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 |
|---|---|---|---|---|---|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Apr 08, 2025 Q1 2025 |
22,347
shares
|
$506,829
0.11% of portfolio
|
Q1 2025
Reduced 11.58%
|
|
|
Cahaba Wealth Management, Inc.
|
May 01, 2025 Q1 2025 |
22,226
shares
|
$504,085
0.04% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
22,200
shares
|
$503,496
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
22,063
shares
|
$500,388
0.1% of portfolio
|
Q1 2023
Reduced 5.5%
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
21,956
shares
|
$497,962
0.15% of portfolio
|
Q1 2025
Added 67.09%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
21,938
shares
|
$497,553
0.01% of portfolio
|
Q1 2025
Reduced 35.95%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
21,761
shares
|
$493,539
0.1% of portfolio
|
Q1 2025
Added 46.91%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
21,526
shares
|
$488,209
0.0% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Greenup Street Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
21,470
shares
|
$486,939
0.11% of portfolio
|
Q1 2025
Reduced 77.74%
|
|
|
Financial Consulate, Inc
|
Apr 25, 2025 Q1 2025 |
21,462
shares
|
$486,758
0.13% of portfolio
|
Q1 2025
Added 9.2%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
May 02, 2025 Q1 2025 |
21,317
shares
|
$483,469
0.47% of portfolio
|
Q1 2025
Reduced 7.01%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
May 14, 2025 Q1 2025 |
20,900
shares
|
$474,012
0.13% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Geometric Wealth Advisors
|
May 09, 2025 Q1 2025 |
20,745
shares
|
$470,496
0.09% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
20,607
shares
|
$467,366
0.02% of portfolio
|
Q1 2025
Reduced 9.72%
|
|
|
Sawgrass Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
20,602
shares
|
$467,253
0.06% of portfolio
|
Q4 2024
Added 78.13%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Apr 30, 2025 Q1 2025 |
20,527
shares
|
$465,552
0.01% of portfolio
|
Q1 2025
Added 6.08%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
20,055
shares
|
$454,847
0.39% of portfolio
|
Q3 2023
Reduced 16.08%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
19,843
shares
|
$450,039
0.04% of portfolio
|
Q1 2025
Added 8.3%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
19,714
shares
|
$447,113
0.45% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
19,640
shares
|
$445,435
0.06% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
19,614
shares
|
$444,845
0.0% of portfolio
|
Q4 2022
Reduced 3.31%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
19,610
shares
|
$444,754
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Retirement Guys Formula LLC
|
Apr 23, 2025 Q1 2025 |
19,589
shares
|
$444,278
0.23% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Bowman & CO S.C.
|
Apr 08, 2025 Q1 2025 |
19,559
shares
|
$443,598
0.23% of portfolio
|
Q1 2025
Reduced 55.82%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
19,546
shares
|
$443,303
0.08% of portfolio
|
Q1 2025
Reduced 6.35%
|