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There is a long list of 560 institutional holders of SCHZ within
the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of SCHZ by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-SCHZ table below,
the initial column indicates the name of each top institutional holder of SCHZ, with a link to that fund's top holdings. The next columns
indicate the amount of SCHZ stock held by each of the institutional holders of SCHZ, followed by the SCHZ position size held by the institution, and finally the
date of the quarterly 13F filing period the holdings data represents for that institution.
Holder | Amount | Position Size
($ in 1000's) | As of |
Charles Schwab Investment Management Inc. | 26,820,056 | $1,250,351 | 12/31/2023 | SCHZ | 26,820,056 | $1,250,351 | 12/31/2023 | Cerity Partners LLC | 4,298,526 | $200,397 | 12/31/2023 | SCHZ | 4,298,526 | $200,397 | 12/31/2023 | JPMorgan Chase & Co. | 3,905,641 | $182,081 | 12/31/2023 | SCHZ | 3,905,641 | $182,081 | 12/31/2023 | Honkamp Krueger Financial Services Inc. | 2,995,096 | $139,631 | 12/31/2023 | SCHZ | 2,995,096 | $139,631 | 12/31/2023 | Ameriprise Financial Inc. | 2,665,368 | $124,443 | 12/31/2023 | SCHZ | 2,665,368 | $124,443 | 12/31/2023 | Destination Wealth Management | 2,530,552 | $117,974 | 12/31/2023 | SCHZ | 2,530,552 | $117,974 | 12/31/2023 | Financial Engines Advisors L.L.C. | 2,508,804 | $116,960 | 12/31/2023 | SCHZ | 2,508,804 | $116,960 | 12/31/2023 | Goldman Sachs Group Inc. | 2,507,416 | $116,896 | 12/31/2023 | SCHZ | 2,507,416 | $116,896 | 12/31/2023 | Envestnet Asset Management Inc. | 2,351,503 | $109,627 | 12/31/2023 | SCHZ | 2,351,503 | $109,627 | 12/31/2023 | Rockbridge Investment Management LCC | 2,240,408 | $104,448 | 12/31/2023 | SCHZ | 2,240,408 | $104,448 | 12/31/2023 | Resources Investment Advisors LLC. | 1,850,989 | $86,293 | 12/31/2023 | SCHZ | 1,850,989 | $86,293 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 1,855,663 | $85,361 | 03/31/2024 | SCHZ | 1,855,663 | $85,361 | 03/31/2024 | McAdam LLC | 1,627,201 | $74,851 | 03/31/2024 | SCHZ | 1,627,201 | $74,851 | 03/31/2024 | Charles Schwab Trust Co | 1,409,246 | $64,825 | 03/31/2024 | SCHZ | 1,409,246 | $64,825 | 03/31/2024 | HighTower Advisors LLC | 1,371,627 | $63,919 | 12/31/2023 | SCHZ | 1,371,627 | $63,919 | 12/31/2023 | Total Wealth Planning LLC | 1,145,355 | $52,686 | 03/31/2024 | SCHZ | 1,145,355 | $52,686 | 03/31/2024 | Hengehold Capital Management LLC | 971,965 | $44,710 | 03/31/2024 | SCHZ | 971,965 | $44,710 | 03/31/2024 | AlphaStar Capital Management LLC | 955,282 | $44,535 | 12/31/2023 | SCHZ | 955,282 | $44,535 | 12/31/2023 | Kohmann Bosshard Financial Services LLC | 819,938 | $37,717 | 03/31/2024 | SCHZ | 819,938 | $37,717 | 03/31/2024 | Toronto Dominion Bank | 778,500 | $36,294 | 12/31/2023 | SCHZ | 778,500 | $36,294 | 12/31/2023 | Horst & Graben Wealth Management LLC | 698,302 | $32,122 | 03/31/2024 | SCHZ | 698,302 | $32,122 | 03/31/2024 | Bank of America Corp DE | 653,477 | $30,465 | 12/31/2023 | SCHZ | 653,477 | $30,465 | 12/31/2023 | KilterHowling LLC | 633,984 | $29,315 | 12/31/2023 | SCHZ | 633,984 | $29,315 | 12/31/2023 | Morgan Stanley | 599,240 | $27,937 | 12/31/2023 | SCHZ | 599,240 | $27,937 | 12/31/2023 | Theory Financial LLC | 582,483 | $27,155 | 12/31/2023 | SCHZ | 582,483 | $27,155 | 12/31/2023 | Mercer Global Advisors Inc. ADV | 579,975 | $27,038 | 12/31/2023 | SCHZ | 579,975 | $27,038 | 12/31/2023 | Sequoia Financial Advisors LLC | 567,946 | $26,478 | 12/31/2023 | SCHZ | 567,946 | $26,478 | 12/31/2023 | Towercrest Capital Management | 524,085 | $24,433 | 12/31/2023 | SCHZ | 524,085 | $24,433 | 12/31/2023 | Cliftonlarsonallen Wealth Advisors LLC | 511,866 | $23,863 | 12/31/2023 | SCHZ | 511,866 | $23,863 | 12/31/2023 | Alliance Wealth Management Group | 509,553 | $23,755 | 12/31/2023 | SCHZ | 509,553 | $23,755 | 12/31/2023 | Financial Life Advisors | 502,646 | $23,122 | 03/31/2024 | SCHZ | 502,646 | $23,122 | 03/31/2024 | Austin Private Wealth LLC | 481,564 | $21,921 | 03/31/2024 | SCHZ | 481,564 | $21,921 | 03/31/2024 | Mokosak Advisory Group LLC | 426,397 | $19,879 | 12/31/2023 | SCHZ | 426,397 | $19,879 | 12/31/2023 | United Capital Financial Advisers LLC | 410,380 | $19,132 | 12/31/2023 | SCHZ | 410,380 | $19,132 | 12/31/2023 | TSA Wealth Managment LLC | 402,199 | $18,751 | 12/31/2023 | SCHZ | 402,199 | $18,751 | 12/31/2023 | Mariner LLC | 399,194 | $18,610 | 12/31/2023 | SCHZ | 399,194 | $18,610 | 12/31/2023 | Tenret Co LLC | 343,168 | $15,786 | 03/31/2024 | SCHZ | 343,168 | $15,786 | 03/31/2024 | One Wealth Advisors LLC | 334,803 | $15,401 | 03/31/2024 | SCHZ | 334,803 | $15,401 | 03/31/2024 | Larson Financial Group LLC | 319,621 | $14,901 | 12/31/2023 | SCHZ | 319,621 | $14,901 | 12/31/2023 | Financial Advisory Service Inc. | 318,683 | $14,857 | 12/31/2023 | SCHZ | 318,683 | $14,857 | 12/31/2023 | Advisor Group Holdings Inc. | 314,515 | $14,663 | 12/31/2023 | SCHZ | 314,515 | $14,663 | 12/31/2023 | Congress Wealth Management LLC DE | 308,510 | $14,192 | 03/31/2024 | SCHZ | 308,510 | $14,192 | 03/31/2024 | Cetera Investment Advisers | 291,007 | $13,567 | 12/31/2023 | SCHZ | 291,007 | $13,567 | 12/31/2023 | Pioneer Wealth Management Group | 288,019 | $13,249 | 03/31/2024 | SCHZ | 288,019 | $13,249 | 03/31/2024 | Revolve Wealth Partners LLC | 281,529 | $12,950 | 03/31/2024 | SCHZ | 281,529 | $12,950 | 03/31/2024 | Members Advisory Group LLC | 272,314 | $12,695 | 12/31/2023 | SCHZ | 272,314 | $12,695 | 12/31/2023 | Moneta Group Investment Advisors LLC | 252,151 | $11,755 | 12/31/2023 | SCHZ | 252,151 | $11,755 | 12/31/2023 | Waterford Advisors LLC | 236,022 | $11,003 | 12/31/2023 | SCHZ | 236,022 | $11,003 | 12/31/2023 | Bond & Devick Financial Network Inc. | 234,423 | $10,929 | 12/31/2023 | SCHZ | 234,423 | $10,929 | 12/31/2023 | Columbus Macro LLC | 230,246 | $10,591 | 03/31/2024 | SCHZ | 230,246 | $10,591 | 03/31/2024 |
See All: Funds Holding SCHZ
See Details: Top 10 Hedge Funds Holding SCHZ
Also See: SCHZ Holdings Changes
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