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)
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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
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