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Schwab U.S. Aggregate Bond ETF (SCHZ) Institutional Ownership

Schwab U.S. Aggregate Bond ETF logo
$23.21 +0.11 (+0.48%)
Closing price 08/1/2025 04:10 PM Eastern
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$23.18 -0.03 (-0.13%)
As of 08/1/2025 07:42 PM Eastern
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Institutional Ownership Changes (13F Filings) for Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Number of
Institutional Buyers
(last 12 months)
598
Total
Institutional Inflows
(last 12 months)
$2.41B
Number of
Institutional Sellers
(last 12 months)
301
Total
Institutional Outflows
(last 12 months)
$378.02M
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SCHZ Institutional Buying and Selling by Quarter

Schwab U.S. Aggregate Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025Oarsman Capital Inc.151,220$3.51M0.6%+30.1%0.040%
8/1/2025Austin Private Wealth LLC1,258,004$29.24M2.3%-7.5%0.337%
8/1/2025Zhang Financial LLC97,380$2.26M0.1%+0.5%0.026%
8/1/2025Signet Investment Advisory Group Inc.39,958$929K0.5%+7.0%0.011%
8/1/2025Advisory Alpha LLC27,413$637K0.0%+6.7%0.007%
8/1/2025Transcend Capital Advisors LLC46,001$1.07M0.1%-24.8%0.012%
8/1/2025Brookwood Investment Group LLC43,337$1.01M0.2%-41.5%0.012%
8/1/2025Ashton Thomas Private Wealth LLC242,913$5.65M0.2%-1.6%0.065%
8/1/2025MorganRosel Wealth Management LLC361,995$8.41M2.3%+1.7%0.097%
8/1/2025Envestnet Asset Management Inc.4,002,318$93.01M0.0%+2.4%1.071%
7/31/2025 Optimum Investment Advisors12,016$279K0.1%+20.1%0.003%
7/31/2025 Ballast Advisors LLC91,810$2.13M0.6%+4.3%0.025%
7/31/2025 Schneider Downs Wealth Management Advisors LP25,443$591K0.1%-2.5%0.007%
7/31/2025 Leavell Investment Management Inc.339,477$7.89M0.4%-6.8%0.091%
7/31/2025 CVA Family Office LLC98,517$2.29M0.3%-1.9%0.026%
7/31/2025 Guardian Financial Partners LLC228,321$5.31M2.4%+10.2%0.061%
7/31/2025 TSA Wealth Managment LLC976,395$22.69M8.3%-11.6%0.261%
7/31/2025 Focus Partners Advisor Solutions LLC239,402$5.56M0.1%-44.6%0.064%
7/31/2025 MN Wealth Advisors LLC13,653$317K0.2%N/A0.004%
7/31/2025 Cardinal Point Capital Management ULC635,697$14.77M1.1%+6,517.7%0.170%
7/31/2025 Opes Wealth Management LLC10,354$241K0.0%-23.8%0.003%
7/31/2025 Carnegie Investment Counsel50,539$1.18M0.0%+6.6%0.014%
7/31/2025 Avion Wealth63,936$1.49M0.3%-3.6%0.017%
7/30/2025 Strategic Blueprint LLC92,693$2.15M0.1%-0.7%0.025%
7/30/2025 Caliber Wealth Management LLC KS9,451$220K0.0%-5.4%0.003%
7/30/2025 Black Diamond Financial LLC8,762$204K0.0%N/A0.002%
7/30/2025 Sterling Investment Management LLC66,630$1.55M1.0%+0.8%0.018%
7/30/2025 Brookstone Capital Management215,504$5.01M0.1%-1.2%0.058%
7/30/2025 Phillips Financial Management LLC198,203$4.61M0.3%-10.8%0.053%
7/30/2025 OMC Financial Services LTD56,750$1.32M0.5%-4.6%0.015%
7/30/2025 Retirement Planning Group LLC96,765$2.25M0.1%-4.1%0.026%
7/30/2025 Syntegra Private Wealth Group LLC15,663$364K0.0%-11.1%0.004%
7/30/2025 Avidian Wealth Enterprises LLC89,656$2.08M0.1%+0.6%0.024%
7/30/2025 Bogart Wealth LLC251,375$5.84M0.2%-0.9%0.067%
7/30/2025 WBH Advisory Inc.67,566$1.57M0.1%-9.4%0.018%
7/29/2025 FLC Capital Advisors21,277$494K0.1%-98.1%0.006%
7/29/2025 Alaska Wealth Advisors63,953$1.49M0.2%-3.5%0.017%
7/29/2025 Forvis Mazars Wealth Advisors LLC12,892$300K0.0%-30.5%0.003%
7/29/2025 Chicago Partners Investment Group LLC33,602$774K0.0%+15.3%0.009%
7/29/2025 Kelman Lazarov Inc.22,094$513K0.1%-17.5%0.006%
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7/29/2025 Swmg LLC15,850$365K0.1%-6.6%0.004%
7/29/2025 Signature Estate & Investment Advisors LLC362,011$8.41M0.2%-5.8%0.097%
7/29/2025 Aspiriant LLC16,828$391K0.0%-3.0%0.005%
7/29/2025 Manchester Financial Inc.10,430$242K0.1%-19.0%0.003%
