NYSEARCA:SCHZ

Schwab U.S. Aggregate Bond ETF Institutional Ownership

$54.24
+0.16 (+0.30 %)
(As of 04/13/2021 12:00 AM ET)
Add
Today's Range
$54.07
Now: $54.24▼
$54.24
50-Day Range
$53.75
MA: $54.14▼
$54.75
52-Week Range
$53.64
Now: $54.24▼
$56.98
Volume1.11 million shs
Average Volume949,178 shs
Market Capitalization$8.65 billion
P/E RatioN/A
Dividend Yield2.40%
BetaN/A

Institutional Ownership

Institutional Ownership Changes (13F Filings) for Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

 

Institutional Buying and Selling by Quarter


Schwab U.S. Aggregate Bond ETF (NYSEARCA SCHZ) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
4/13/2021Intelligence Driven Advisers LLC8,385$0.45M0.1%-6.5%0.005%
4/13/2021APCM Wealth Management for Individuals31,540$1.70M0.3%+13.6%0.020%
4/12/2021Domani Wealth LLC3,894$0.21M0.0%-25.4%0.002%
4/12/2021Carnegie Capital Asset Management LLC11,122$0.60M0.0%-4.5%0.007%
4/12/2021Valeo Financial Advisors LLC498$27K0.0%-44.2%0.000%
4/9/2021Graves Light Private Wealth Management Inc.103,074$5.56M1.0%-0.3%0.065%
4/9/2021Oldfather Financial Services LLC18,922$1.03M0.6%+89.7%0.012%
4/9/2021EWG Elevate Inc.53,171$2.87M1.3%+1.5%0.034%
4/9/2021Marotta Asset Management505,106$27.28M7.0%+3.9%0.318%
4/9/2021Evensky & Katz LLC139,064$7.50M0.8%-4.7%0.088%
4/9/2021Anderson Hoagland & Co.24,577$1.33M0.2%+96.1%0.015%
4/8/2021NBT Bank N A NY41,320$2.23M0.3%+20.2%0.026%
4/8/2021Old Port Advisors6,157$0.33M0.1%-6.3%0.004%
4/5/2021Modus Advisors LLC146,595$7.91M3.7%+9.2%0.093%
4/5/2021Curbstone Financial Management Corp110,750$5.98M1.2%-0.2%0.070%
3/31/2021SWS Partners34,265$1.92M0.9%-2.0%0.022%
3/30/2021Koshinski Asset Management Inc.25,148$1.41M0.1%-2.1%0.016%
3/26/2021Susquehanna International Group LLP59,943$3.36M0.0%-11.0%0.038%
3/19/2021Curi Capital4,828$0.27M0.2%N/A0.003%
3/10/2021Wade Financial Advisory Inc15,235$0.85M0.6%-14.9%0.010%
3/9/2021Firethorn Wealth Partners LLC7,005$0.39M0.4%N/A0.004%
3/5/2021Pacific Edge Advisors LLC75,080$4.21M2.2%+5.9%0.047%
3/4/2021Rockbridge Investment Management LCC841,989$47.18M9.7%+17.2%0.529%
3/4/2021FCA Corp TX25,690$1.44M0.5%-10.1%0.016%
3/3/2021Laurel Wealth Advisors Inc.9,781$0.55M0.1%+2.1%0.006%
3/2/2021FormulaFolio Investments LLC21,343$1.20M0.0%-4.3%0.013%
3/1/2021Main Street Financial Solutions LLC12,740$0.71M0.1%N/A0.008%
2/24/2021Sensible Financial Planning & Management LLC.985,402$55.21M20.6%+4.3%0.617%
2/24/2021Fort Pitt Capital Group LLC18,803$1.05M0.1%+41.1%0.012%
2/23/2021Fort Pitt Capital Group LLC18$1.05M0.1%-99.9%0.000%
2/23/2021New York Life Investment Management LLC252,427$14.14M0.9%+75.1%0.158%
2/22/2021Retirement Group LLC31,366$1.77M0.8%N/A0.020%
2/22/2021West Financial Advisors LLC6,213$0.35M0.1%N/A0.004%
2/19/2021JPMorgan Chase & Co.5,018$0.28M0.0%-37.5%0.003%
2/19/2021Albion Financial Group UT585$33K0.0%N/A0.000%
2/18/2021US Financial Advisors LLC6,228$0.35M0.1%N/A0.004%
2/18/2021Truist Financial Corp24,300$1.36M0.0%-23.0%0.015%
2/17/2021Financial Architects Inc282,386$15.82M2.9%-0.2%0.177%
2/17/2021Hoese & Co LLP88,268$4.91M5.8%N/A0.055%
2/17/2021Warren Averett Asset Management LLC89,701$4.97M0.5%+6.6%0.056%
2/17/2021IHT Wealth Management LLC7,381$0.41M0.0%N/A0.005%
2/17/2021United Capital Financial Advisers LLC1,089,916$61.07M0.4%+2.5%0.682%
2/17/2021Jane Street Group LLC123,357$6.91M0.0%-82.9%0.077%
2/17/2021Prestige Wealth Management Group LLC20,208$1.13M0.3%+541.5%0.013%
2/17/2021Cetera Investment Advisers18,308$1.03M0.0%-7.6%0.011%
2/16/2021AJ Wealth Strategies LLC209,370$11.73M1.0%+0.7%0.131%
