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

Schwab U.S. Aggregate Bond ETF logo
$22.95 -0.09 (-0.39%)
Closing price 05/2/2025 04:10 PM Eastern
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$22.96 +0.01 (+0.04%)
As of 05/2/2025 06:42 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)
570
Total
Institutional Inflows
(last 12 months)
$2.26B
Number of
Institutional Sellers
(last 12 months)
230
Total
Institutional Outflows
(last 12 months)
$159.89M
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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
5/2/2025 Midwest Heritage Bank FSB13,903$322K0.1%-30.4%0.004%
5/2/2025 Kingsview Wealth Management LLC18,093$419K0.0%-38.4%0.005%
5/2/2025 Mayflower Financial Advisors LLC420,508$9.74M1.5%+4.4%0.114%
5/2/2025 Theory Financial LLC1,168,241$27.06M11.4%-12.0%0.315%
5/2/2025 Wealthgarden F.S. LLC21,317$494K0.5%-7.0%0.006%
5/2/2025 Shared Vision Wealth Group LLC57,740$1.34M0.7%+1.6%0.016%
5/2/2025 Larson Financial Group LLC453,506$10.50M0.5%-6.9%0.122%
5/2/2025 Grey Fox Wealth Advisors LLC146,504$3.39M0.9%-4.8%0.040%
5/2/2025 Apollon Wealth Management LLC30,363$703K0.0%-79.6%0.008%
5/2/2025 Bogart Wealth LLC253,564$5.87M0.3%+1.5%0.068%
5/2/2025 Signaturefd LLC2,250$52K0.0%-68.1%0.001%
5/1/2025 Oldfather Financial Services LLC88,766$2.06M0.8%+5.6%0.024%
5/1/2025 CWM LLC404,656$9.37M0.0%+4.8%0.109%
5/1/2025 Alaska Wealth Advisors66,274$1.54M0.2%+6.9%0.018%
5/1/2025 TruNorth Capital Management LLC1,169,124$27.08M6.7%+2.5%0.316%
5/1/2025 Curtis Advisory Group LLC240,532$5.57M1.6%-0.7%0.065%
5/1/2025 Northwest Capital Management Inc143,026$3.31M1.4%+34.3%0.039%
5/1/2025 Walker Financial Services Inc.17,078$396K0.2%-5.6%0.005%
5/1/2025 Lane & Associates LLC54,021$1.25M0.7%N/A0.015%
5/1/2025 Fifth Third Securities Inc.152,658$3.54M0.3%-43.1%0.041%
5/1/2025 Marshall Financial Group Inc. ADV184,298$4.27M1.3%-5.8%0.050%
5/1/2025 Diversify Wealth Management LLC95,402$2.21M0.2%-8.3%0.026%
4/30/2025 Cerity Partners LLC592,758$13.73M0.0%-2.5%0.160%
4/30/2025 Phillips Financial Management LLC222,106$5.14M0.4%-1.1%0.060%
4/30/2025 Code Waechter LLC13,448$311K0.3%+8.4%0.004%
4/30/2025 Allworth Financial LP2,691$62K0.0%-62.9%0.001%
4/30/2025 Forthright Family Wealth Advisory LLC431,940$10.00M6.6%-2.1%0.117%
4/30/2025 Index Fund Advisors Inc.8,743$202K0.0%-12.5%0.002%
4/30/2025 Leavell Investment Management Inc.364,320$8.44M0.4%-5.4%0.098%
4/30/2025 Quotient Wealth Partners LLC18,371$425K0.0%N/A0.005%
4/30/2025 OMNI 360 Wealth Inc.34,381$796K0.5%+5.3%0.009%
4/30/2025 Stratos Wealth Advisors LLC31,850$738K0.0%-47.1%0.009%
4/30/2025 Horst & Graben Wealth Management LLC1,488,509$34.47M6.2%-2.6%0.402%
4/30/2025 Capital Management Associates Inc111,814$2.59M0.6%+9.7%0.030%
4/30/2025 Fullcircle Wealth LLC114,881$2.66M1.1%+2.8%0.031%
4/29/2025 U.S. Capital Wealth Advisors LLC35,733$828K0.0%-21.7%0.010%
4/29/2025 Sightline Wealth Advisors LLC96,009$2.22M1.2%-11.2%0.026%
4/29/2025 Callan Capital LLC316,402$7.33M0.5%-1.7%0.085%
4/29/2025 TD Private Client Wealth LLC36,287$840K0.0%+30.8%0.010%
4/29/2025 Envestnet Asset Management Inc.3,908,118$90.51M0.0%-11.4%1.055%
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4/29/2025 Investor s Fiduciary Advisor Network LLC60,921$1.41M0.7%+3.9%0.016%
