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 |
|---|---|---|---|---|---|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
2,654
shares
|
$61,572
0.07% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
2,650
shares
|
$61,480
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Townsend Asset Management Corp
|
Apr 21, 2025 Q1 2025 |
2,638
shares
|
$61,201
0.02% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
2,486
shares
|
$57,675
0.03% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,447
shares
|
$56,770
0.04% of portfolio
|
Q3 2024
Added 33.57%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
2,378
shares
|
$55,169
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
2,354
shares
|
$54,612
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
2,332
shares
|
$54,102
0.03% of portfolio
|
Q3 2021
Reduced 10.58%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
2,250
shares
|
$52,200
0.0% of portfolio
|
Q1 2025
Reduced 68.11%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,166
shares
|
$50,251
0.0% of portfolio
|
Q4 2024
Reduced 65.34%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,107
shares
|
$48,882
0.0% of portfolio
|
Q2 2024
Added 2.18%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
2,004
shares
|
$46,492
0.0% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
1,564
shares
|
$36,284
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
1,556
shares
|
$36,099
0.03% of portfolio
|
Q1 2025
Reduced 73.61%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
1,536
shares
|
$35,635
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
1,530
shares
|
$35,496
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
1,526
shares
|
$35,403
0.02% of portfolio
|
Q1 2025
Reduced 6.44%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
1,384
shares
|
$32,108
0.0% of portfolio
|
Q1 2025
Added 14.0%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
1,351
shares
|
$31,343
0.06% of portfolio
|
Q2 2024
Added 0.3%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
1,282
shares
|
$29,742
0.0% of portfolio
|
Q1 2025
Reduced 63.43%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,250
shares
|
$29,000
0.0% of portfolio
|
Q4 2024
Added 4529.63%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
1,230
shares
|
$28,536
0.0% of portfolio
|
Q1 2025
Reduced 11.76%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
1,198
shares
|
$27,793
0.0% of portfolio
|
Q4 2024
Added 2001.75%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
1,105
shares
|
$25,636
0.01% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Tower View Investment Management & Research LLC
|
Apr 22, 2025 Q1 2025 |
1,035
shares
|
$24,012
0.01% of portfolio
|
Q1 2025
New holding
|