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 627 institutions that hold shares in the stock, with a total of 81.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
6,330,057
shares
|
$145 Million
0.02% of portfolio
|
Q3 2024
Added 12.22%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
4,150,430
shares
|
$95 Million
0.05% of portfolio
|
Q3 2024
Added 54.66%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
3,135,279
shares
|
$71.8 Million
5.37% of portfolio
|
Q3 2024
Reduced 7.74%
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
2,900,621
shares
|
$66.4 Million
12.11% of portfolio
|
Q3 2024
Added 87.5%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
2,848,603
shares
|
$65.2 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
|
$57.8 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
|
$55.4 Million
1.71% of portfolio
|
Q2 2022
Reduced 28.99%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
2,047,586
shares
|
$46.9 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.27%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
1,732,248
shares
|
$39.7 Million
0.19% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Total Wealth Planning, LLC
|
Oct 10, 2024 Q3 2024 |
1,669,016
shares
|
$38.2 Million
13.1% of portfolio
|
Q3 2024
Added 16.48%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
1,654,617
shares
|
$37.9 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
|
$37.4 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
|
$33.3 Million
0.1% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
1,423,928
shares
|
$32.6 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
|
$28.6 Million
22.79% of portfolio
|
Q3 2024
Added 111.96%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
1,157,306
shares
|
$26.5 Million
6.86% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Destination Wealth Management
|
Jul 24, 2024 Q2 2024 |
1,084,161
shares
|
$24.8 Million
1.65% of portfolio
|
Q2 2024
Reduced 9.27%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
1,023,083
shares
|
$23.4 Million
0.11% of portfolio
|
Q3 2024
Added 99.69%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
999,215
shares
|
$22.9 Million
4.51% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
995,941
shares
|
$22.8 Million
7.37% of portfolio
|
Q3 2024
Added 5.79%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
960,753
shares
|
$22 Million
0.08% of portfolio
|
Q3 2024
Added 25.69%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Nov 08, 2024 Q3 2024 |
760,774
shares
|
$17.4 Million
21.02% of portfolio
|
Q3 2024
New holding
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
706,414
shares
|
$16.2 Million
6.26% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
674,065
shares
|
$15.4 Million
9.49% of portfolio
|
Q3 2024
Added 8.16%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
645,468
shares
|
$14.8 Million
3.66% of portfolio
|
Q3 2024
Added 139.17%
|