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 |
|---|---|---|---|---|---|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 05, 2024 Q3 2024 |
103,683
shares
|
$2.37 Million
1.48% of portfolio
|
Q3 2024
Added 7.38%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
103,293
shares
|
$2.36 Million
0.02% of portfolio
|
Q3 2024
Added 171.48%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
103,011
shares
|
$2.36 Million
0.95% of portfolio
|
Q3 2024
Reduced 4.67%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Nov 04, 2024 Q3 2024 |
101,863
shares
|
$2.33 Million
1.46% of portfolio
|
Q3 2024
Added 14.53%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
101,532
shares
|
$2.32 Million
0.5% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
99,769
shares
|
$2.28 Million
0.01% of portfolio
|
Q3 2024
Added 154.83%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
99,367
shares
|
$2.27 Million
0.57% of portfolio
|
Q3 2024
Added 86.73%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
99,096
shares
|
$2.27 Million
1.75% of portfolio
|
Q3 2024
Added 180.87%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 16, 2024 Q3 2024 |
97,165
shares
|
$2.22 Million
0.56% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
94,621
shares
|
$2.17 Million
0.43% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
91,340
shares
|
$2.09 Million
0.32% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Oct 15, 2024 Q3 2024 |
90,516
shares
|
$2.07 Million
9.58% of portfolio
|
Q3 2024
Added 63.68%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
90,015
shares
|
$2.06 Million
0.51% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
88,014
shares
|
$2.01 Million
0.21% of portfolio
|
Q3 2024
Added 215.79%
|
|
|
Hc Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
87,700
shares
|
$2.01 Million
3.55% of portfolio
|
Q3 2024
Added 13.22%
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
86,805
shares
|
$1.99 Million
1.77% of portfolio
|
Q2 2024
Added 13.1%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
86,251
shares
|
$1.97 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
85,901
shares
|
$1.97 Million
2.56% of portfolio
|
Q2 2023
New holding
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
85,778
shares
|
$1.96 Million
0.36% of portfolio
|
Q3 2024
Added 12.4%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
85,540
shares
|
$1.96 Million
0.55% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
85,494
shares
|
$1.96 Million
0.3% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
85,066
shares
|
$1.95 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Apeiron Ria LLC
|
Nov 14, 2024 Q3 2024 |
83,634
shares
|
$1.91 Million
1.16% of portfolio
|
Q3 2024
Added 7.97%
|
|
|
Guardian Financial Partners, LLC
|
Oct 31, 2024 Q3 2024 |
81,994
shares
|
$1.88 Million
3.04% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
79,903
shares
|
$1.83 Million
0.01% of portfolio
|
Q3 2024
Added 2.97%
|