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 |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
5,449
shares
|
$124,727
0.01% of portfolio
|
Q3 2024
Reduced 18.55%
|
|
|
Seven One Seven Capital Management
Lancaster, PA |
Feb 12, 2024 Q4 2023 |
5,433
shares
|
$124,361
11.47% of portfolio
|
Q4 2023
Reduced 90.9%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Oct 11, 2024 Q3 2024 |
5,390
shares
|
$123,377
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
5,354
shares
|
$122,553
0.01% of portfolio
|
Q1 2024
Reduced 2.76%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,285
shares
|
$120,973
0.01% of portfolio
|
Q2 2020
Added 30.2%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,274
shares
|
$120,721
0.04% of portfolio
|
Q2 2024
Added 8.1%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
5,261
shares
|
$120,424
0.0% of portfolio
|
Q2 2022
Added 0.15%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
5,190
shares
|
$118,799
0.0% of portfolio
|
Q3 2024
Added 1237.63%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
5,185
shares
|
$118,684
0.02% of portfolio
|
Q3 2024
Reduced 74.37%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
5,155
shares
|
$117,997
0.05% of portfolio
|
Q3 2024
Reduced 17.61%
|
|
|
Maple Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
5,152
shares
|
$117,929
0.02% of portfolio
|
Q3 2024
Reduced 38.22%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
5,067
shares
|
$115,983
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
5,017
shares
|
$114,839
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
5,000
shares
|
$114,450
0.03% of portfolio
|
Q3 2022
Reduced 37.89%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
4,950
shares
|
$113,305
0.0% of portfolio
|
Q2 2024
Reduced 13.02%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
4,946
shares
|
$113,213
0.06% of portfolio
|
Q2 2024
Reduced 2.66%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
4,929
shares
|
$112,824
0.01% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
4,860
shares
|
$111,245
0.1% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
4,856
shares
|
$111,153
0.14% of portfolio
|
Q4 2022
Added 0.94%
|
|
|
Quantum Capital Management, LLC
Northfield, NJ |
Nov 13, 2024 Q3 2024 |
4,836
shares
|
$110,696
0.03% of portfolio
|
Q3 2024
Reduced 8.91%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
4,795
shares
|
$109,757
0.02% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
4,743
shares
|
$108,567
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Barden Capital Management, Inc.
|
Oct 18, 2024 Q3 2024 |
4,704
shares
|
$107,674
0.2% of portfolio
|
Q1 2024
Reduced 13.75%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
4,679
shares
|
$107,102
0.02% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 10, 2024 Q3 2024 |
4,662
shares
|
$106,713
0.12% of portfolio
|
Q3 2024
Reduced 34.85%
|