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 |
|---|---|---|---|---|---|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
May 13, 2025 Q1 2025 |
136,964
shares
|
$3.18 Million
0.6% of portfolio
|
Q1 2025
Added 28.6%
|
|
|
5 T Wealth, LLC
Napa, CA |
Apr 22, 2025 Q1 2025 |
134,398
shares
|
$3.12 Million
1.67% of portfolio
|
Q1 2025
Reduced 16.24%
|
|
|
Curbstone Financial Management Corp
|
Apr 15, 2025 Q1 2025 |
128,100
shares
|
$2.97 Million
0.63% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
May 05, 2025 Q1 2025 |
124,635
shares
|
$2.89 Million
2.0% of portfolio
|
Q1 2025
Reduced 5.07%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
123,766
shares
|
$2.87 Million
0.02% of portfolio
|
Q1 2025
Reduced 16.76%
|
|
|
Values Added Financial LLC
Washington, DC |
Apr 28, 2025 Q1 2025 |
122,047
shares
|
$2.83 Million
1.57% of portfolio
|
Q1 2025
Added 97.83%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
117,341
shares
|
$2.72 Million
0.1% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
117,077
shares
|
$2.72 Million
0.04% of portfolio
|
Q1 2025
Reduced 17.02%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
116,234
shares
|
$2.7 Million
0.49% of portfolio
|
Q1 2025
Reduced 5.36%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
114,976
shares
|
$2.67 Million
0.17% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
114,881
shares
|
$2.67 Million
1.17% of portfolio
|
Q1 2025
Added 2.81%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
114,854
shares
|
$2.66 Million
0.05% of portfolio
|
Q1 2025
Added 7.76%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
113,375
shares
|
$2.63 Million
4.71% of portfolio
|
Q4 2023
Reduced 2.91%
|
|
|
Financial Designs Corp
Claremont, CA |
Apr 14, 2025 Q1 2025 |
112,572
shares
|
$2.61 Million
1.82% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Apr 29, 2025 Q1 2025 |
111,814
shares
|
$2.59 Million
0.59% of portfolio
|
Q1 2025
Added 9.73%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
108,310
shares
|
$2.51 Million
0.03% of portfolio
|
Q1 2025
Added 49.53%
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
107,743
shares
|
$2.5 Million
1.26% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
107,021
shares
|
$2.48 Million
0.08% of portfolio
|
Q1 2025
Added 11.64%
|
|
|
Cooper/Haims Advisors, LLC
|
May 09, 2025 Q1 2025 |
106,102
shares
|
$2.46 Million
1.36% of portfolio
|
Q1 2025
Reduced 19.95%
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
104,869
shares
|
$2.43 Million
1.27% of portfolio
|
Q1 2025
Reduced 12.89%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Apr 24, 2025 Q1 2025 |
104,042
shares
|
$2.41 Million
1.25% of portfolio
|
Q1 2025
New holding
|
|
|
ETF Store, Inc.
|
May 05, 2025 Q1 2025 |
103,891
shares
|
$2.41 Million
3.04% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
103,630
shares
|
$2.4 Million
0.68% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
103,235
shares
|
$2.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
102,950
shares
|
$2.39 Million
1.49% of portfolio
|
Q1 2025
Added 12.76%
|