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 707 institutions that hold shares in the stock, with a total of 174 Million shares, which have been reported (via 13F filing form) to have a value of $4.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
316,402
shares
|
$7.4 Million
0.54% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Nov 04, 2025 Q3 2025 |
313,206
shares
|
$7.33 Million
5.24% of portfolio
|
Q3 2025
Reduced 25.48%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Oct 17, 2025 Q3 2025 |
311,250
shares
|
$7.28 Million
2.38% of portfolio
|
Q3 2025
Added 4.99%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
306,927
shares
|
$7.18 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.7%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
301,688
shares
|
$7.06 Million
1.8% of portfolio
|
Q3 2025
Added 17.99%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
299,830
shares
|
$7.02 Million
0.24% of portfolio
|
Q3 2025
Reduced 2.87%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
298,407
shares
|
$6.98 Million
0.51% of portfolio
|
Q3 2025
Added 12.37%
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
294,069
shares
|
$6.88 Million
0.61% of portfolio
|
Q3 2025
Added 11.92%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
284,088
shares
|
$6.65 Million
0.04% of portfolio
|
Q3 2025
Added 384.78%
|
|
|
Marotta Asset Management
|
Oct 16, 2025 Q3 2025 |
284,010
shares
|
$6.65 Million
1.26% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Clay Northam Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
281,620
shares
|
$6.59 Million
3.91% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
280,584
shares
|
$6.57 Million
0.06% of portfolio
|
Q4 2025
Added 6.39%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Oct 23, 2025 Q3 2025 |
279,316
shares
|
$6.54 Million
1.16% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
267,125
shares
|
$6.25 Million
1.88% of portfolio
|
Q2 2023
Reduced 1.77%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 10, 2025 Q3 2025 |
264,606
shares
|
$6.19 Million
1.48% of portfolio
|
Q3 2025
Reduced 12.01%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
261,204
shares
|
$6.11 Million
0.06% of portfolio
|
Q3 2025
Reduced 22.59%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
257,081
shares
|
$6.02 Million
0.02% of portfolio
|
Q3 2025
Reduced 24.66%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
256,910
shares
|
$6.01 Million
2.87% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Oct 24, 2025 Q3 2025 |
255,615
shares
|
$5.98 Million
4.73% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
249,047
shares
|
$5.83 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 07, 2025 Q3 2025 |
248,673
shares
|
$5.82 Million
1.45% of portfolio
|
Q3 2025
Added 8.18%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
248,177
shares
|
$5.81 Million
1.05% of portfolio
|
Q3 2025
Reduced 20.44%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
240,270
shares
|
$5.62 Million
0.4% of portfolio
|
Q3 2025
Added 35.64%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
234,233
shares
|
$5.48 Million
0.17% of portfolio
|
Q3 2025
Reduced 5.61%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
231,127
shares
|
$5.41 Million
0.65% of portfolio
|
Q3 2025
Added 0.15%
|
|