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 |
|---|---|---|---|---|---|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
226,457
shares
|
$5.25 Million
3.85% of portfolio
|
Q3 2024
Added 66.03%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
224,349
shares
|
$5.2 Million
0.5% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
222,106
shares
|
$5.15 Million
0.42% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
218,665
shares
|
$5.07 Million
0.13% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
218,196
shares
|
$5.06 Million
0.08% of portfolio
|
Q1 2025
Added 141.97%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
211,726
shares
|
$4.91 Million
2.85% of portfolio
|
Q1 2025
Added 139.73%
|
|
|
Guardian Financial Partners, LLC
|
Apr 22, 2025 Q1 2025 |
207,257
shares
|
$4.81 Million
3.02% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Smart Money Group LLC
|
May 12, 2025 Q1 2025 |
206,027
shares
|
$4.78 Million
4.5% of portfolio
|
Q1 2025
Added 41.79%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
May 07, 2025 Q1 2025 |
196,293
shares
|
$4.55 Million
1.94% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
192,293
shares
|
$4.46 Million
0.32% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Apr 24, 2025 Q1 2025 |
192,259
shares
|
$4.46 Million
3.52% of portfolio
|
Q1 2025
Added 10.43%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
May 06, 2025 Q1 2025 |
192,217
shares
|
$4.46 Million
1.43% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
189,006
shares
|
$4.38 Million
0.55% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
188,643
shares
|
$4.38 Million
2.14% of portfolio
|
Q3 2024
Added 9.03%
|
|
|
Hc Advisors, LLC
|
May 13, 2025 Q1 2025 |
186,922
shares
|
$4.34 Million
3.43% of portfolio
|
Q1 2025
Added 6.58%
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
185,795
shares
|
$4.31 Million
1.84% of portfolio
|
Q1 2025
Added 5.2%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
185,144
shares
|
$4.3 Million
1.66% of portfolio
|
Q1 2025
Added 298.1%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Apr 30, 2025 Q1 2025 |
184,298
shares
|
$4.28 Million
1.34% of portfolio
|
Q1 2025
Reduced 5.82%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
May 09, 2025 Q1 2025 |
183,387
shares
|
$4.25 Million
9.66% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Apr 29, 2025 Q1 2025 |
182,547
shares
|
$4.24 Million
8.76% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
182,342
shares
|
$4.23 Million
0.6% of portfolio
|
Q1 2025
Added 5.6%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
182,028
shares
|
$4.22 Million
1.18% of portfolio
|
Q4 2024
Added 117.65%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
179,803
shares
|
$4.17 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.87%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
178,459
shares
|
$4.14 Million
0.05% of portfolio
|
Q1 2025
Added 301.43%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
176,259
shares
|
$4.09 Million
1.47% of portfolio
|
Q1 2025
Reduced 0.06%
|