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 |
|---|---|---|---|---|---|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
43,803
shares
|
$1 Million
0.96% of portfolio
|
Q3 2024
New holding
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
43,746
shares
|
$1 Million
0.14% of portfolio
|
Q3 2024
Added 6.56%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
43,740
shares
|
$1 Million
6.76% of portfolio
|
Q3 2023
Reduced 3.44%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
43,159
shares
|
$987,909
0.0% of portfolio
|
Q3 2024
Reduced 22.22%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
42,914
shares
|
$982,301
0.63% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
42,886
shares
|
$981,660
0.16% of portfolio
|
Q3 2024
Reduced 4.82%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
42,468
shares
|
$972,092
0.03% of portfolio
|
Q3 2024
Added 43.64%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
41,552
shares
|
$951,125
0.19% of portfolio
|
Q3 2024
Reduced 7.69%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Oct 17, 2024 Q3 2024 |
41,316
shares
|
$945,723
1.15% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
41,230
shares
|
$943,754
0.32% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
41,206
shares
|
$943,205
0.15% of portfolio
|
Q4 2022
Reduced 20.92%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
40,816
shares
|
$934,278
0.13% of portfolio
|
Q2 2024
Reduced 1.45%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
40,635
shares
|
$930,135
0.68% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
40,424
shares
|
$925,305
0.02% of portfolio
|
Q3 2024
Added 98.65%
|
|
|
Act Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
40,294
shares
|
$922,329
0.85% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
39,982
shares
|
$915,187
0.02% of portfolio
|
Q3 2024
Reduced 24.96%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
39,896
shares
|
$913,219
0.13% of portfolio
|
Q3 2024
Reduced 12.68%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
39,729
shares
|
$909,396
1.65% of portfolio
|
Q3 2024
Added 25.08%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
39,398
shares
|
$901,820
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
39,398
shares
|
$901,820
0.11% of portfolio
|
Q3 2024
Reduced 80.77%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
39,196
shares
|
$897,196
0.21% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Nov 14, 2024 Q3 2024 |
38,917
shares
|
$890,810
1.3% of portfolio
|
Q3 2024
Added 147.66%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
38,351
shares
|
$877,854
0.66% of portfolio
|
Q1 2024
Reduced 14.11%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
38,046
shares
|
$870,872
0.7% of portfolio
|
Q3 2024
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
37,956
shares
|
$868,812
0.56% of portfolio
|
Q3 2024
Added 30.13%
|