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 |
|---|---|---|---|---|---|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
10,920
shares
|
$252,797
0.86% of portfolio
|
Q3 2022
Added 16.07%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
10,768
shares
|
$249,279
0.01% of portfolio
|
Q4 2024
Added 74.13%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Apr 16, 2025 Q1 2025 |
10,757
shares
|
$249,024
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
10,653
shares
|
$246,616
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Vaughan David Investments LLC
Peoria, IL |
May 13, 2025 Q1 2025 |
10,241
shares
|
$237,079
0.01% of portfolio
|
Q1 2025
Reduced 8.86%
|
|
|
Whelan Financial
|
Apr 29, 2025 Q1 2025 |
10,200
shares
|
$236,130
0.09% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
10,178
shares
|
$235,620
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
10,149
shares
|
$234,949
0.01% of portfolio
|
Q1 2025
Reduced 11.81%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
May 05, 2025 Q1 2025 |
10,134
shares
|
$234,602
0.04% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
May 14, 2025 Q1 2025 |
10,103
shares
|
$233,884
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
10,035
shares
|
$232,310
0.02% of portfolio
|
Q4 2022
Reduced 85.11%
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
10,020
shares
|
$231,963
0.02% of portfolio
|
Q1 2025
Reduced 12.55%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
10,001
shares
|
$231,523
0.11% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
May 09, 2025 Q1 2025 |
10,000
shares
|
$231,500
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
9,987
shares
|
$231,199
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Quantum Capital Management, LLC
Northfield, NJ |
May 14, 2025 Q1 2025 |
9,963
shares
|
$230,643
0.03% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Apr 25, 2025 Q1 2025 |
9,944
shares
|
$230,203
0.18% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
9,652
shares
|
$223,443
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
May 08, 2025 Q1 2025 |
9,606
shares
|
$222,378
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Maple Capital Management, Inc.
|
Jun 16, 2025 Q1 2025 |
9,549
shares
|
$221,059
0.02% of portfolio
|
Q1 2025
Reduced 6.33%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
9,516
shares
|
$220,295
0.01% of portfolio
|
Q1 2025
Reduced 6.04%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
9,456
shares
|
$218,906
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
9,393
shares
|
$217,447
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
9,270
shares
|
$214,600
0.07% of portfolio
|
Q1 2025
Added 12.55%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
9,241
shares
|
$213,929
0.02% of portfolio
|
Q1 2025
New holding
|