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 |
|---|---|---|---|---|---|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
56,007
shares
|
$1.3 Million
0.02% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
55,572
shares
|
$1.29 Million
0.03% of portfolio
|
Q1 2025
Added 27.69%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
55,294
shares
|
$1.28 Million
1.95% of portfolio
|
Q1 2025
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
55,017
shares
|
$1.27 Million
0.5% of portfolio
|
Q2 2025
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
55,006
shares
|
$1.27 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Kiley Juergens Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
54,496
shares
|
$1.26 Million
0.35% of portfolio
|
Q1 2025
Added 18.22%
|
|
|
W Advisors, LLC
Germantown, TN |
May 13, 2025 Q1 2025 |
54,336
shares
|
$1.26 Million
0.8% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
54,236
shares
|
$1.26 Million
0.0% of portfolio
|
Q1 2025
Reduced 77.68%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
54,171
shares
|
$1.25 Million
0.01% of portfolio
|
Q1 2025
Added 21.83%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
54,021
shares
|
$1.25 Million
0.68% of portfolio
|
Q1 2025
New holding
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Apr 22, 2025 Q1 2025 |
53,685
shares
|
$1.24 Million
0.48% of portfolio
|
Q1 2025
Reduced 17.13%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
53,273
shares
|
$1.23 Million
0.09% of portfolio
|
Q1 2025
Added 6.58%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
53,238
shares
|
$1.23 Million
0.41% of portfolio
|
Q1 2025
Added 13.53%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 07, 2025 Q2 2025 |
53,067
shares
|
$1.23 Million
0.35% of portfolio
|
Q2 2025
Added 11.74%
|
|
|
Orcam Financial Group
Encinitas, CA |
May 14, 2025 Q1 2025 |
51,429
shares
|
$1.19 Million
1.13% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Twele Capital Management, Inc.
|
Jul 07, 2025 Q2 2025 |
51,142
shares
|
$1.18 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
50,638
shares
|
$1.17 Million
0.07% of portfolio
|
Q1 2025
Added 32.22%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
50,492
shares
|
$1.17 Million
0.02% of portfolio
|
Q1 2025
Added 9.64%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
49,640
shares
|
$1.15 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
49,012
shares
|
$1.13 Million
0.57% of portfolio
|
Q1 2025
Added 25.71%
|
|
|
True North Advisors, LLC
|
May 12, 2025 Q1 2025 |
48,701
shares
|
$1.13 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
48,643
shares
|
$1.13 Million
0.21% of portfolio
|
Q1 2025
Reduced 10.42%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
47,414
shares
|
$1.1 Million
0.02% of portfolio
|
Q1 2025
Added 11.21%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
47,243
shares
|
$1.09 Million
0.14% of portfolio
|
Q2 2025
Added 11.43%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
46,995
shares
|
$1.09 Million
0.98% of portfolio
|
Q2 2025
Added 80.9%
|