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 |
|---|---|---|---|---|---|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
37,897
shares
|
$867,462
0.17% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
37,705
shares
|
$863,067
0.42% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Aug 12, 2024 Q2 2024 |
36,907
shares
|
$844,801
1.44% of portfolio
|
Q2 2024
Added 9.35%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
36,659
shares
|
$839,124
0.25% of portfolio
|
Q3 2024
Added 17.7%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
36,339
shares
|
$831,799
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
36,214
shares
|
$828,938
1.43% of portfolio
|
Q2 2022
Reduced 0.9%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Nov 08, 2024 Q3 2024 |
36,141
shares
|
$827,267
1.07% of portfolio
|
Q3 2024
Added 61.85%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Oct 21, 2024 Q3 2024 |
36,043
shares
|
$825,024
1.61% of portfolio
|
Q3 2024
Reduced 6.73%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Aug 09, 2024 Q2 2024 |
35,539
shares
|
$813,487
0.58% of portfolio
|
Q2 2024
Added 5.22%
|
|
|
Oldfather Financial Services, LLC
|
Oct 28, 2024 Q3 2024 |
35,438
shares
|
$811,175
0.65% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
34,675
shares
|
$793,710
1.02% of portfolio
|
Q3 2024
Added 16.23%
|
|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
34,666
shares
|
$793,504
1.02% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2024 Q3 2024 |
34,639
shares
|
$792,886
0.66% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Oct 04, 2024 Q3 2024 |
33,460
shares
|
$765,899
0.36% of portfolio
|
Q3 2024
Reduced 14.45%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
32,770
shares
|
$750,105
0.78% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Lathrop Investment Management Corp
|
Nov 12, 2024 Q3 2024 |
32,348
shares
|
$740,445
0.29% of portfolio
|
Q3 2024
Added 15.63%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
32,164
shares
|
$736,233
0.01% of portfolio
|
Q3 2024
Added 37.72%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2024 Q3 2024 |
32,140
shares
|
$735,684
1.67% of portfolio
|
Q2 2024
Added 2.67%
|
|
|
Lvw Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
32,140
shares
|
$735,684
0.2% of portfolio
|
Q3 2024
Added 11.64%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
32,034
shares
|
$733,258
0.01% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
31,991
shares
|
$732,273
0.0% of portfolio
|
Q3 2024
Added 6.14%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
31,959
shares
|
$731,541
0.11% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Oct 24, 2024 Q3 2024 |
31,774
shares
|
$727,306
0.46% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
31,531
shares
|
$721,744
0.03% of portfolio
|
Q3 2024
Reduced 82.42%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
31,081
shares
|
$711,444
0.18% of portfolio
|
Q3 2024
Added 0.02%
|