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 |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
15,007
shares
|
$344,710
0.0% of portfolio
|
Q3 2024
Reduced 52.24%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
14,972
shares
|
$343,906
0.08% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 03, 2024 Q3 2024 |
14,894
shares
|
$342,115
0.13% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 07, 2024 Q3 2024 |
14,893
shares
|
$342,092
0.21% of portfolio
|
Q3 2024
Reduced 34.0%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
14,798
shares
|
$339,910
0.11% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
14,772
shares
|
$339,312
0.03% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
14,594
shares
|
$335,224
0.25% of portfolio
|
Q4 2023
Reduced 0.57%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
14,478
shares
|
$332,559
0.04% of portfolio
|
Q3 2024
Reduced 9.18%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
14,402
shares
|
$330,813
0.04% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Brand Asset Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
14,221
shares
|
$326,656
0.27% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
14,161
shares
|
$325,278
0.96% of portfolio
|
Q3 2023
Added 0.27%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
14,160
shares
|
$325,255
0.02% of portfolio
|
Q3 2024
Added 47.85%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
14,036
shares
|
$322,406
1.02% of portfolio
|
Q3 2023
Reduced 7.18%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2024 Q3 2024 |
13,908
shares
|
$319,466
0.47% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Cutler Investment Counsel LLC
|
Nov 06, 2024 Q3 2024 |
13,856
shares
|
$318,272
0.08% of portfolio
|
Q3 2024
Reduced 17.2%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
13,293
shares
|
$305,340
0.13% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 18, 2024 Q3 2024 |
12,935
shares
|
$297,116
0.29% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
12,922
shares
|
$296,818
0.0% of portfolio
|
Q3 2024
Added 778.45%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 15, 2024 Q3 2024 |
12,746
shares
|
$292,775
0.48% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
12,683
shares
|
$291,328
0.11% of portfolio
|
Q3 2024
Added 9.2%
|
|
|
Liberty Capital Management, Inc.
|
Oct 22, 2024 Q3 2024 |
12,622
shares
|
$289,927
0.13% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
12,498
shares
|
$287,079
0.1% of portfolio
|
Q3 2024
Added 126.99%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Oct 18, 2024 Q3 2024 |
12,472
shares
|
$286,481
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
12,410
shares
|
$285,057
0.32% of portfolio
|
Q2 2024
Added 10.48%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Oct 17, 2024 Q3 2024 |
12,330
shares
|
$283,220
0.91% of portfolio
|
Q3 2024
Added 10.47%
|