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 |
|---|---|---|---|---|---|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
39,228
shares
|
$908,128
0.0% of portfolio
|
Q4 2024
Added 99.7%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
39,202
shares
|
$907,526
0.19% of portfolio
|
Q1 2025
Reduced 41.37%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
38,984
shares
|
$902,479
0.28% of portfolio
|
Q1 2025
Added 68.28%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Apr 24, 2025 Q1 2025 |
38,852
shares
|
$899,423
0.47% of portfolio
|
Q1 2025
Added 37.62%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
38,671
shares
|
$895,233
0.07% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
38,579
shares
|
$893,103
0.62% of portfolio
|
Q1 2025
Added 7.48%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
38,351
shares
|
$887,825
0.66% of portfolio
|
Q1 2024
Reduced 14.11%
|
|
|
Verity Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
38,321
shares
|
$887,131
0.66% of portfolio
|
Q1 2025
Reduced 16.46%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Apr 21, 2025 Q1 2025 |
38,113
shares
|
$882,315
0.58% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Capital Insight Partners, LLC
|
Apr 30, 2025 Q1 2025 |
38,097
shares
|
$881,945
0.16% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Fidelis I M, LLC
Medford, OR |
Apr 30, 2025 Q1 2025 |
37,360
shares
|
$864,884
0.4% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Signet Investment Advisory Group, Inc.
|
May 05, 2025 Q1 2025 |
37,343
shares
|
$864,490
0.44% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
36,287
shares
|
$840,044
0.02% of portfolio
|
Q1 2025
Added 30.75%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
36,214
shares
|
$838,354
1.43% of portfolio
|
Q2 2022
Reduced 0.9%
|
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
36,180
shares
|
$837,567
0.43% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
35,733
shares
|
$827,218
0.03% of portfolio
|
Q1 2025
Reduced 21.69%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
35,682
shares
|
$826,038
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ahl Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
35,543
shares
|
$822,820
0.55% of portfolio
|
Q2 2025
Added 13.76%
|
|
|
Gradient Capital Advisors, LLC
|
May 02, 2025 Q1 2025 |
35,488
shares
|
$821,547
0.27% of portfolio
|
Q1 2025
Added 3.49%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
35,313
shares
|
$817,495
0.02% of portfolio
|
Q2 2025
Reduced 15.95%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
34,704
shares
|
$803,397
0.0% of portfolio
|
Q1 2025
Reduced 54.54%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
34,306
shares
|
$794,183
0.06% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
33,947
shares
|
$785,873
0.39% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Apr 23, 2025 Q1 2025 |
33,822
shares
|
$782,979
0.46% of portfolio
|
Q1 2025
Reduced 8.71%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
33,500
shares
|
$775,525
0.48% of portfolio
|
Q1 2025
Added 4.4%
|