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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
44,067
shares
|
$1.02 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.68%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Apr 24, 2025 Q1 2025 |
44,047
shares
|
$1.02 Million
1.14% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
43,935
shares
|
$1.02 Million
0.24% of portfolio
|
Q4 2023
Added 61.42%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
43,740
shares
|
$1.01 Million
6.76% of portfolio
|
Q3 2023
Reduced 3.44%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
43,159
shares
|
$1 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
May 14, 2025 Q1 2025 |
43,085
shares
|
$999,572
0.22% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
42,750
shares
|
$991,800
0.01% of portfolio
|
Q1 2025
Reduced 59.49%
|
|
|
Haven Private, LLC
Orlando, FL |
May 09, 2025 Q1 2025 |
42,655
shares
|
$989,596
0.56% of portfolio
|
Q1 2025
Reduced 6.13%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Apr 14, 2025 Q1 2025 |
42,396
shares
|
$983,587
0.14% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
42,204
shares
|
$979,132
0.14% of portfolio
|
Q1 2025
Reduced 21.11%
|
|
|
Burt Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
42,058
shares
|
$975,745
0.24% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
May 14, 2025 Q1 2025 |
42,032
shares
|
$975,142
1.05% of portfolio
|
Q1 2025
New holding
|
|
|
Alesco Advisors LLC
Pittsford, NY |
May 12, 2025 Q1 2025 |
42,014
shares
|
$974,724
0.03% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
41,995
shares
|
$974,284
0.04% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
May 15, 2025 Q1 2025 |
41,898
shares
|
$972,033
0.6% of portfolio
|
Q1 2025
Added 5.36%
|
|
|
Shearwater Capital LLC
|
Apr 08, 2025 Q1 2025 |
41,789
shares
|
$969,504
0.68% of portfolio
|
Q4 2024
Added 99.99%
|
|
|
Novus Advisors, LLC
Greenville, SC |
May 08, 2025 Q1 2025 |
41,590
shares
|
$964,888
0.97% of portfolio
|
Q1 2025
Added 5.71%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
May 08, 2025 Q1 2025 |
41,464
shares
|
$961,964
0.34% of portfolio
|
Q1 2025
Reduced 51.8%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
41,206
shares
|
$955,979
0.15% of portfolio
|
Q4 2022
Reduced 20.92%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
40,424
shares
|
$937,836
0.02% of portfolio
|
Q3 2024
Added 98.65%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
40,165
shares
|
$931,828
0.8% of portfolio
|
Q1 2025
Added 3.08%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
39,729
shares
|
$921,712
1.65% of portfolio
|
Q3 2024
Added 25.08%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
39,585
shares
|
$918,372
0.24% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Legacy Wealth Management, Inc
|
Apr 24, 2025 Q1 2025 |
39,347
shares
|
$912,850
0.06% of portfolio
|
Q1 2025
Added 64.69%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
39,228
shares
|
$910,089
0.0% of portfolio
|
Q4 2024
Added 99.7%
|