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 |
|---|---|---|---|---|---|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
59
shares
|
$1,350
0.01% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
57
shares
|
$1,304
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
55
shares
|
$1,258
0.0% of portfolio
|
Q3 2024
Added 5.77%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
53
shares
|
$1,213
0.0% of portfolio
|
Q3 2024
Reduced 65.36%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
45
shares
|
$1,030
0.0% of portfolio
|
Q2 2024
Added 50.0%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
43
shares
|
$984
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
35
shares
|
$801
0.0% of portfolio
|
Q3 2024
Added 94.44%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
30
shares
|
$686
0.0% of portfolio
|
Q4 2023
Reduced 43.4%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
28
shares
|
$640
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
27
shares
|
$618
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
26
shares
|
$595
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
26
shares
|
$595
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
26
shares
|
$595
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
25
shares
|
$572
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
24
shares
|
$549
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
23
shares
|
$526
0.0% of portfolio
|
Q1 2024
Reduced 95.14%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
16
shares
|
$366
0.0% of portfolio
|
Q2 2024
Reduced 77.46%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
16
shares
|
$366
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
12
shares
|
$274
0.0% of portfolio
|
Q3 2024
Reduced 7.69%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
11
shares
|
$251
0.0% of portfolio
|
Q3 2024
Reduced 79.63%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
10
shares
|
$228
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
9
shares
|
$206
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
5
shares
|
$114
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
1
shares
|
$22
0.0% of portfolio
|
Q1 2024
Reduced 83.33%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|