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 702 institutions that hold shares in the stock, with a total of 173 Million shares, which have been reported (via 13F filing form) to have a value of $4.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rocky Mountain Advisers, LLC
|
May 05, 2025 Q1 2025 |
9,106
shares
|
$211,259
0.17% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Exchange Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
9,058
shares
|
$210,145
0.04% of portfolio
|
Q1 2025
Reduced 54.56%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
8,954
shares
|
$207,732
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
8,891
shares
|
$206,271
0.01% of portfolio
|
Q4 2024
Added 102.67%
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
8,860
shares
|
$205,552
0.13% of portfolio
|
Q1 2025
Reduced 84.8%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
8,849
shares
|
$205,296
0.02% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
8,844
shares
|
$205,180
0.0% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
8,817
shares
|
$204,554
0.03% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Index Fund Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
8,743
shares
|
$202,837
0.01% of portfolio
|
Q1 2025
Reduced 12.46%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
8,706
shares
|
$201,979
0.03% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
8,603
shares
|
$199,589
0.06% of portfolio
|
Q1 2025
Reduced 50.33%
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
8,582
shares
|
$199,102
0.33% of portfolio
|
Q1 2023
Reduced 1.66%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
7,980
shares
|
$185,136
0.06% of portfolio
|
Q4 2022
Reduced 5.0%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
7,694
shares
|
$178,500
0.04% of portfolio
|
Q1 2025
Added 25.92%
|
|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
7,636
shares
|
$177,155
0.09% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
7,233
shares
|
$167,805
0.0% of portfolio
|
Q2 2024
Reduced 37.08%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
7,094
shares
|
$164,580
0.04% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
6,900
shares
|
$160,080
0.03% of portfolio
|
Q1 2025
Reduced 5.87%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
6,771
shares
|
$157,087
0.13% of portfolio
|
Q1 2025
Added 5.43%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
6,640
shares
|
$154,048
0.01% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
6,500
shares
|
$150,800
0.05% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
6,291
shares
|
$145,951
0.03% of portfolio
|
Q2 2024
Reduced 28.9%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
6,102
shares
|
$141,566
0.15% of portfolio
|
Q2 2023
Reduced 5.72%
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
6,015
shares
|
$139,548
0.02% of portfolio
|
Q4 2024
Added 80.9%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
5,838
shares
|
$135,441
0.05% of portfolio
|
Q1 2025
Added 0.02%
|