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 |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
174,389
shares
|
$4.05 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
173,640
shares
|
$4.03 Million
2.47% of portfolio
|
Q1 2025
Reduced 23.1%
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
170,003
shares
|
$3.94 Million
2.7% of portfolio
|
Q1 2025
Reduced 23.67%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
165,523
shares
|
$3.84 Million
0.1% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
May 14, 2025 Q1 2025 |
164,617
shares
|
$3.82 Million
8.05% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
163,109
shares
|
$3.78 Million
0.1% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
May 07, 2025 Q1 2025 |
161,215
shares
|
$3.74 Million
1.2% of portfolio
|
Q1 2025
Added 76.86%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
157,655
shares
|
$3.66 Million
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
157,372
shares
|
$3.65 Million
0.02% of portfolio
|
Q1 2025
Reduced 52.16%
|
|
|
Nyl Investors LLC
New York, NY |
May 07, 2025 Q1 2025 |
153,500
shares
|
$3.56 Million
0.23% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
152,658
shares
|
$3.54 Million
0.3% of portfolio
|
Q1 2025
Reduced 43.05%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Apr 23, 2025 Q1 2025 |
152,264
shares
|
$3.53 Million
1.65% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
149,041
shares
|
$3.46 Million
1.12% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
My Legacy Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
148,491
shares
|
$3.44 Million
1.36% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
147,969
shares
|
$3.43 Million
0.3% of portfolio
|
Q1 2025
Added 5.87%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
May 07, 2025 Q1 2025 |
147,265
shares
|
$3.42 Million
2.52% of portfolio
|
Q1 2025
Added 28.38%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
May 02, 2025 Q1 2025 |
146,504
shares
|
$3.4 Million
0.91% of portfolio
|
Q1 2025
Reduced 4.82%
|
|
|
Marotta Asset Management
|
Apr 02, 2025 Q1 2025 |
144,366
shares
|
$3.35 Million
0.71% of portfolio
|
Q1 2025
Reduced 49.61%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
144,320
shares
|
$3.35 Million
0.25% of portfolio
|
Q1 2025
Reduced 13.18%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
May 05, 2025 Q1 2025 |
144,297
shares
|
$3.35 Million
3.7% of portfolio
|
Q1 2025
Added 6.69%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
143,947
shares
|
$3.34 Million
0.1% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
143,026
shares
|
$3.32 Million
1.42% of portfolio
|
Q1 2025
Added 34.32%
|
|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
142,843
shares
|
$3.31 Million
1.19% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 14, 2025 Q1 2025 |
139,862
shares
|
$3.24 Million
0.35% of portfolio
|
Q1 2025
Added 7.37%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
138,776
shares
|
$3.22 Million
0.47% of portfolio
|
Q1 2025
Added 9.69%
|