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 |
|---|---|---|---|---|---|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
16,970
shares
|
$384,879
0.16% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Apr 28, 2025 Q1 2025 |
16,870
shares
|
$382,611
0.17% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Gsb Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
16,679
shares
|
$378,279
0.11% of portfolio
|
Q1 2025
Reduced 33.51%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
16,613
shares
|
$376,782
0.0% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Courage Miller Partners, LLC
|
Apr 28, 2025 Q1 2025 |
16,466
shares
|
$373,448
0.13% of portfolio
|
Q4 2024
Added 99.3%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
16,421
shares
|
$372,428
0.0% of portfolio
|
Q1 2025
Reduced 71.66%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
16,318
shares
|
$370,092
0.01% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
16,247
shares
|
$368,481
0.03% of portfolio
|
Q1 2025
Added 62.58%
|
|
|
Newman Dignan & Sheerar, Inc.
|
May 14, 2025 Q1 2025 |
16,114
shares
|
$365,465
0.1% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Lansing Street Advisors
|
Apr 25, 2025 Q1 2025 |
15,898
shares
|
$360,566
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Note Advisors, LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
15,774
shares
|
$357,754
0.3% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
15,680
shares
|
$355,622
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
15,648
shares
|
$354,896
0.06% of portfolio
|
Q1 2025
Added 96.46%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
15,446
shares
|
$350,315
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
May 20, 2025 Q1 2025 |
15,446
shares
|
$350,315
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
15,435
shares
|
$350,065
0.46% of portfolio
|
Q4 2023
Reduced 15.08%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Apr 28, 2025 Q1 2025 |
15,187
shares
|
$344,441
0.35% of portfolio
|
Q1 2025
Reduced 14.52%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
15,048
shares
|
$341,288
0.02% of portfolio
|
Q1 2025
Reduced 13.66%
|
|
|
Alley Investment Management Company, LLC
|
Apr 28, 2025 Q1 2025 |
14,800
shares
|
$335,664
0.04% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
14,652
shares
|
$332,307
0.18% of portfolio
|
Q1 2025
Reduced 6.05%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
May 05, 2025 Q1 2025 |
14,596
shares
|
$331,037
0.28% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
14,594
shares
|
$330,991
0.25% of portfolio
|
Q4 2023
Reduced 0.57%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
14,550
shares
|
$329,994
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Burns J W & CO Inc
|
Apr 08, 2025 Q1 2025 |
14,384
shares
|
$326,229
0.04% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Worth Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
14,310
shares
|
$324,550
0.2% of portfolio
|
Q1 2025
New holding
|