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 |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
2,231
shares
|
$51,067
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,107
shares
|
$48,229
0.0% of portfolio
|
Q2 2024
Added 2.18%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
2,101
shares
|
$48,091
0.01% of portfolio
|
Q4 2023
Added 228.28%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
2,050
shares
|
$46,924
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,878
shares
|
$42,987
0.0% of portfolio
|
Q3 2024
Reduced 26.47%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
1,847
shares
|
$42,277
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Granite Investment Partners, LLC
|
Nov 12, 2024 Q3 2024 |
1,835
shares
|
$42,003
0.0% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
1,737
shares
|
$39,759
0.03% of portfolio
|
Q3 2024
Added 8.56%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
1,681
shares
|
$38,478
0.0% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
1,561
shares
|
$35,731
0.02% of portfolio
|
Q2 2024
Added 124.93%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
1,513
shares
|
$34,632
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
1,462
shares
|
$33,465
0.0% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
1,377
shares
|
$31,519
0.03% of portfolio
|
Q3 2024
Reduced 45.27%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
1,351
shares
|
$30,924
0.06% of portfolio
|
Q2 2024
Added 0.3%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
1,325
shares
|
$30,329
0.0% of portfolio
|
Q4 2023
Added 76.67%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
1,297
shares
|
$29,688
0.02% of portfolio
|
Q3 2024
Reduced 13.71%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,177
shares
|
$26,941
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
1,167
shares
|
$26,712
0.02% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
1,017
shares
|
$23,279
0.0% of portfolio
|
Q3 2024
Added 6.05%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,005
shares
|
$23,004
0.0% of portfolio
|
Q2 2022
Reduced 5.19%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
984
shares
|
$22,523
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
942
shares
|
$21,562
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
876
shares
|
$20,051
0.01% of portfolio
|
Q2 2023
Added 0.81%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
811
shares
|
$18,563
0.02% of portfolio
|
Q3 2024
Reduced 14.72%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
782
shares
|
$17,899
0.0% of portfolio
|
Q1 2024
Reduced 0.26%
|