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 |
|---|---|---|---|---|---|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
320,710
shares
|
$7.34 Million
0.21% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
296,487
shares
|
$6.79 Million
3.19% of portfolio
|
Q3 2024
Added 34780.82%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Oct 23, 2024 Q3 2024 |
285,755
shares
|
$6.54 Million
8.84% of portfolio
|
Q3 2024
Added 13.87%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
275,067
shares
|
$6.3 Million
2.36% of portfolio
|
Q3 2024
Reduced 4.9%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 04, 2024 Q3 2024 |
274,050
shares
|
$6.27 Million
5.67% of portfolio
|
Q3 2024
Added 6.73%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
267,125
shares
|
$6.11 Million
1.88% of portfolio
|
Q2 2023
Reduced 1.77%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
260,268
shares
|
$5.96 Million
0.71% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
259,690
shares
|
$5.94 Million
2.64% of portfolio
|
Q3 2024
Added 12.82%
|
|
|
Columbus Macro, LLC
|
Oct 18, 2024 Q3 2024 |
257,525
shares
|
$5.89 Million
4.46% of portfolio
|
Q3 2024
Added 16.95%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Oct 21, 2024 Q3 2024 |
251,032
shares
|
$5.75 Million
3.04% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2024 Q3 2024 |
250,578
shares
|
$5.74 Million
5.6% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
243,964
shares
|
$5.58 Million
0.9% of portfolio
|
Q3 2024
Added 192.69%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 15, 2024 Q3 2024 |
235,266
shares
|
$5.39 Million
8.69% of portfolio
|
Q3 2024
Added 13.6%
|
|
|
Myecfo, LLC
La Jolla, CA |
Oct 07, 2024 Q3 2024 |
234,106
shares
|
$5.36 Million
6.03% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
233,793
shares
|
$5.35 Million
0.03% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
226,457
shares
|
$5.18 Million
3.85% of portfolio
|
Q3 2024
Added 66.03%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
216,183
shares
|
$4.95 Million
1.42% of portfolio
|
Q3 2024
Added 6.75%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
215,844
shares
|
$4.94 Million
0.12% of portfolio
|
Q3 2024
Added 8.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
214,556
shares
|
$4.91 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 14, 2024 Q3 2024 |
213,822
shares
|
$4.89 Million
1.2% of portfolio
|
Q3 2024
Added 79.41%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
205,313
shares
|
$4.7 Million
0.12% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
198,676
shares
|
$4.55 Million
4.86% of portfolio
|
Q3 2024
Reduced 9.95%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
197,749
shares
|
$4.53 Million
1.78% of portfolio
|
Q3 2024
Added 4.49%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
197,671
shares
|
$4.52 Million
0.01% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
197,570
shares
|
$4.52 Million
0.34% of portfolio
|
Q3 2024
Added 7.64%
|