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 627 institutions that hold shares in the stock, with a total of 81.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Worth Asset Management, LLC
|
Oct 09, 2024 Q3 2024 |
21,430
shares
|
$490,532
0.59% of portfolio
|
Q3 2024
Added 261.2%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
21,057
shares
|
$481,994
0.02% of portfolio
|
Q2 2024
Reduced 5.65%
|
|
|
Shearwater Capital LLC
|
Oct 08, 2024 Q3 2024 |
20,896
shares
|
$478,309
0.69% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
20,806
shares
|
$476,249
0.0% of portfolio
|
Q3 2024
Reduced 10.31%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
20,055
shares
|
$459,058
0.39% of portfolio
|
Q3 2023
Reduced 16.08%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
20,033
shares
|
$458,555
0.06% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
19,903
shares
|
$455,579
0.35% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
19,724
shares
|
$451,482
0.24% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
19,714
shares
|
$451,253
0.45% of portfolio
|
Q1 2024
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
19,643
shares
|
$449,628
0.0% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
19,614
shares
|
$448,964
0.0% of portfolio
|
Q4 2022
Reduced 3.31%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
19,503
shares
|
$446,423
0.06% of portfolio
|
Q3 2024
Added 11.13%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
19,498
shares
|
$446,309
0.02% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
19,410
shares
|
$444,294
0.01% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
19,349
shares
|
$442,898
0.0% of portfolio
|
Q3 2024
Added 26.7%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
19,161
shares
|
$438,595
0.06% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
19,157
shares
|
$438,503
0.53% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
18,875
shares
|
$432,048
0.0% of portfolio
|
Q3 2024
Added 26.15%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
18,810
shares
|
$430,560
0.16% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
18,808
shares
|
$430,515
0.1% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Fidelis I M, LLC
Medford, OR |
Oct 29, 2024 Q3 2024 |
18,680
shares
|
$427,585
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
18,506
shares
|
$423,602
0.3% of portfolio
|
Q3 2024
Reduced 7.43%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
18,175
shares
|
$416,025
0.06% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Aletheian Wealth Advisors LLC
|
Oct 25, 2024 Q3 2024 |
18,091
shares
|
$414,102
0.53% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 09, 2024 Q3 2024 |
18,040
shares
|
$412,935
0.33% of portfolio
|
Q3 2024
Reduced 4.18%
|