2/16/2021Morgan Stanley103,330$5.79M0.0%+32.5%0.065%
2/16/2021Mariner LLC1,253,157$70.21M0.5%+24.9%0.786%
2/16/2021Ameritas Investment Company LLC5,066$0.28M0.1%-22.6%0.003%
2/16/2021Mission Creek Capital Partners Inc.196,365$11M3.4%-0.5%0.123%
2/16/2021CBIZ Investment Advisory Services LLC62$30K0.0%-96.9%0.000%
2/16/2021Captrust Financial Advisors217,237$12.17M0.2%+4.0%0.136%
2/16/2021Vivaldi Capital Management LLC13,203$0.74M0.2%+15.5%0.008%
2/16/2021Phillips Financial Management LLC34,111$1.91M0.3%+13.4%0.021%
2/16/2021Laidlaw Wealth Management LLC73,116$4.10M0.9%+175.9%0.046%
2/16/2021Kingsview Wealth Management LLC47,144$2.64M0.2%-2.4%0.030%
2/16/2021Baldwin Investment Management LLC6,938$0.39M0.1%+46.4%0.004%
2/16/2021WealthShield Partners LLC59,756$3.35M0.6%+1,307.3%0.037%
2/16/2021Charles Schwab Investment Management Inc.14,126,865$791.53M0.3%+18.1%8.857%
2/16/2021Providence Wealth Advisors LLC8,500$0.48M0.4%+5.8%0.005%
2/13/2021Reby Advisors LLC690,632$38.70M10.1%N/A0.433%
2/13/2021Ancora Advisors LLC501,496$28.10M0.9%+3.8%0.314%
2/12/2021Beacon Pointe Advisors LLC130,906$7.34M0.5%-5.2%0.082%
2/12/2021Sequoia Financial Advisors LLC874,867$49.02M2.2%+0.9%0.549%
2/12/2021Towercrest Capital Management510,328$28.59M6.4%+2.2%0.320%
2/12/2021Raymond James Financial Services Advisors Inc.57,673$3.23M0.0%-3.5%0.036%
2/12/2021LPL Financial LLC290,221$16.26M0.0%+5.5%0.182%
2/12/2021Kovitz Investment Group Partners LLC10,900$0.61M0.0%-55.5%0.007%
2/12/2021Fiduciary Group LLC19,045$1.06M0.1%-3.8%0.012%
2/12/2021Prospera Financial Services Inc12,950$0.73M0.1%+1,465.9%0.008%
2/12/2021Bigelow Investment Advisors LLC203,214$11.39M6.0%+14.6%0.127%
2/12/2021Vaughan David Investments LLC IL16,841$0.94M0.0%-16.9%0.011%
2/12/2021Change Path LLC44,415$2.49M0.2%-11.8%0.028%
2/12/2021JBJ Investment Partners LLC885,999$49.64M11.3%+6.6%0.555%
2/12/2021Vestor Capital LLC755$42K0.0%N/A0.000%
2/12/2021Personal Capital Advisors Corp5,783$0.32M0.0%N/A0.004%
2/12/2021M&T Bank Corp6,263$0.35M0.0%N/A0.004%
2/12/2021Mercer Global Advisors Inc. ADV775,690$43.46M0.5%-10.9%0.486%
2/11/2021USAdvisors Wealth Management LLC151,271$8.48M4.1%-8.6%0.095%
2/11/2021Krilogy Financial LLC786,837$44.09M5.3%+14.6%0.493%
2/11/2021Mutual Advisors LLC103,467$5.80M0.4%+10.1%0.065%
2/11/2021Baird Financial Group Inc.33,099$1.86M0.0%+5.9%0.021%
2/11/2021Capital One Financial Corp24,443$1.37M0.2%-44.5%0.015%
2/11/2021Financial Engines Advisors L.L.C.2,336,781$130.93M0.4%+5.4%1.471%
2/11/2021Cerity Partners LLC263,245$14.75M0.5%N/A0.166%
2/11/2021Steward Partners Investment Advisory LLC9,143$0.51M0.0%+252.5%0.006%
2/11/2021Alexandria Capital LLC3,575$0.20M0.0%N/A0.002%
2/11/2021MorganRosel Wealth Management LLC161,105$9.03M6.4%+2.0%0.101%
2/11/2021Paracle Advisors LLC7,762$0.43M0.1%+6.8%0.005%
2/11/2021Destination Wealth Management470,004$26.33M1.1%+66.0%0.296%
2/11/2021Signaturefd LLC14,357$0.80M0.0%-4.5%0.009%
2/10/2021Renaissance Technologies LLC138,100$7.74M0.0%+164.1%0.087%
2/10/2021Wealth Enhancement Advisory Services LLC3,919,645$217.93M4.9%+12.2%2.467%
2/10/2021Cooper Haims Advisors LLC257,565$14.43M11.1%-10.5%0.163%
2/10/2021Financial Advisory Service Inc.237,686$13.32M1.5%+47.2%0.150%
2/10/2021TrinityPoint Wealth LLC16,860$0.94M0.2%+4.4%0.011%
2/10/2021Holistic Financial Partners197,824$11.08M7.6%-0.3%0.125%
2/10/2021Reston Wealth Management LLC76,768$4.30M2.4%+8.4%0.049%
2/10/2021Assetmark Inc.628$35K0.0%N/A0.000%
2/10/2021Alesco Advisors LLC170,103$9.53M0.4%+0.3%0.108%
(Data available from 1/1/2016 forward)

