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 |
|---|---|---|---|---|---|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
100,804
shares
|
$2.37 Million
1.17% of portfolio
|
Q4 2024
Added 115.52%
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
99,340
shares
|
$2.34 Million
1.08% of portfolio
|
Q2 2025
Reduced 7.8%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
99,233
shares
|
$2.34 Million
0.44% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
99,179
shares
|
$2.34 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.93%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
98,517
shares
|
$2.32 Million
0.33% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
97,520
shares
|
$2.3 Million
0.2% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
97,380
shares
|
$2.29 Million
0.11% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
97,145
shares
|
$2.29 Million
0.77% of portfolio
|
Q2 2025
Added 9.44%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
96,765
shares
|
$2.28 Million
0.14% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
96,021
shares
|
$2.26 Million
1.01% of portfolio
|
Q2 2025
Added 8.9%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
95,360
shares
|
$2.25 Million
0.63% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
95,230
shares
|
$2.24 Million
1.07% of portfolio
|
Q2 2025
Added 13.65%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Jul 25, 2025 Q2 2025 |
93,546
shares
|
$2.2 Million
1.15% of portfolio
|
Q2 2025
Reduced 46.13%
|
|
|
Lathrop Investment Management Corp
|
Aug 04, 2025 Q2 2025 |
92,891
shares
|
$2.19 Million
0.41% of portfolio
|
Q2 2025
Added 10.39%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
92,693
shares
|
$2.18 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
91,810
shares
|
$2.16 Million
0.63% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
91,808
shares
|
$2.16 Million
1.03% of portfolio
|
Q2 2025
Reduced 4.38%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
90,689
shares
|
$2.14 Million
0.13% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Act Wealth Management, LLC
|
Jul 08, 2025 Q2 2025 |
89,682
shares
|
$2.11 Million
0.88% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
89,656
shares
|
$2.11 Million
0.09% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
88,482
shares
|
$2.08 Million
0.35% of portfolio
|
Q2 2025
Added 12.52%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
87,958
shares
|
$2.07 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
87,818
shares
|
$2.07 Million
0.02% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
87,238
shares
|
$2.05 Million
0.16% of portfolio
|
Q2 2025
Added 86.42%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
87,209
shares
|
$2.05 Million
0.13% of portfolio
|
Q1 2025
Reduced 5.58%
|