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 |
|---|---|---|---|---|---|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
14,212
shares
|
$322,328
0.0% of portfolio
|
Q1 2025
Added 15.88%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
14,169
shares
|
$321,352
0.01% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
14,166
shares
|
$321,284
0.32% of portfolio
|
Q1 2025
Reduced 12.71%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
14,161
shares
|
$321,171
0.96% of portfolio
|
Q3 2023
Added 0.27%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
14,036
shares
|
$318,336
1.02% of portfolio
|
Q3 2023
Reduced 7.18%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
14,010
shares
|
$317,746
0.0% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Midwest Heritage Bank, Fsb
|
May 02, 2025 Q1 2025 |
13,903
shares
|
$315,320
0.14% of portfolio
|
Q1 2025
Reduced 30.38%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
May 09, 2025 Q1 2025 |
13,832
shares
|
$313,709
0.07% of portfolio
|
Q1 2025
Added 52.33%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
13,674
shares
|
$310,126
0.01% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
13,594
shares
|
$308,311
0.06% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
13,455
shares
|
$305,159
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Code Waechter LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
13,448
shares
|
$305,000
0.26% of portfolio
|
Q1 2025
Added 8.43%
|
|
|
Gs Investments, Inc.
|
May 08, 2025 Q1 2025 |
13,348
shares
|
$302,732
0.15% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Apr 21, 2025 Q1 2025 |
13,328
shares
|
$302,279
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
13,302
shares
|
$301,689
0.0% of portfolio
|
Q1 2025
Reduced 52.92%
|
|
|
First National Corp
|
Apr 11, 2025 Q1 2025 |
13,229
shares
|
$300,033
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
12,974
shares
|
$294,250
0.05% of portfolio
|
Q1 2025
Added 23.0%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
12,953
shares
|
$293,774
0.01% of portfolio
|
Q1 2025
Reduced 52.74%
|
|
|
Manchester Financial Inc
|
May 13, 2025 Q1 2025 |
12,882
shares
|
$292,163
0.07% of portfolio
|
Q1 2025
Reduced 67.43%
|
|
|
Partners In Financial Planning
Salem, VA |
Apr 30, 2025 Q1 2025 |
12,854
shares
|
$291,528
0.06% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
12,724
shares
|
$288,580
0.0% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
12,570
shares
|
$285,087
0.04% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Diversified Investment Strategies, LLC
|
May 13, 2025 Q1 2025 |
12,560
shares
|
$284,860
0.2% of portfolio
|
Q1 2025
Reduced 32.58%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
May 14, 2025 Q1 2025 |
12,522
shares
|
$283,998
0.09% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
12,410
shares
|
$281,458
0.32% of portfolio
|
Q2 2024
Added 10.48%
|