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 |
|---|---|---|---|---|---|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
643,301
shares
|
$14.7 Million
0.87% of portfolio
|
Q3 2024
Added 124.37%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 06, 2024 Q3 2024 |
609,155
shares
|
$13.9 Million
11.66% of portfolio
|
Q3 2024
Added 18.03%
|
|
|
Financial Life Advisors
|
Oct 21, 2024 Q3 2024 |
574,848
shares
|
$13.2 Million
10.45% of portfolio
|
Q3 2024
Added 7.77%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Nov 07, 2024 Q3 2024 |
562,226
shares
|
$12.9 Million
18.82% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
551,284
shares
|
$12.6 Million
4.16% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Nov 13, 2024 Q3 2024 |
548,944
shares
|
$12.6 Million
6.77% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Oct 07, 2024 Q3 2024 |
546,321
shares
|
$12.5 Million
12.38% of portfolio
|
Q3 2024
Added 64.55%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
541,141
shares
|
$12.4 Million
0.0% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
534,280
shares
|
$12.2 Million
2.48% of portfolio
|
Q3 2024
Added 5.49%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
521,405
shares
|
$11.9 Million
0.0% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Flc Capital Advisors
|
Oct 16, 2024 Q3 2024 |
518,968
shares
|
$11.9 Million
5.73% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
505,344
shares
|
$11.6 Million
0.26% of portfolio
|
Q3 2024
Added 100.45%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
503,235
shares
|
$11.5 Million
0.55% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Mokosak Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
488,832
shares
|
$11.2 Million
6.97% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
451,188
shares
|
$10.3 Million
0.27% of portfolio
|
Q3 2024
Added 109.68%
|
|
|
Kilter Howling LLC
Boulder, CO |
Nov 12, 2024 Q3 2024 |
397,708
shares
|
$9.1 Million
11.87% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Tenret CO LLC
|
Nov 14, 2024 Q3 2024 |
388,844
shares
|
$8.9 Million
11.63% of portfolio
|
Q3 2024
Added 10.58%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
379,517
shares
|
$8.69 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
373,999
shares
|
$8.56 Million
2.78% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
356,901
shares
|
$8.17 Million
0.11% of portfolio
|
Q3 2024
Added 16.25%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
342,877
shares
|
$7.85 Million
2.6% of portfolio
|
Q3 2024
Added 9.38%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
334,181
shares
|
$7.65 Million
3.31% of portfolio
|
Q3 2024
Added 105.33%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
331,774
shares
|
$7.59 Million
1.32% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
331,536
shares
|
$7.59 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
322,532
shares
|
$7.38 Million
0.02% of portfolio
|
Q3 2024
Added 24.01%
|