%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
88,482
shares
|
$2.04 Million
0.35% of portfolio
|
Q2 2025
Added 12.52%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
88,177
shares
|
$2.04 Million
1.01% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
88,021
shares
|
$2.03 Million
0.65% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
87,238
shares
|
$2.02 Million
0.16% of portfolio
|
Q2 2025
Added 86.42%
|