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 |
|---|---|---|---|---|---|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
12,269
shares
|
$284,640
0.04% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
May 13, 2025 Q1 2025 |
12,264
shares
|
$284,524
0.2% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
12,187
shares
|
$282,738
0.03% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Evensky & Katz LLC
|
May 13, 2025 Q1 2025 |
12,069
shares
|
$280,000
0.02% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
May 13, 2025 Q1 2025 |
11,922
shares
|
$276,590
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
11,873
shares
|
$275,453
0.01% of portfolio
|
Q1 2025
Added 15.35%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
11,766
shares
|
$272,971
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
11,747
shares
|
$272,530
0.0% of portfolio
|
Q1 2025
Reduced 17.7%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Feb 14, 2025 Q4 2024 |
11,551
shares
|
$267,983
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
11,480
shares
|
$266,336
0.02% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Apr 09, 2025 Q1 2025 |
11,434
shares
|
$265,268
0.3% of portfolio
|
Q1 2025
Added 19.27%
|
|
|
Access Financial Services, Inc.
|
Apr 17, 2025 Q1 2025 |
11,430
shares
|
$265,176
0.16% of portfolio
|
Q4 2024
Added 63.78%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
11,419
shares
|
$264,920
0.02% of portfolio
|
Q1 2025
Reduced 9.59%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
May 07, 2025 Q1 2025 |
11,411
shares
|
$264,735
0.18% of portfolio
|
Q1 2025
Reduced 17.66%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
11,404
shares
|
$264,572
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,288
shares
|
$261,881
0.0% of portfolio
|
Q3 2024
Added 57.9%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
11,220
shares
|
$260,304
0.12% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
May 02, 2025 Q1 2025 |
11,218
shares
|
$260,257
0.08% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
11,000
shares
|
$255,200
0.02% of portfolio
|
Q4 2024
Added 66.67%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
10,956
shares
|
$254,179
0.01% of portfolio
|
Q4 2024
Added 104.63%
|
|
|
Souders Financial Advisors
|
May 05, 2025 Q1 2025 |
10,944
shares
|
$253,900
0.04% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
10,920
shares
|
$253,344
0.86% of portfolio
|
Q3 2022
Added 16.07%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
10,768
shares
|
$249,817
0.01% of portfolio
|
Q4 2024
Added 74.13%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Apr 16, 2025 Q1 2025 |
10,757
shares
|
$249,562
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
10,653
shares
|
$247,149
0.08% of portfolio
|
Q4 2024
New holding
|