4/29/2025 Bush Investment Group LLC83,818$1.94M1.5%+3.1%0.023%
4/29/2025 Sutton Place Investors LLC85,850$1.99M1.3%-2.5%0.023%
4/29/2025 Fairway Financial LLC251,542$5.83M5.3%+0.7%0.068%
4/29/2025 World Investment Advisors31,525$730K0.0%-49.7%0.009%
4/29/2025 Phil A. Younker & Associates Ltd.958,560$22.20M21.9%-2.5%0.259%
4/29/2025 Bestgate Wealth Advisors LLC182,547$4.23M8.8%+2.5%0.049%
4/29/2025 Strategic Blueprint LLC93,380$2.16M0.1%+13.4%0.025%
4/29/2025 Brookstone Capital Management218,196$5.05M0.1%+142.0%0.059%
4/29/2025 OneDigital Investment Advisors LLC3,931,666$91.06M1.1%-7.4%1.061%
4/29/2025 Avantax Planning Partners Inc.6,787,890$157.21M5.6%+4.2%1.833%
4/29/2025 Values Added Financial LLC122,047$2.83M1.6%+97.8%0.033%
4/28/2025 Mutual Advisors LLC641,700$14.81M0.4%+0.9%0.173%
4/28/2025 Smart Money Group LLC206,027$4.77M4.2%+41.8%0.056%
4/28/2025 Latitude Advisors LLC38,579$893K0.5%+7.5%0.010%
4/28/2025 Revisor Wealth Management LLC544,042$12.60M5.6%+73.3%0.147%
4/28/2025 Alley Investment Management Company LLC14,800$343K0.0%-3.2%0.004%
4/28/2025 American Capital Advisory LLC14,652$339K0.2%-6.1%0.004%
4/28/2025 Oregon Pacific Wealth Management LLC15,187$352K0.4%-14.5%0.004%
4/28/2025 Vermillion Wealth Management Inc.33,165$768K0.2%-10.4%0.009%
4/28/2025 Lansing Street Advisors15,898$368K0.1%N/A0.004%
4/28/2025 Clear Creek Financial Management LLC69,284$1.61M0.2%+5.8%0.019%
4/28/2025 RKL Wealth Management LLC93,052$2.16M0.2%-15.3%0.025%
4/25/2025 Lodestar Private Asset Management LLC76,321$1.77M0.2%-8.3%0.021%
4/25/2025 New Millennium Group LLC5,001$116K0.1%+201.4%0.001%
4/25/2025 Red Tortoise LLC83,793$1.94M1.0%+18.6%0.023%
4/25/2025 K2 Financial Inc.44,361$1.01M1.0%+6.7%0.012%
4/25/2025 MorganRosel Wealth Management LLC355,779$8.24M2.5%-1.2%0.096%
4/25/2025 Financial Consulate Inc.21,462$497K0.1%+9.2%0.006%
4/25/2025 Hobbs Wealth Management LLC42,816$992K1.1%-2.8%0.012%
4/25/2025 Avidian Wealth Enterprises LLC89,127$2.06M0.1%-5.5%0.024%
4/25/2025 Sovran Advisors LLC27,335$627K0.1%-4.6%0.007%
4/25/2025 RCS Financial Planning LLC38,852$900K0.5%+37.6%0.010%
4/25/2025 Legacy Wealth Management Inc39,347$911K0.1%+64.7%0.011%
4/25/2025 Clay Northam Wealth Management LLC289,841$6.71M4.7%+8.0%0.078%
4/24/2025 Financial Life Advisors1,251,076$28.98M10.8%+2.2%0.338%
4/24/2025 TPG Advisors LLC267,724$6.20M4.9%-5.1%0.072%
4/24/2025 Reston Wealth Management LLC275,696$6.39M2.6%-10.0%0.074%
4/24/2025 ZynergyRetirementPlanningLLC1,164,805$26.44M18.8%+107.2%0.314%
4/24/2025 Bartlett & CO. Wealth Management LLC21,938$508K0.0%-36.0%0.006%
4/24/2025 Transcend Capital Advisors LLC61,161$1.42M0.1%+2.2%0.017%
4/24/2025 Victrix Investment Advisors104,042$2.37M1.2%N/A0.028%
4/24/2025 Beacon Financial Advisory LLC53,238$1.23M0.4%+13.5%0.014%
4/24/2025 Hidden Cove Wealth Management LLC192,259$4.45M3.5%+10.4%0.052%
4/23/2025 Western Financial Corp CA33,822$783K0.5%-8.7%0.009%
4/23/2025 Western Wealth Management LLC16,247$376K0.0%+62.6%0.004%
4/23/2025 Creative Financial Designs Inc. ADV253,639$5.87M0.5%+7.8%0.068%
4/23/2025 Sequoia Financial Advisors LLC23,853$552K0.0%-8.0%0.006%
4/23/2025 Lifelong Wealth Advisors Inc.152,264$3.53M1.7%+3.4%0.041%
4/23/2025 TSA Wealth Managment LLC1,105,136$25.60M10.2%-4.7%0.298%
Buffett’s favorite chart just hit 209% – here’s what that means for gold (Ad)