This page was last updated on 4/14/2021 by MarketBeat.com Staff

As Featured By:

MarketBeat - Stock Market News and Research Tools logo

MarketBeat empowers individual investors to make better trading decisions by providing real-time financial data and objective market analysis. Whether you’re looking for analyst ratings, corporate buybacks, dividends, earnings, economic reports, financials, insider trades, IPOs, SEC filings or stock splits, MarketBeat has the objective information you need to analyze any stock. Learn more.

MarketBeat is accredited by the Better Business Bureau

© American Consumer News, LLC dba MarketBeat® 2010-2021. All rights reserved.
326 E 8th St #105, Sioux Falls, SD 57103 | U.S. Based Support Team at [email protected] | (844) 978-6257
MarketBeat does not provide personalized financial advice and does not issue recommendations or offers to buy stock or sell any security. Learn more.

Our Accessibility Statement | Terms of Service | Do Not Sell My Information

© 2021 Market data provided is at least 10-minutes delayed and hosted by Barchart Solutions. Information is provided 'as-is' and solely for informational purposes, not for trading purposes or advice, and is delayed. To see all exchange delays and terms of use please see disclaimer. Fundamental company data provided by Zacks Investment Research. As a bonus to opt-ing into our email newsletters, you will also get a free subscription to the Liberty Through Wealth e-newsletter. You can opt out at any time.