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 702 institutions that hold shares in the stock, with a total of 173 Million shares, which have been reported (via 13F filing form) to have a value of $4.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
87,209
shares
|
$2.02 Million
0.13% of portfolio
|
Q1 2025
Reduced 5.58%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
86,570
shares
|
$2.01 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.94%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
85,901
shares
|
$1.99 Million
2.56% of portfolio
|
Q2 2023
New holding
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Apr 29, 2025 Q1 2025 |
85,850
shares
|
$1.99 Million
1.37% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Lathrop Investment Management Corp
|
May 12, 2025 Q1 2025 |
84,147
shares
|
$1.95 Million
0.39% of portfolio
|
Q1 2025
Added 12.35%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Apr 29, 2025 Q1 2025 |
83,818
shares
|
$1.94 Million
1.46% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
83,793
shares
|
$1.94 Million
1.01% of portfolio
|
Q1 2025
Added 18.63%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
82,391
shares
|
$1.91 Million
0.46% of portfolio
|
Q1 2025
Added 903.54%
|
|
|
Range Financial Group LLC
|
Apr 14, 2025 Q1 2025 |
81,755
shares
|
$1.9 Million
0.91% of portfolio
|
Q1 2025
Added 10.07%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
81,376
shares
|
$1.89 Million
0.0% of portfolio
|
Q1 2025
Reduced 75.83%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
79,129
shares
|
$1.84 Million
1.12% of portfolio
|
Q1 2025
Added 10.09%
|
|
|
Lvw Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
79,065
shares
|
$1.83 Million
0.23% of portfolio
|
Q1 2025
Added 7.85%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
78,638
shares
|
$1.82 Million
0.37% of portfolio
|
Q1 2025
Added 31.76%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
78,301
shares
|
$1.82 Million
0.63% of portfolio
|
Q1 2025
Added 3.44%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
77,792
shares
|
$1.8 Million
0.13% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
77,386
shares
|
$1.8 Million
0.21% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
76,321
shares
|
$1.77 Million
0.22% of portfolio
|
Q1 2025
Reduced 8.29%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
75,318
shares
|
$1.75 Million
0.0% of portfolio
|
Q1 2025
Added 4.42%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
75,109
shares
|
$1.74 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
74,603
shares
|
$1.73 Million
0.16% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
74,284
shares
|
$1.72 Million
0.71% of portfolio
|
Q2 2024
Reduced 1.13%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
74,045
shares
|
$1.72 Million
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
May 13, 2025 Q1 2025 |
73,882
shares
|
$1.71 Million
0.69% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
73,706
shares
|
$1.71 Million
0.41% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Blossom Wealth Management
|
Apr 22, 2025 Q1 2025 |
72,932
shares
|
$1.69 Million
3.4% of portfolio
|
Q1 2025
Added 11.01%
|