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 |
|---|---|---|---|---|---|
|
Hardin Capital Partners, LLC
Greenville, SC |
Apr 08, 2025 Q1 2025 |
19,512
shares
|
$442,532
0.28% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
19,457
shares
|
$441,284
0.0% of portfolio
|
Q1 2025
Reduced 25.6%
|
|
|
One Advisory Partners, LLC
|
Apr 14, 2025 Q1 2025 |
19,399
shares
|
$439,969
0.2% of portfolio
|
Q1 2025
Added 43.44%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
19,359
shares
|
$439,062
0.06% of portfolio
|
Q1 2025
Added 22.3%
|
|
|
Fulcrum Equity Management
|
May 01, 2025 Q1 2025 |
19,267
shares
|
$436,975
0.5% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Apr 21, 2025 Q1 2025 |
19,047
shares
|
$431,985
0.25% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
18,756
shares
|
$425,386
0.03% of portfolio
|
Q1 2025
Added 13.51%
|
|
|
Sherwood Financial Partners, LLC
Westlake Village, CA |
May 12, 2025 Q1 2025 |
18,723
shares
|
$424,637
0.42% of portfolio
|
Q1 2025
Reduced 10.1%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
18,548
shares
|
$420,668
0.01% of portfolio
|
Q1 2025
Reduced 44.17%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
18,422
shares
|
$417,810
0.09% of portfolio
|
Q4 2024
Added 70.51%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
18,373
shares
|
$416,699
0.0% of portfolio
|
Q1 2025
Added 1837200.0%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
18,371
shares
|
$416,654
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
F Dx Advisors, Inc.
|
May 01, 2025 Q1 2025 |
18,363
shares
|
$416,472
0.14% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
18,261
shares
|
$414,159
0.02% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
18,093
shares
|
$410,349
0.01% of portfolio
|
Q1 2025
Reduced 38.42%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
18,047
shares
|
$409,305
0.26% of portfolio
|
Q1 2025
Reduced 7.45%
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
17,975
shares
|
$407,673
1.55% of portfolio
|
Q3 2022
Added 4.62%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
17,672
shares
|
$400,800
0.1% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Joule Financial, LLC
|
Apr 11, 2025 Q1 2025 |
17,658
shares
|
$400,483
0.14% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
17,622
shares
|
$399,666
0.05% of portfolio
|
Q1 2025
Reduced 7.16%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
17,356
shares
|
$393,634
0.01% of portfolio
|
Q1 2025
Reduced 29.29%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
17,205
shares
|
$390,209
0.0% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
D.B. Root & Company, LLC
|
May 14, 2025 Q1 2025 |
17,202
shares
|
$390,141
0.13% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Rba Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
17,152
shares
|
$389,007
0.16% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
May 01, 2025 Q1 2025 |
17,078
shares
|
$387,329
0.21% of portfolio
|
Q1 2025
Reduced 5.59%
|