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 |
|---|---|---|---|---|---|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
984
shares
|
$22,828
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
964
shares
|
$22,364
0.01% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
942
shares
|
$21,854
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
934
shares
|
$21,668
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
876
shares
|
$20,323
0.01% of portfolio
|
Q2 2023
Added 0.81%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
840
shares
|
$19,488
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
717
shares
|
$16,634
0.0% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
700
shares
|
$16,240
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
677
shares
|
$15,706
0.0% of portfolio
|
Q4 2024
Added 100.89%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
650
shares
|
$15,080
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
641
shares
|
$14,871
0.0% of portfolio
|
Q1 2025
Reduced 42.56%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
600
shares
|
$13,920
0.0% of portfolio
|
Q2 2021
Added 11.11%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
564
shares
|
$13,084
0.0% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
547
shares
|
$12,690
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
534
shares
|
$12,388
0.0% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
524
shares
|
$12,156
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
520
shares
|
$12,064
0.0% of portfolio
|
Q1 2025
Added 261.11%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
487
shares
|
$11,298
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
483
shares
|
$11,205
0.0% of portfolio
|
Q1 2025
Added 30.54%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
462
shares
|
$10,718
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cordant, Inc.
Portland, OR |
Apr 21, 2025 Q1 2025 |
455
shares
|
$10,556
0.01% of portfolio
|
Q4 2024
Added 100.44%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
432
shares
|
$10,022
0.0% of portfolio
|
Q1 2025
Reduced 57.27%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
427
shares
|
$9,906
0.0% of portfolio
|
Q1 2025
Reduced 98.88%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
409
shares
|
$9,488
0.0% of portfolio
|
Q3 2022
Reduced 73.06%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
409
shares
|
$9,488
0.0% of portfolio
|
Q1 2025
Reduced 99.22%
|