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 |
|---|---|---|---|---|---|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
4,624
shares
|
$105,843
0.03% of portfolio
|
Q3 2024
Reduced 26.68%
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
4,592
shares
|
$105,110
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,568
shares
|
$104,561
0.02% of portfolio
|
Q3 2024
Reduced 21.73%
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
4,553
shares
|
$104,218
0.18% of portfolio
|
Q1 2023
Reduced 9.36%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
4,413
shares
|
$101,013
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
4,411
shares
|
$100,967
0.01% of portfolio
|
Q3 2024
Reduced 5.61%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
4,387
shares
|
$100,418
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,320
shares
|
$98,884
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
4,266
shares
|
$97,648
0.03% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Genesee Capital Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,224
shares
|
$96,687
0.1% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
4,212
shares
|
$96,412
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Joseph Group Capital Management
Columbus, OH |
Nov 07, 2024 Q3 2024 |
4,063
shares
|
$93,002
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
3,818
shares
|
$87,394
0.1% of portfolio
|
Q3 2024
Reduced 26.35%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
3,665
shares
|
$83,891
0.03% of portfolio
|
Q1 2024
Reduced 84.71%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
3,637
shares
|
$83,250
0.01% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
3,547
shares
|
$81,190
0.04% of portfolio
|
Q2 2024
Reduced 6.95%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
3,513
shares
|
$80,412
0.0% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
3,325
shares
|
$76,109
0.02% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
3,285
shares
|
$75,193
0.03% of portfolio
|
Q2 2024
Reduced 18.34%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
3,271
shares
|
$74,873
0.12% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
3,250
shares
|
$74,392
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
2,919
shares
|
$66,815
0.05% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
2,654
shares
|
$60,750
0.07% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,447
shares
|
$56,011
0.04% of portfolio
|
Q3 2024
Added 33.57%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
2,332
shares
|
$53,379
0.03% of portfolio
|
Q3 2021
Reduced 10.58%
|