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 |
|---|---|---|---|---|---|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
32,833
shares
|
$761,725
0.08% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Apr 22, 2025 Q1 2025 |
32,747
shares
|
$759,730
0.65% of portfolio
|
Q1 2025
Added 6.1%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
32,532
shares
|
$754,742
0.0% of portfolio
|
Q1 2025
Reduced 12.51%
|
|
|
Juncture Wealth Strategies, LLC
|
Apr 09, 2025 Q1 2025 |
32,482
shares
|
$753,582
0.3% of portfolio
|
Q1 2025
Reduced 8.09%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
32,272
shares
|
$748,710
0.05% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
32,010
shares
|
$742,632
0.21% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
31,850
shares
|
$738,920
0.04% of portfolio
|
Q1 2025
Reduced 47.07%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
31,525
shares
|
$731,380
0.02% of portfolio
|
Q1 2025
Reduced 49.73%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
May 09, 2025 Q1 2025 |
31,460
shares
|
$729,872
0.52% of portfolio
|
Q1 2025
Reduced 6.45%
|
|
|
Ahl Investment Management, Inc.
|
Apr 14, 2025 Q1 2025 |
31,243
shares
|
$724,837
0.5% of portfolio
|
Q1 2025
Added 19.05%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
31,099
shares
|
$721,496
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Apr 23, 2025 Q1 2025 |
31,029
shares
|
$719,872
0.22% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
30,761
shares
|
$713,655
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Bigelow Investment Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
30,680
shares
|
$711,776
0.34% of portfolio
|
Q1 2025
Reduced 8.17%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
May 14, 2025 Q1 2025 |
30,448
shares
|
$706,393
0.14% of portfolio
|
Q1 2025
Reduced 10.58%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Apr 11, 2025 Q1 2025 |
30,422
shares
|
$705,790
0.6% of portfolio
|
Q1 2025
Reduced 14.6%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
30,363
shares
|
$704,421
0.02% of portfolio
|
Q1 2025
Reduced 79.58%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Apr 24, 2025 Q1 2025 |
30,227
shares
|
$701,266
0.4% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
29,956
shares
|
$694,979
0.96% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
May 13, 2025 Q1 2025 |
29,737
shares
|
$689,898
0.11% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
29,476
shares
|
$683,843
0.04% of portfolio
|
Q1 2025
Added 5.97%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
29,150
shares
|
$676,280
0.02% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Powers Advisory Group, LLC
|
Apr 16, 2025 Q1 2025 |
28,910
shares
|
$670,712
0.32% of portfolio
|
Q1 2025
Added 76.06%
|
|
|
Alpha Omega Wealth Management LLC
|
Apr 15, 2025 Q1 2025 |
28,731
shares
|
$666,559
0.13% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Brand Asset Management Group, Inc.
|
Apr 10, 2025 Q1 2025 |
28,104
shares
|
$652,012
0.28% of portfolio
|
Q1 2025
Reduced 6.73%
|