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4/23/2025 Perigon Wealth Management LLC163,109$3.78M0.1%+1.6%0.044%
4/23/2025 Independent Solutions Wealth Management LLC283,942$6.58M1.5%+4.2%0.077%
4/23/2025 Daymark Wealth Partners LLC265,106$6.14M0.3%+10.4%0.072%
4/23/2025 Embree Financial Group25,416$589K0.1%-9.6%0.007%
4/23/2025 Investment Planning Advisors Inc.23,211$538K0.2%+12.7%0.006%
4/23/2025 Clearview Wealth Advisors LLC485,694$11.25M8.4%-0.6%0.131%
4/23/2025 Professional Financial Advisors LLC9,865$228K0.1%N/A0.003%
4/23/2025 Blossom Wealth Management72,932$1.69M3.4%+11.0%0.020%
4/23/2025 Mokosak Advisory Group LLC1,070,002$24.78M7.7%+6.8%0.289%
4/23/2025 Guardian Financial Partners LLC207,257$4.80M2.3%-0.9%0.056%
(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, 725 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. ($266.06M), Ameriprise Financial Inc. ($195.93M), Avantax Planning Partners Inc. ($157.21M), Rockbridge Investment Management LCC ($142.33M), Charles Schwab Trust Co ($125.33M), and Goldman Sachs Group Inc. ($116.90M).Learn more on SCHZ's institutional investors.

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

Of the 690 institutional investors that purchased Schwab U.S. Aggregate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($8.44M), Charles Schwab Investment Management Inc. ($6.91M), Ameriprise Financial Inc. ($5.35M), Charles Schwab Trust Co ($4.89M), Cerity Partners LLC ($4.79M), Avantax Planning Partners Inc. ($3.79M), and Rockbridge Investment Management LCC ($3.69M).

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

Institutional investors have bought a total of 134,062,943 shares in the last 24 months. This purchase volume represents approximately $3.07B in transactions.

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

Of the 391 institutional investors that sold Schwab U.S. Aggregate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Destination Wealth Management ($1.46M), Wealth Enhancement Advisory Services LLC ($827.21K), Envestnet Asset Management Inc. ($649.37K), Sequoia Financial Advisors LLC ($637.44K), American Trust ($522.16K), Charles Schwab Trust Co ($487.28K), and Cambridge Investment Research Advisors Inc. ($377.70K).

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

Institutional investors have sold a total of 16,619,158 shares in the last 24 months. This volume of shares sold represents approximately $382.81M in transactions.


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This page (NYSEARCA:SCHZ) was last updated on 5/4/2025 by MarketBeat.com Staff
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