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 |
|---|---|---|---|---|---|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
78,043
shares
|
$1.79 Million
0.79% of portfolio
|
Q3 2024
Added 85.49%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
76,638
shares
|
$1.75 Million
0.12% of portfolio
|
Q3 2024
Reduced 10.7%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
74,953
shares
|
$1.72 Million
0.1% of portfolio
|
Q3 2024
Added 998.21%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
74,284
shares
|
$1.7 Million
0.71% of portfolio
|
Q2 2024
Reduced 1.13%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
74,033
shares
|
$1.69 Million
0.02% of portfolio
|
Q3 2024
Reduced 30.17%
|
|
|
Chesapeake Wealth Management
|
Nov 07, 2024 Q3 2024 |
73,882
shares
|
$1.69 Million
1.2% of portfolio
|
Q3 2024
Added 5.74%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
71,216
shares
|
$1.63 Million
0.27% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Nyl Investors LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
71,000
shares
|
$1.63 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
My Legacy Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
70,491
shares
|
$1.61 Million
1.34% of portfolio
|
Q3 2024
Reduced 41.72%
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
68,448
shares
|
$1.57 Million
0.67% of portfolio
|
Q3 2024
Added 19.29%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 22, 2024 Q3 2024 |
67,040
shares
|
$1.53 Million
0.89% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
65,239
shares
|
$1.49 Million
0.11% of portfolio
|
Q3 2024
Reduced 64.29%
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
65,217
shares
|
$1.49 Million
0.28% of portfolio
|
Q3 2024
Reduced 4.65%
|
|
|
ETF Store, Inc.
|
Nov 07, 2024 Q3 2024 |
65,125
shares
|
$1.49 Million
3.24% of portfolio
|
Q3 2024
Reduced 7.39%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
62,313
shares
|
$1.43 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Oct 10, 2024 Q3 2024 |
62,251
shares
|
$1.42 Million
2.28% of portfolio
|
Q3 2024
Added 4.62%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
61,904
shares
|
$1.42 Million
0.26% of portfolio
|
Q3 2024
Added 18.81%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
60,943
shares
|
$1.39 Million
0.54% of portfolio
|
Q3 2024
Added 28.19%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
60,012
shares
|
$1.37 Million
0.25% of portfolio
|
Q3 2024
Added 6.79%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
59,712
shares
|
$1.37 Million
0.39% of portfolio
|
Q3 2024
Added 4.63%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
59,650
shares
|
$1.37 Million
0.04% of portfolio
|
Q3 2024
Added 26.3%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
58,835
shares
|
$1.35 Million
0.34% of portfolio
|
Q3 2022
Reduced 44.01%
|
|
|
Sightline Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
58,568
shares
|
$1.34 Million
1.54% of portfolio
|
Q3 2024
Reduced 26.89%
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
57,879
shares
|
$1.32 Million
1.48% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
57,448
shares
|
$1.31 Million
0.04% of portfolio
|
Q4 2023
Reduced 26.77%
|