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 705 institutions that hold shares in the stock, with a total of 174 Million shares, which have been reported (via 13F filing form) to have a value of $4.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Regimen Wealth, LLC
Atlanta, GA |
May 14, 2025 Q1 2025 |
12,522
shares
|
$289,884
0.09% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
12,410
shares
|
$287,291
0.32% of portfolio
|
Q2 2024
Added 10.48%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
12,312
shares
|
$285,022
0.21% of portfolio
|
Q2 2025
Reduced 7.62%
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
12,269
shares
|
$284,027
0.04% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
May 13, 2025 Q1 2025 |
12,264
shares
|
$283,911
0.2% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
12,187
shares
|
$282,129
0.03% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Evensky & Katz LLC
|
May 13, 2025 Q1 2025 |
12,069
shares
|
$279,397
0.02% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
May 13, 2025 Q1 2025 |
11,922
shares
|
$275,994
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
11,873
shares
|
$274,859
0.01% of portfolio
|
Q1 2025
Added 15.35%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
11,813
shares
|
$273,470
0.01% of portfolio
|
Q2 2025
Reduced 12.2%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
11,766
shares
|
$272,382
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Jul 10, 2025 Q2 2025 |
11,764
shares
|
$272,336
0.29% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
11,747
shares
|
$271,943
0.0% of portfolio
|
Q1 2025
Reduced 17.7%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
May 29, 2025 Q1 2025 |
11,550
shares
|
$267,382
0.16% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
11,480
shares
|
$265,762
0.02% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Access Financial Services, Inc.
|
Apr 17, 2025 Q1 2025 |
11,430
shares
|
$264,604
0.16% of portfolio
|
Q4 2024
Added 63.78%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
11,419
shares
|
$264,349
0.02% of portfolio
|
Q1 2025
Reduced 9.59%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
May 07, 2025 Q1 2025 |
11,411
shares
|
$264,164
0.18% of portfolio
|
Q1 2025
Reduced 17.66%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
11,404
shares
|
$264,002
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,288
shares
|
$261,317
0.0% of portfolio
|
Q3 2024
Added 57.9%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
11,220
shares
|
$259,742
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
|
$259,696
0.08% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
11,000
shares
|
$254,649
0.02% of portfolio
|
Q4 2024
Added 66.67%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
10,956
shares
|
$253,631
0.01% of portfolio
|
Q4 2024
Added 104.63%
|
|
|
Souders Financial Advisors
|
May 05, 2025 Q1 2025 |
10,944
shares
|
$253,353
0.04% of portfolio
|
Q1 2025
Reduced 2.43%
|