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 |
|---|---|---|---|---|---|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Apr 02, 2025 Q1 2025 |
27,874
shares
|
$646,676
0.47% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
27,406
shares
|
$635,819
0.02% of portfolio
|
Q1 2025
Added 22.7%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
27,335
shares
|
$634,172
0.08% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
26,889
shares
|
$623,824
0.02% of portfolio
|
Q4 2024
Added 93.78%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 06, 2025 Q1 2025 |
26,776
shares
|
$621,203
0.12% of portfolio
|
Q1 2025
Added 6.58%
|
|
|
Dentgroup LLC
|
Apr 14, 2025 Q1 2025 |
26,587
shares
|
$616,818
0.5% of portfolio
|
Q1 2025
Added 10.26%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
26,516
shares
|
$615,171
0.51% of portfolio
|
Q1 2023
Added 2.43%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
26,479
shares
|
$614,312
0.01% of portfolio
|
Q1 2025
Reduced 15.38%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
May 13, 2025 Q1 2025 |
26,091
shares
|
$605,311
0.11% of portfolio
|
Q4 2024
Added 96.28%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
25,703
shares
|
$596,309
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Liberty Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
25,702
shares
|
$596,286
0.13% of portfolio
|
Q1 2025
Added 4.76%
|
|
|
Embree Financial Group
Chicago, IL |
Apr 22, 2025 Q1 2025 |
25,416
shares
|
$589,651
0.1% of portfolio
|
Q1 2025
Reduced 9.6%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Apr 17, 2025 Q1 2025 |
24,996
shares
|
$579,907
0.1% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
24,782
shares
|
$574,942
1.17% of portfolio
|
Q4 2022
Added 31.62%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
24,593
shares
|
$570,557
0.41% of portfolio
|
Q1 2024
Reduced 10.84%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
May 13, 2025 Q1 2025 |
24,590
shares
|
$570,488
0.46% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
24,521
shares
|
$568,887
0.78% of portfolio
|
Q3 2022
Added 1.15%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
24,253
shares
|
$562,669
0.02% of portfolio
|
Q1 2025
Reduced 10.14%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
23,876
shares
|
$553,923
0.01% of portfolio
|
Q4 2024
Added 120.36%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
23,853
shares
|
$553,389
0.0% of portfolio
|
Q1 2025
Reduced 7.99%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Apr 25, 2025 Q1 2025 |
23,696
shares
|
$549,747
0.35% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
May 14, 2025 Q1 2025 |
23,412
shares
|
$543,158
0.54% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Apr 22, 2025 Q1 2025 |
23,211
shares
|
$538,495
0.27% of portfolio
|
Q1 2025
Added 12.67%
|
|
|
Seek First Inc.
Campbell, CA |
May 13, 2025 Q1 2025 |
22,783
shares
|
$528,565
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
22,498
shares
|
$521,953
0.05% of portfolio
|
Q1 2025
Reduced 29.31%
|