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 707 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 $4.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
11,459
shares
|
$268,140
0.01% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Access Financial Services, Inc.
|
Oct 20, 2025 Q3 2025 |
11,430
shares
|
$267,462
0.13% of portfolio
|
Q4 2024
Added 63.78%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,288
shares
|
$264,139
0.0% of portfolio
|
Q3 2024
Added 57.9%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2025 Q3 2025 |
11,172
shares
|
$261,424
0.0% of portfolio
|
Q3 2025
Reduced 41.78%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
11,086
shares
|
$259,412
0.09% of portfolio
|
Q3 2025
Added 14.9%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2025 Q3 2025 |
10,984
shares
|
$257,025
0.21% of portfolio
|
Q3 2025
Added 8.25%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
10,980
shares
|
$256,931
0.18% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
10,963
shares
|
$256,534
0.08% of portfolio
|
Q4 2025
Reduced 24.51%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
10,920
shares
|
$255,527
0.86% of portfolio
|
Q3 2022
Added 16.07%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
Nov 12, 2025 Q3 2025 |
10,879
shares
|
$254,568
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Souders Financial Advisors
|
Nov 04, 2025 Q3 2025 |
10,847
shares
|
$253,819
0.03% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
10,813
shares
|
$253,024
0.0% of portfolio
|
Q3 2025
Reduced 13.02%
|
|
|
Lawson Kroeker Investment Management Inc
|
Oct 20, 2025 Q3 2025 |
10,731
shares
|
$251,105
0.05% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
10,710
shares
|
$250,613
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
10,671
shares
|
$249,701
0.0% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
10,653
shares
|
$249,280
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
10,644
shares
|
$249,069
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gs Investments, Inc.
|
Nov 06, 2025 Q3 2025 |
10,608
shares
|
$248,227
0.12% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Nov 24, 2025 Q3 2025 |
10,577
shares
|
$247,501
0.04% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
10,564
shares
|
$247,197
0.01% of portfolio
|
Q3 2025
Reduced 51.14%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
10,465
shares
|
$244,880
0.01% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
Quantum Capital Management, LLC
Northfield, NJ |
Nov 12, 2025 Q3 2025 |
10,171
shares
|
$238,001
0.03% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Nov 06, 2025 Q3 2025 |
10,134
shares
|
$237,135
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2025 Q3 2025 |
10,100
shares
|
$236,340
0.01% of portfolio
|
Q3 2025
Reduced 8.18%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
10,051
shares
|
$235,193
0.05% of portfolio
|
Q3 2025
Added 7.82%
|
|