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 94.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
6,330,057
shares
|
$144 Million
0.02% of portfolio
|
Q3 2024
Added 12.22%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
5,898,795
shares
|
$134 Million
11.76% of portfolio
|
Q4 2024
Added 103.36%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
4,150,430
shares
|
$94.3 Million
0.05% of portfolio
|
Q3 2024
Added 54.66%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
3,569,169
shares
|
$81.1 Million
13.4% of portfolio
|
Q4 2024
Added 113.85%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
3,135,279
shares
|
$71.2 Million
5.37% of portfolio
|
Q3 2024
Reduced 7.74%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
2,848,603
shares
|
$64.7 Million
17.53% of portfolio
|
Q3 2024
Added 10.19%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
2,525,055
shares
|
$57.4 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Milliman Financial Risk Management LLC
Chicago, IL |
Nov 04, 2022 Q3 2022 |
2,420,294
shares
|
$55 Million
1.71% of portfolio
|
Q2 2022
Reduced 28.99%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
2,047,586
shares
|
$46.5 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.27%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
2,041,533
shares
|
$46.4 Million
7.25% of portfolio
|
Q4 2024
Added 104.99%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
1,725,521
shares
|
$39.2 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
1,654,617
shares
|
$37.6 Million
0.93% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
1,633,067
shares
|
$37.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,454,892
shares
|
$33.1 Million
0.1% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
1,423,928
shares
|
$32.4 Million
3.83% of portfolio
|
Q3 2024
Reduced 16.62%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Nov 07, 2024 Q3 2024 |
1,249,993
shares
|
$28.4 Million
22.79% of portfolio
|
Q3 2024
Added 111.96%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
1,157,306
shares
|
$26.3 Million
6.86% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
1,078,446
shares
|
$24.5 Million
5.68% of portfolio
|
Q4 2024
Added 107.81%
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
1,057,047
shares
|
$24 Million
1.57% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
1,047,541
shares
|
$23.8 Million
0.46% of portfolio
|
Q4 2024
Added 108.16%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
1,023,083
shares
|
$23.2 Million
0.11% of portfolio
|
Q3 2024
Added 99.69%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
999,215
shares
|
$22.7 Million
4.51% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
960,753
shares
|
$21.8 Million
0.08% of portfolio
|
Q3 2024
Added 25.69%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
885,359
shares
|
$20.1 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Nov 08, 2024 Q3 2024 |
760,774
shares
|
$17.3 Million
21.02% of portfolio
|
Q3 2024
New holding
|