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 |
|---|---|---|---|---|---|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
33,165
shares
|
$767,769
0.23% of portfolio
|
Q1 2025
Reduced 10.39%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
32,833
shares
|
$760,083
0.08% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Apr 22, 2025 Q1 2025 |
32,747
shares
|
$758,093
0.65% of portfolio
|
Q1 2025
Added 6.1%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
32,532
shares
|
$753,115
0.0% of portfolio
|
Q1 2025
Reduced 12.51%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
32,272
shares
|
$747,096
0.05% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
32,019
shares
|
$741,239
0.08% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
32,010
shares
|
$741,031
0.21% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
31,850
shares
|
$737,327
0.04% of portfolio
|
Q1 2025
Reduced 47.07%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
31,525
shares
|
$729,803
0.02% of portfolio
|
Q1 2025
Reduced 49.73%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
May 09, 2025 Q1 2025 |
31,460
shares
|
$728,299
0.52% of portfolio
|
Q1 2025
Reduced 6.45%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
31,402
shares
|
$726,956
0.38% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
31,076
shares
|
$719,409
0.26% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Apr 23, 2025 Q1 2025 |
31,029
shares
|
$718,321
0.22% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
30,955
shares
|
$716,608
0.01% of portfolio
|
Q2 2025
Reduced 29.75%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
30,761
shares
|
$712,117
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
May 14, 2025 Q1 2025 |
30,448
shares
|
$704,871
0.14% of portfolio
|
Q1 2025
Reduced 10.58%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
30,363
shares
|
$702,903
0.02% of portfolio
|
Q1 2025
Reduced 79.58%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
29,987
shares
|
$694,199
0.04% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
29,956
shares
|
$693,481
0.96% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
May 13, 2025 Q1 2025 |
29,737
shares
|
$688,411
0.11% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
29,476
shares
|
$682,369
0.04% of portfolio
|
Q1 2025
Added 5.97%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
29,150
shares
|
$674,822
0.02% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Powers Advisory Group, LLC
|
Apr 16, 2025 Q1 2025 |
28,910
shares
|
$669,266
0.32% of portfolio
|
Q1 2025
Added 76.06%
|
|
|
Alpha Omega Wealth Management LLC
|
Apr 15, 2025 Q1 2025 |
28,731
shares
|
$665,122
0.13% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
28,677
shares
|
$663,872
0.03% of portfolio
|
Q2 2025
Reduced 15.35%
|