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Schwab US Aggregate Bond ETF Institutional Ownership

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SCHZ 
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Ownership Summary as reported in the most recent 13F filings


Institutional Ownership 37.45%
Total Shares Outstanding (millions) 101
Total Value of Holdings (millions) $1,908

Active Positions

Holders Shares
Increased Positions 198 9,897,707
Decreased Positions 111 3,937,749
Held Positions 29 23,985,595
Total Institutional Shares 338 37,821,051

New and Sold Out Positions


Holders Shares
New Positions 32 5,000,653
Sold Out Positions 38 1,395,454

338 Institutional Holders
37,821,051 Total Shares Held


Click on the column header links to resort ascending (▲) or descending (▼).
Owner Name Date Shared Held Change (Shares) Change (%) Value (in 1,000s)
SCHWAB CHARLES INVESTMENT MANAGEMENT INC 03/31/2018 4,141,166 945,944 29.61 208,880
MILLIMAN FINANCIAL RISK MANAGEMENT LLC 03/31/2018 3,483,132 3,483,132 New 175,689
HONKAMP KRUEGER FINANCIAL SERVICES, INC. 03/31/2018 2,323,670 167,344 7.76 117,206
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 03/31/2018 2,149,651 403,963 23.14 108,428
FINANCIAL ENGINES ADVISORS L.L.C. 03/31/2018 1,506,234 222,245 17.31 75,974
SENSIBLE FINANCIAL PLANNING & MANAGEMENT, LLC. 03/31/2018 1,162,229 24,090 2.12 58,623
AMERIPRISE FINANCIAL INC 03/31/2018 1,021,086 198,070 24.07 51,504
LIVE YOUR VISION, LLC 03/31/2018 727,309 19,579 2.77 36,685
CHANGE PATH, LLC 03/31/2018 672,630 672,630 New 33,927
UNITED CAPITAL FINANCIAL ADVISERS, LLC 03/31/2018 637,699 335,243 110.84 32,166
KRILOGY FINANCIAL LLC 03/31/2018 625,693 47,836 8.28 31,560
TOTAL INVESTMENT MANAGEMENT INC 03/31/2018 578,168 13,926 2.47 29,163
DESTINATION WEALTH MANAGEMENT 03/31/2018 545,349 (45,398) (7.69) 27,507
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 03/31/2018 475,959 75,604 18.88 24,007
HIGHTOWER ADVISORS, LLC 03/31/2018 472,045 193,856 69.69 23,810

Institutional Holdings information for this company is filed by major institutions on form 13-F with the Securities and Exchange Commission.
info  Learn more about Institutional Holdings