7/29/2025 Curbstone Financial Management Corp124,100$2.88M0.6%-3.1%0.033%
7/29/2025 Stratos Wealth Advisors LLC30,772$715K0.0%-3.4%0.008%
7/29/2025 Empirical Asset Management LLC57,829$1.34M0.4%-13.3%0.015%
7/29/2025 Latitude Advisors LLC35,000$813K0.4%-9.3%0.009%
7/29/2025 Horst & Graben Wealth Management LLC1,387,242$32.24M5.3%-6.8%0.371%
7/29/2025 Clearview Wealth Advisors LLC479,299$11.14M7.8%-1.3%0.128%
7/28/2025 WealthPLAN Partners LLC173,802$4.04M0.6%-4.7%0.046%
7/28/2025 WealthPlan Investment Management LLC20,485$476K0.0%N/A0.005%
7/28/2025 RCS Financial Planning LLC40,826$949K0.5%+5.1%0.011%
7/28/2025 Chesapeake Wealth Management138,998$3.23M1.1%-2.7%0.037%
7/28/2025 Mutual Advisors LLC647,225$14.93M0.4%+0.9%0.173%
7/28/2025 Harbour Investments Inc.123,662$2.87M0.1%-14.1%0.033%
7/28/2025 Diversified Investment Strategies LLC12,020$279K0.2%-4.3%0.003%
7/28/2025 Cypress Wealth Services LLC518,250$12.04M2.2%-5.2%0.139%
7/28/2025 RFG Advisory LLC10,012$233K0.0%N/A0.003%
7/28/2025 Revolve Wealth Partners LLC724,791$16.84M2.2%-2.4%0.194%
7/25/2025 Northwest Capital Management Inc50,235$1.17M0.6%-64.9%0.013%
7/25/2025 Atria Wealth Solutions Inc.199,524$4.63M0.1%-16.9%0.053%
7/25/2025 Envestnet Portfolio Solutions Inc.119,125$2.77M0.0%-24.3%0.032%
7/25/2025 Endowment Wealth Management Inc.30,166$701K0.4%-4.1%0.008%
7/25/2025 Sequoia Financial Advisors LLC20,815$484K0.0%-12.7%0.006%
7/25/2025 MGO One Seven LLC23,049$536K0.0%+68.6%0.006%
7/25/2025 ONE Advisory Partners LLC20,224$466K0.2%+4.3%0.005%
7/25/2025 Midwest Capital Advisors LLC93,546$2.17M1.1%-46.1%0.025%
7/25/2025 CWM LLC307,973$7.16M0.0%-23.9%0.082%
7/25/2025 Lawson Kroeker Investment Management Inc. NE10,623$247K0.0%N/A0.003%
7/25/2025 Lodestar Private Asset Management LLC69,487$1.62M0.2%-9.0%0.019%
7/25/2025 Apollon Wealth Management LLC16,658$387K0.0%-45.1%0.004%
7/24/2025 Drucker Wealth 3.0 LLC23,788$549K0.1%+72.0%0.006%
7/24/2025 VanderPol Investments L.L.C.112,247$2.61M5.5%-31.8%0.030%
7/24/2025 Blue Trust Inc.1,460,232$33.94M0.4%+5.7%0.390%
7/24/2025 Robertson Stephens Wealth Management LLC210,145$4.88M0.2%-10.6%0.056%
7/24/2025 Certus Wealth Management LLC11,571$269K0.2%-5.7%0.003%
7/24/2025 M1 Capital Management LLC101,422$2.36M1.2%-1.5%0.027%
7/24/2025 Coordinated Financial Services Inc.58,084$1.35M0.9%N/A0.016%
7/24/2025 Beacon Bridge Wealth Partners LLC211,119$4.91M1.9%+7.6%0.056%
7/24/2025 IFP Advisors Inc412,764$9.59M0.3%+12.2%0.110%
7/24/2025 MSH Capital Advisors LLC54,312$1.26M0.4%+39.3%0.015%
7/24/2025 US Bancorp DE33,083$769K0.0%+1.7%0.009%
7/23/2025 Columbus Macro LLC583,498$13.56M1.7%+0.9%0.156%
7/23/2025 Values Added Financial LLC19,541$454K0.2%-84.0%0.005%
7/23/2025 Peak Financial Management Inc.324,053$7.53M2.1%+7.9%0.087%
7/23/2025 Capital Management Associates Inc56,481$1.31M0.4%-49.5%0.015%
7/23/2025 Clear Creek Financial Management LLC33,578$780K0.1%-51.5%0.009%
7/23/2025 Ignite Planners LLC28,472$654K0.1%N/A0.008%
7/23/2025 Valmark Advisers Inc.112,195$2.61M0.0%-4.2%0.030%
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7/23/2025 Financial Life Advisors1,294,208$30.08M10.3%+3.4%0.346%
7/23/2025 Lansing Street Advisors16,345$380K0.1%+2.8%0.004%
7/23/2025 NBT Bank N A NY76,228$1.77M0.1%-2.0%0.020%
7/23/2025 Sax Wealth Advisors LLC18,043$419K0.0%+15.1%0.005%
7/23/2025 Friedenthal Financial166,900$3.88M2.1%-1.8%0.045%
7/23/2025 Independent Solutions Wealth Management LLC281,458$6.54M1.3%-0.9%0.075%
7/23/2025 Kingswood Wealth Advisors LLC21,886$509K0.0%+34.1%0.006%
7/23/2025 Prime Capital Investment Advisors LLC36,706$853K0.0%-79.4%0.010%
7/22/2025 D.B. Root & Company LLC13,721$319K0.1%-20.2%0.004%
7/22/2025 Evensky & Katz LLC5,623$131K0.0%-53.4%0.002%
(Data available from 1/1/2016 forward)

SCHZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCHZ shares?

During the previous two years, 735 institutional investors and hedge funds held shares of Schwab U.S. Aggregate Bond ETF. The most heavily invested institutionals were Charles Schwab Investment Management Inc. ($1.25B), JPMorgan Chase & Co. ($284.11M), Ameriprise Financial Inc. ($170.28M), Avantax Planning Partners Inc. ($157.21M), Rockbridge Investment Management LCC ($142.33M), Charles Schwab Trust Co ($129.84M), and Financial Engines Advisors L.L.C. ($114.47M).Learn more on Schwab U.S. Aggregate Bond ETF's institutional investors.

Which institutional investors have been buying Schwab U.S. Aggregate Bond ETF's stock?

Of the 693 institutional investors that purchased Schwab U.S. Aggregate Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($8.99M), Charles Schwab Trust Co ($4.96M), Cerity Partners LLC ($4.79M), Ameriprise Financial Inc. ($4.73M), Charles Schwab Investment Management Inc. ($4.59M), Jane Street Group LLC ($4.24M), and Avantax Planning Partners Inc. ($3.73M).

How much institutional buying is happening at Schwab U.S. Aggregate Bond ETF?

Institutional investors have bought a total of 105,490,258 shares in the last 24 months. This purchase volume represents approximately $2.41B in transactions.

Which of Schwab U.S. Aggregate Bond ETF's major shareholders have been selling company stock?

Of the 299 institutional investors that sold Schwab U.S. Aggregate Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Hengehold Capital Management LLC ($2.04M), McAdam LLC ($1.34M), Ameriprise Financial Inc. ($1.28M), FLC Capital Advisors ($1.11M), Goldman Sachs Group Inc. ($823.50K), Ascent Group LLC ($582.94K), and Envestnet Asset Management Inc. ($564.81K).

How much institutional selling is happening at Schwab U.S. Aggregate Bond ETF?

Institutional investors have sold a total of 16,283,520 shares in the last 24 months. This volume of shares sold represents approximately $378.02M in transactions.


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This page (NYSEARCA:SCHZ) was last updated on 8/2/2025 by MarketBeat.com Staff
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