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 |
|---|---|---|---|---|---|
|
Fulcrum Equity Management
|
Jul 19, 2024 Q2 2024 |
12,325
shares
|
$283,105
0.52% of portfolio
|
Q2 2024
New holding
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
12,272
shares
|
$281,887
0.02% of portfolio
|
Q1 2024
Reduced 1.04%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 23, 2024 Q3 2024 |
12,159
shares
|
$279,292
0.46% of portfolio
|
Q3 2024
Added 48.52%
|
|
|
Dentgroup LLC
|
Oct 02, 2024 Q3 2024 |
12,039
shares
|
$276,535
0.44% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
12,013
shares
|
$275,938
0.15% of portfolio
|
Q3 2024
Reduced 6.24%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Oct 15, 2024 Q3 2024 |
11,938
shares
|
$274,215
0.54% of portfolio
|
Q3 2024
Reduced 8.46%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
11,796
shares
|
$270,954
0.02% of portfolio
|
Q3 2024
Added 36.8%
|
|
|
Sawgrass Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
11,566
shares
|
$265,671
0.06% of portfolio
|
Q3 2023
Reduced 0.86%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
11,413
shares
|
$262,156
0.09% of portfolio
|
Q3 2024
Reduced 88.47%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
11,347
shares
|
$260,640
0.0% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,288
shares
|
$259,285
0.0% of portfolio
|
Q3 2024
Added 57.9%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
11,100
shares
|
$254,967
0.02% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
10,920
shares
|
$250,832
0.86% of portfolio
|
Q3 2022
Added 16.07%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
10,910
shares
|
$250,602
0.14% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
10,890
shares
|
$250,143
0.04% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
10,835
shares
|
$248,879
0.01% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
10,804
shares
|
$248,167
0.11% of portfolio
|
Q3 2024
Added 22.07%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
10,804
shares
|
$248,167
0.12% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
10,780
shares
|
$247,616
0.02% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Legacy Wealth Management, Inc
|
Oct 24, 2024 Q3 2024 |
10,764
shares
|
$247,249
0.03% of portfolio
|
Q3 2024
Reduced 14.86%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Oct 15, 2024 Q3 2024 |
10,724
shares
|
$246,330
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
10,720
shares
|
$246,238
0.01% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
10,538
shares
|
$242,057
0.01% of portfolio
|
Q2 2024
Added 45.09%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Oct 16, 2024 Q3 2024 |
10,450
shares
|
$240,036
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
10,321
shares
|
$237,073
0.32% of portfolio
|
Q4 2023
New holding
|