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 705 institutions that hold shares in the stock, with a total of 174 Million shares, which have been reported (via 13F filing form) to have a value of $4.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
12,267,223
shares
|
$284 Million
0.02% of portfolio
|
Q1 2025
Added 4.66%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
7,351,634
shares
|
$170 Million
0.05% of portfolio
|
Q1 2025
Reduced 14.83%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
6,905,121
shares
|
$160 Million
18.93% of portfolio
|
Q1 2025
Added 10.13%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
6,787,890
shares
|
$157 Million
5.6% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
5,411,514
shares
|
$125 Million
10.66% of portfolio
|
Q1 2025
Reduced 8.26%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
4,942,735
shares
|
$114 Million
0.25% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
3,931,666
shares
|
$91 Million
1.14% of portfolio
|
Q1 2025
Reduced 7.4%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
3,908,118
shares
|
$90.5 Million
0.03% of portfolio
|
Q1 2025
Reduced 11.44%
|
|
|
Total Wealth Planning, LLC
|
Apr 15, 2025 Q1 2025 |
3,747,793
shares
|
$86.8 Million
14.18% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
3,579,337
shares
|
$82.9 Million
0.15% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
3,205,989
shares
|
$74.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 20.44%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
3,186,597
shares
|
$73.8 Million
0.1% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
2,653,953
shares
|
$61.4 Million
3.85% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
2,534,350
shares
|
$58.7 Million
7.09% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Milliman Financial Risk Management LLC
Chicago, IL |
Nov 04, 2022 Q3 2022 |
2,420,294
shares
|
$56 Million
1.71% of portfolio
|
Q2 2022
Reduced 28.99%
|
|
|
Hengehold Capital Management LLC
|
Apr 17, 2025 Q1 2025 |
2,351,550
shares
|
$54.4 Million
5.21% of portfolio
|
Q1 2025
Added 12.59%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
2,274,341
shares
|
$52.7 Million
0.01% of portfolio
|
Q1 2025
Added 1165.57%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Jul 10, 2025 Q2 2025 |
2,226,231
shares
|
$51.5 Million
19.18% of portfolio
|
Q2 2025
Added 13.29%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,183,723
shares
|
$50.6 Million
0.0% of portfolio
|
Q1 2025
Added 80.36%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
2,153,283
shares
|
$49.8 Million
0.08% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
2,088,164
shares
|
$48.3 Million
7.5% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
1,691,302
shares
|
$39.2 Million
1.25% of portfolio
|
Q1 2025
Reduced 30.08%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
1,488,509
shares
|
$34.5 Million
6.55% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,382,096
shares
|
$32 Million
0.42% of portfolio
|
Q1 2025
Added 7.9%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
1,360,509
shares
|
$31.5 Million
2.91% of portfolio
|
Q1 2025
Added 13.98%
|