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 169 Million shares, which have been reported (via 13F filing form) to have a value of $3.91 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 |
Aug 14, 2025 Q2 2025 |
7,450,294
shares
|
$173 Million
0.04% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
7,382,880
shares
|
$171 Million
18.39% of portfolio
|
Q2 2025
Added 6.92%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
6,987,851
shares
|
$162 Million
5.22% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
5,587,068
shares
|
$129 Million
9.94% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
4,903,010
shares
|
$114 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
4,002,318
shares
|
$92.7 Million
0.03% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
3,807,960
shares
|
$88.2 Million
11.85% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
3,651,599
shares
|
$84.6 Million
0.11% of portfolio
|
Q2 2025
Added 14.59%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
3,649,356
shares
|
$84.5 Million
1.01% of portfolio
|
Q2 2025
Reduced 7.18%
|
|
|
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 |
Aug 14, 2025 Q2 2025 |
3,425,936
shares
|
$79.3 Million
0.01% of portfolio
|
Q2 2025
Added 6.86%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
2,608,946
shares
|
$60.4 Million
6.83% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Milliman Financial Risk Management LLC
Chicago, IL |
Nov 04, 2022 Q3 2022 |
2,420,294
shares
|
$56.1 Million
1.71% of portfolio
|
Q2 2022
Reduced 28.99%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Jul 10, 2025 Q2 2025 |
2,226,231
shares
|
$51.6 Million
19.18% of portfolio
|
Q2 2025
Added 13.29%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jul 14, 2025 Q2 2025 |
2,123,549
shares
|
$49.2 Million
7.16% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
2,105,158
shares
|
$48.8 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
1,707,052
shares
|
$39.5 Million
2.2% of portfolio
|
Q2 2025
Reduced 35.68%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
1,465,975
shares
|
$34 Million
1.03% of portfolio
|
Q2 2025
Reduced 13.32%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
1,460,232
shares
|
$33.8 Million
0.41% of portfolio
|
Q2 2025
Added 5.65%
|
|
|
Horst & Graben Wealth Management LLC
|
Jul 28, 2025 Q2 2025 |
1,387,242
shares
|
$32.1 Million
5.89% of portfolio
|
Q2 2025
Reduced 6.8%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,351,854
shares
|
$31.3 Million
0.01% of portfolio
|
Q2 2025
Added 10.66%
|
|
|
Financial Life Advisors
|
Jul 23, 2025 Q2 2025 |
1,294,208
shares
|
$30 Million
10.46% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
1,258,004
shares
|
$29.1 Million
2.49% of portfolio
|
Q2 2025
Reduced 7.53%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
1,223,302
shares
|
$28.3 Million
0.32% of portfolio
|
Q2 2025
Added 10.24%
|