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

Schwab U.S. Aggregate Bond ETF logo
$22.94 -0.05 (-0.20%)
As of 10:49 AM 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)
589
Total
Institutional Inflows
(last 12 months)
$2.41B
Number of
Institutional Sellers
(last 12 months)
257
Total
Institutional Outflows
(last 12 months)
$235.22M
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SCHZ Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/16/2025 Maple Capital Management Inc.9,549$221K0.0%-6.3%0.003%
5/29/2025 Plum Street Advisors LLC949,067$21.98M10.6%+0.3%0.256%
5/29/2025 Apeiron RIA LLC227,189$5.26M1.6%+24.8%0.061%
5/28/2025 GK Wealth Management LLC25,979$602K0.7%+17.9%0.007%
5/21/2025 McAdam LLC2,653,953$61.47M3.8%-4.1%0.715%
5/21/2025 Geneos Wealth Management Inc.12,953$300K0.0%-42.0%0.003%
5/20/2025 Belpointe Asset Management LLC15,446$358K0.0%N/A0.004%
5/20/2025 Tenret Co LLC831,405$19.26M11.7%+5.3%0.224%
5/20/2025 Fortis Capital Advisors LLC15,446$358K0.1%N/A0.004%
5/20/2025 Focus Partners Wealth28,189$653K0.0%+28.9%0.008%
5/20/2025 Integrity Alliance LLC.1,136,753$26.33M1.0%+18.4%0.306%
5/19/2025 Jane Street Group LLC2,274,341$52.67M0.0%+1,165.6%0.613%
5/19/2025 SageView Advisory Group LLC41,995$973K0.0%+2.7%0.011%
5/19/2025 Advisory Alpha LLC25,703$595K0.0%+21.8%0.007%
5/19/2025 Client 1ST Advisory Group LLC287,248$6.65M2.6%-4.9%0.077%
5/19/2025 SCS Capital Management LLC8,954$207K0.0%N/A0.002%
5/16/2025 Semmax Financial Advisors Inc.32,010$733K0.2%+6.7%0.009%
5/16/2025 Faithward Advisors LLC48,643$1.13M0.2%-10.4%0.013%
5/16/2025 Ascent Group LLC1,291,417$29.91M1.3%+260.0%0.348%
5/16/2025 Arete Wealth Advisors LLC53,273$1.23M0.1%+6.6%0.014%
5/16/2025 Signature Estate & Investment Advisors LLC384,254$8.90M0.2%+6.3%0.104%
5/16/2025 Ashton Thomas Private Wealth LLC246,795$5.72M0.2%+44.7%0.067%
5/16/2025 Goldman Sachs Group Inc.3,205,989$74.25M0.0%-20.4%0.864%
5/16/2025 Jones Financial Companies Lllp568,854$13.15M0.0%-27.5%0.153%
5/16/2025 Coordinated Financial Services Inc. CO56,991$1.32M1.0%N/A0.015%
5/16/2025 Pinnacle Family Advisors LLC41,898$970K0.5%+5.4%0.011%
5/16/2025 Integrated Wealth Concepts LLC299,141$6.93M0.1%-1.9%0.081%
5/16/2025 Curi RMB Capital LLC218,665$5.06M0.1%-3.2%0.059%
5/16/2025 AQR Capital Management LLC14,212$329K0.0%+15.9%0.004%
5/16/2025 Ancora Advisors LLC101,741$2.36M0.1%-3.9%0.027%
5/15/2025 EP Wealth Advisors LLC26,479$613K0.0%-15.4%0.007%
5/15/2025 Focus Partners Advisor Solutions LLC431,831$10.00M0.2%-18.4%0.116%
5/15/2025 Royal Bank of Canada13,302$308K0.0%-52.9%0.004%
5/15/2025 Calton & Associates Inc.82,391$1.91M0.4%N/A0.022%
5/15/2025 OLD Mission Capital LLC54,236$1.26M0.0%-77.7%0.015%
5/15/2025 Vident Advisory LLC1,109,646$25.70M0.4%+145.3%0.299%
5/15/2025 Mission Creek Capital Partners Inc.43,085$998K0.2%-1.2%0.012%
