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 700 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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
303,563
shares
|
$7.04 Million
0.28% of portfolio
|
Q1 2025
Added 12.62%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
302,295
shares
|
$7.01 Million
0.92% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Peak Financial Management, Inc.
|
May 12, 2025 Q1 2025 |
300,419
shares
|
$6.97 Million
2.11% of portfolio
|
Q1 2025
Added 8.87%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
299,141
shares
|
$6.94 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Clay Northam Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
289,841
shares
|
$6.72 Million
4.79% of portfolio
|
Q1 2025
Added 7.97%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
May 19, 2025 Q1 2025 |
287,248
shares
|
$6.66 Million
2.63% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Apr 23, 2025 Q1 2025 |
283,942
shares
|
$6.59 Million
1.47% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
Reston Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
275,696
shares
|
$6.4 Million
2.59% of portfolio
|
Q1 2025
Reduced 9.99%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
272,719
shares
|
$6.33 Million
0.65% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Apr 24, 2025 Q1 2025 |
267,724
shares
|
$6.21 Million
4.89% of portfolio
|
Q1 2025
Reduced 5.05%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
267,125
shares
|
$6.2 Million
1.88% of portfolio
|
Q2 2023
Reduced 1.77%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
266,167
shares
|
$6.18 Million
0.23% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
265,106
shares
|
$6.15 Million
0.28% of portfolio
|
Q1 2025
Added 10.4%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
253,639
shares
|
$5.88 Million
0.48% of portfolio
|
Q1 2025
Added 7.77%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
253,564
shares
|
$5.88 Million
0.28% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Apr 29, 2025 Q1 2025 |
251,542
shares
|
$5.84 Million
5.28% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
246,795
shares
|
$5.73 Million
0.22% of portfolio
|
Q1 2025
Added 44.72%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
240,532
shares
|
$5.58 Million
1.74% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
240,195
shares
|
$5.57 Million
0.07% of portfolio
|
Q1 2025
Reduced 33.08%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
237,084
shares
|
$5.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 40.93%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
236,095
shares
|
$5.48 Million
0.02% of portfolio
|
Q1 2025
Added 6.07%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
235,018
shares
|
$5.45 Million
0.19% of portfolio
|
Q1 2025
Reduced 18.83%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
233,455
shares
|
$5.42 Million
0.02% of portfolio
|
Q1 2025
Reduced 49.29%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
228,640
shares
|
$5.3 Million
1.16% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
May 12, 2025 Q1 2025 |
228,290
shares
|
$5.3 Million
1.85% of portfolio
|
Q1 2025
Added 3.26%
|