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 |
|---|---|---|---|---|---|
|
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
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
55,006
shares
|
$1.28 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
|
$1.26 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
|
$1.25 Million
0.48% of portfolio
|
Q1 2025
Reduced 17.13%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
53,273
shares
|
$1.24 Million
0.09% of portfolio
|
Q1 2025
Added 6.58%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
53,238
shares
|
$1.24 Million
0.41% of portfolio
|
Q1 2025
Added 13.53%
|
|
|
Twele Capital Management, Inc.
|
Apr 09, 2025 Q1 2025 |
51,854
shares
|
$1.2 Million
0.25% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
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%
|
|
|
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 |
Apr 10, 2025 Q1 2025 |
49,012
shares
|
$1.14 Million
0.58% 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%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Apr 10, 2025 Q1 2025 |
47,491
shares
|
$1.1 Million
0.34% of portfolio
|
Q1 2025
Added 8.02%
|
|
|
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%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
46,797
shares
|
$1.09 Million
0.11% of portfolio
|
Q1 2025
Reduced 13.07%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
45,560
shares
|
$1.06 Million
0.08% of portfolio
|
Q1 2025
Reduced 18.53%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
May 13, 2025 Q1 2025 |
44,559
shares
|
$1.03 Million
0.65% of portfolio
|
Q1 2025
Reduced 17.22%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
44,374
shares
|
$1.03 Million
1.97% of portfolio
|
Q4 2022
Reduced 33.06%
|
|
|
K2 Financial Inc.
Glendora, CA |
Apr 25, 2025 Q1 2025 |
44,361
shares
|
$1.03 Million
0.99% of portfolio
|
Q1 2025
Added 6.71%
|