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 |
|---|---|---|---|---|---|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
134,390
shares
|
$3.08 Million
2.5% of portfolio
|
Q3 2024
Added 5.46%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
131,701
shares
|
$3.01 Million
0.6% of portfolio
|
Q3 2024
Reduced 6.02%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
131,630
shares
|
$3.01 Million
0.26% of portfolio
|
Q3 2024
Added 16.12%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
131,385
shares
|
$3.01 Million
0.63% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
128,546
shares
|
$2.94 Million
1.74% of portfolio
|
Q3 2024
Added 260.92%
|
|
|
Peak Financial Management, Inc.
|
Oct 15, 2024 Q3 2024 |
125,220
shares
|
$2.87 Million
1.77% of portfolio
|
Q3 2024
Added 5.95%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
124,350
shares
|
$2.85 Million
0.0% of portfolio
|
Q3 2024
Reduced 38.86%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
124,150
shares
|
$2.84 Million
0.23% of portfolio
|
Q2 2024
Added 20.98%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Aug 08, 2024 Q2 2024 |
122,475
shares
|
$2.8 Million
2.43% of portfolio
|
Q2 2024
Reduced 6.5%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
121,105
shares
|
$2.77 Million
0.27% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
119,485
shares
|
$2.74 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
118,247
shares
|
$2.71 Million
1.23% of portfolio
|
Q3 2024
Added 131.13%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
117,782
shares
|
$2.7 Million
2.4% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
115,863
shares
|
$2.65 Million
0.48% of portfolio
|
Q3 2024
Added 8.64%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
113,653
shares
|
$2.6 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
113,375
shares
|
$2.6 Million
4.71% of portfolio
|
Q4 2023
Reduced 2.91%
|
|
|
Friedenthal Financial
|
Oct 17, 2024 Q3 2024 |
111,359
shares
|
$2.55 Million
3.48% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
109,816
shares
|
$2.51 Million
1.25% of portfolio
|
Q3 2024
Added 306.06%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
109,324
shares
|
$2.5 Million
0.01% of portfolio
|
Q3 2024
Added 15.61%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
108,945
shares
|
$2.49 Million
0.24% of portfolio
|
Q3 2024
Added 352.6%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
108,416
shares
|
$2.48 Million
0.12% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
108,356
shares
|
$2.48 Million
0.06% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
106,851
shares
|
$2.45 Million
0.02% of portfolio
|
Q3 2024
Added 8.0%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
104,400
shares
|
$2.39 Million
0.17% of portfolio
|
Q3 2024
Added 7.12%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 06, 2024 Q3 2024 |
104,374
shares
|
$2.39 Million
1.85% of portfolio
|
Q3 2024
Reduced 5.81%
|