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 |
|---|---|---|---|---|---|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
197,125
shares
|
$4.51 Million
0.47% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
196,714
shares
|
$4.5 Million
0.18% of portfolio
|
Q3 2024
Added 6.64%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
188,643
shares
|
$4.32 Million
2.14% of portfolio
|
Q3 2024
Added 9.03%
|
|
|
Smart Money Group LLC
|
Nov 05, 2024 Q3 2024 |
184,744
shares
|
$4.23 Million
3.39% of portfolio
|
Q3 2024
Added 123.25%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
179,063
shares
|
$4.1 Million
1.35% of portfolio
|
Q3 2024
Added 8.44%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
178,681
shares
|
$4.09 Million
0.02% of portfolio
|
Q3 2024
Added 155.73%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
177,671
shares
|
$4.07 Million
2.9% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
177,526
shares
|
$4.06 Million
0.34% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
174,389
shares
|
$3.99 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
173,117
shares
|
$3.96 Million
0.19% of portfolio
|
Q3 2024
Added 6.5%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
171,090
shares
|
$3.92 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
169,559
shares
|
$3.88 Million
0.0% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
166,518
shares
|
$3.81 Million
0.03% of portfolio
|
Q3 2024
Added 10.25%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
160,524
shares
|
$3.67 Million
0.54% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
157,655
shares
|
$3.61 Million
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
156,013
shares
|
$3.57 Million
0.26% of portfolio
|
Q3 2024
Reduced 5.68%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Nov 05, 2024 Q3 2024 |
150,414
shares
|
$3.44 Million
2.43% of portfolio
|
Q3 2024
Added 11.29%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
149,019
shares
|
$3.41 Million
5.21% of portfolio
|
Q2 2024
Added 1.14%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
146,928
shares
|
$3.36 Million
0.07% of portfolio
|
Q3 2024
Reduced 8.22%
|
|
|
Marotta Asset Management
|
Oct 03, 2024 Q3 2024 |
144,366
shares
|
$3.3 Million
1.35% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Aug 12, 2024 Q2 2024 |
142,394
shares
|
$3.26 Million
4.18% of portfolio
|
Q2 2024
Added 13.2%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 08, 2024 Q3 2024 |
140,262
shares
|
$3.21 Million
6.62% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
139,366
shares
|
$3.19 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Oct 28, 2024 Q3 2024 |
137,792
shares
|
$3.15 Million
5.12% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
134,529
shares
|
$3.08 Million
2.32% of portfolio
|
Q3 2024
Added 4.45%
|