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 |
|---|---|---|---|---|---|
|
Seven One Seven Capital Management
Lancaster, PA |
Feb 12, 2024 Q4 2023 |
5,433
shares
|
$126,045
11.47% of portfolio
|
Q4 2023
Reduced 90.9%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
5,333
shares
|
$123,725
0.01% of portfolio
|
Q1 2025
Added 11.71%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,285
shares
|
$122,612
0.01% of portfolio
|
Q2 2020
Added 30.2%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
5,283
shares
|
$122,565
0.0% of portfolio
|
Q1 2025
Reduced 50.9%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
5,276
shares
|
$122,403
0.04% of portfolio
|
Q1 2025
Added 16.13%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
5,261
shares
|
$122,055
0.0% of portfolio
|
Q2 2022
Added 0.15%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
5,238
shares
|
$121,521
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
5,064
shares
|
$117,484
0.01% of portfolio
|
Q1 2025
Added 6.1%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
5,001
shares
|
$116,023
0.08% of portfolio
|
Q1 2025
Added 201.45%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
5,000
shares
|
$116,000
0.03% of portfolio
|
Q3 2022
Reduced 37.89%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
4,976
shares
|
$115,443
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
4,856
shares
|
$112,659
0.14% of portfolio
|
Q4 2022
Added 0.94%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
4,679
shares
|
$108,552
0.02% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
4,507
shares
|
$104,562
0.05% of portfolio
|
Q1 2025
Added 132.56%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
4,287
shares
|
$99,458
0.08% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
4,202
shares
|
$97,486
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Granite Investment Partners, LLC
|
May 13, 2025 Q1 2025 |
3,780
shares
|
$87,696
0.0% of portfolio
|
Q4 2024
Added 105.99%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
3,717
shares
|
$86,234
0.01% of portfolio
|
Q4 2024
Added 101.25%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
3,691
shares
|
$85,631
0.03% of portfolio
|
Q4 2024
Added 40911.11%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
3,362
shares
|
$77,998
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
3,161
shares
|
$73,335
0.0% of portfolio
|
Q1 2025
Reduced 79.65%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
3,072
shares
|
$71,270
0.02% of portfolio
|
Q4 2024
Added 96.8%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
2,957
shares
|
$68,602
0.0% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
2,930
shares
|
$67,976
0.0% of portfolio
|
Q1 2025
Added 1005.66%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
2,691
shares
|
$62,431
0.0% of portfolio
|
Q1 2025
Reduced 62.91%
|