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 705 institutions that hold shares in the stock, with a total of 174 Million shares, which have been reported (via 13F filing form) to have a value of $4.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blossom Wealth Management
|
Apr 22, 2025 Q1 2025 |
72,932
shares
|
$1.69 Million
3.4% of portfolio
|
Q1 2025
Added 11.01%
|
|
|
Cutler Investment Counsel LLC
|
May 08, 2025 Q1 2025 |
70,201
shares
|
$1.63 Million
0.2% of portfolio
|
Q1 2025
Added 80.56%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
69,284
shares
|
$1.6 Million
0.18% of portfolio
|
Q1 2025
Added 5.76%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
66,936
shares
|
$1.55 Million
0.21% of portfolio
|
Q1 2025
Reduced 9.2%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
66,719
shares
|
$1.54 Million
0.53% of portfolio
|
Q1 2025
Added 11.71%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
66,355
shares
|
$1.54 Million
0.18% of portfolio
|
Q2 2025
Reduced 14.25%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
66,329
shares
|
$1.54 Million
0.39% of portfolio
|
Q4 2024
Added 135.6%
|
|
|
Apcm Wealth Management For Individuals
|
May 01, 2025 Q1 2025 |
66,274
shares
|
$1.53 Million
0.24% of portfolio
|
Q1 2025
Added 6.87%
|
|
|
Sterling Investment Management, LLC
|
Apr 15, 2025 Q1 2025 |
66,088
shares
|
$1.53 Million
1.13% of portfolio
|
Q1 2025
Added 4.64%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Apr 24, 2025 Q1 2025 |
64,280
shares
|
$1.49 Million
1.79% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
64,033
shares
|
$1.48 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Mendel Capital Management LLC
|
Apr 24, 2025 Q1 2025 |
63,922
shares
|
$1.48 Million
0.91% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
63,474
shares
|
$1.47 Million
0.45% of portfolio
|
Q2 2025
Added 4.32%
|
|
|
Sage Financial Management Group, Inc.
|
Apr 23, 2025 Q1 2025 |
61,886
shares
|
$1.43 Million
0.52% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
61,161
shares
|
$1.42 Million
0.1% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
60,921
shares
|
$1.41 Million
0.66% of portfolio
|
Q1 2025
Added 3.88%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Apr 30, 2025 Q1 2025 |
59,500
shares
|
$1.38 Million
0.62% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
58,835
shares
|
$1.36 Million
0.34% of portfolio
|
Q3 2022
Reduced 44.01%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
58,601
shares
|
$1.36 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Stockman Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
58,025
shares
|
$1.34 Million
0.21% of portfolio
|
Q1 2025
Added 3.88%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
May 02, 2025 Q1 2025 |
57,740
shares
|
$1.34 Million
0.73% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
57,448
shares
|
$1.33 Million
0.04% of portfolio
|
Q4 2023
Reduced 26.77%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
56,991
shares
|
$1.32 Million
1.01% of portfolio
|
Q1 2025
Added 144.59%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
56,835
shares
|
$1.32 Million
0.16% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
56,580
shares
|
$1.31 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.29%
|