5/15/2025 Oarsman Capital Inc.116,234$2.69M0.5%-5.4%0.031%
5/15/2025 D L Carlson Investment Group Inc.30,448$705K0.1%-10.6%0.008%
5/14/2025 KilterHowling LLC1,165,547$26.68M17.2%+2.3%0.314%
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5/14/2025 Note Advisors LLC15,774$365K0.3%+3.7%0.004%
5/14/2025 CreativeOne Wealth LLC107,021$2.48M0.1%+11.6%0.029%
5/14/2025 Redwood Investment Management LLC139,862$3.24M0.4%+7.4%0.038%
5/14/2025 Jane Street Group LLC2,274,341$52.67M0.0%+1,165.6%0.613%
5/14/2025 Talisman Wealth Advisors LLC10,103$234K0.2%N/A0.003%
5/14/2025 Comerica Bank3,161$73K0.0%-79.7%0.001%
5/14/2025 Smartleaf Asset Management LLC10,178$235K0.0%N/A0.003%
5/14/2025 Northwestern Mutual Wealth Management Co.335,176$7.76M0.0%-0.1%0.090%
5/14/2025 Heritage Wealth Partners LLC55,294$1.28M2.0%N/A0.015%
5/14/2025 Sax Wealth Advisors LLC15,680$363K0.0%N/A0.004%
5/14/2025 Kestra Advisory Services LLC42,750$990K0.0%-59.5%0.012%
5/14/2025 D.B. Root & Company LLC17,202$398K0.1%-2.9%0.005%
5/14/2025 Compound Planning Inc.11,873$275K0.0%+15.4%0.003%
5/14/2025 Ameriprise Financial Inc.7,351,634$170.28M0.0%-14.8%1.982%
5/14/2025 CW Advisors LLC614,202$14.23M0.2%-5.1%0.166%
5/14/2025 VanderPol Investments L.L.C.164,617$3.81M8.1%+2.2%0.044%
5/14/2025 Luts & Greenleigh Group Inc.23,412$542K0.5%-2.0%0.006%
5/14/2025 Tradition Wealth Management LLC224,349$5.20M0.5%+2.1%0.060%
5/14/2025 Vertex Planning Partners LLC228,640$5.30M1.2%+1.3%0.062%
5/14/2025 Crabel Capital Management LLC42,032$973K1.1%N/A0.011%
5/14/2025 HC Advisors LLC186,922$4.33M3.2%+6.6%0.050%
5/14/2025 Colonial Trust Advisors5,238$121K0.0%N/A0.001%
5/14/2025 Laraway Financial Advisors Inc24,590$570K0.5%-2.6%0.007%
5/13/2025 Keystone Global Partners LLC11,922$276K0.2%N/A0.003%
5/13/2025 Freestone Capital Holdings LLC266,167$6.16M0.2%-6.4%0.072%
5/13/2025 Compass Financial Group INC SD136,964$3.17M0.6%+28.6%0.037%
5/13/2025 Seek First Inc.22,783$528K0.5%N/A0.006%
5/13/2025 Ethos Financial Group LLC32,833$746K0.1%+4.2%0.009%
5/13/2025 Raymond James Financial Inc.637,008$14.75M0.0%+9.0%0.172%
5/13/2025 Gen Wealth Partners Inc89,414$2.07M0.9%+9.1%0.024%
5/13/2025 High Falls Advisors Inc9,210$213K0.1%N/A0.002%
5/13/2025 NFP Retirement Inc.45,560$1.06M0.1%-18.5%0.012%
5/13/2025 MSH Capital Advisors LLC38,984$903K0.3%+68.3%0.011%
5/13/2025 Sherwood Financial Partners LLC18,723$434K0.4%-10.1%0.005%
5/13/2025 HighTower Advisors LLC3,186,597$73.80M0.1%+3.1%0.859%
5/13/2025 Peak Financial Management Inc.300,419$6.96M2.1%+8.9%0.081%
5/12/2025 Kohmann Bosshard Financial Services LLC2,534,350$58.73M6.9%+2.4%0.683%
5/12/2025 Financial Engines Advisors L.L.C.4,942,735$114.47M0.2%-2.5%1.332%
5/12/2025 Maia Wealth LLC102,411$2.34M0.5%+5.8%0.028%
5/12/2025 Northeast Financial Group Inc.228,290$5.29M1.9%+3.3%0.062%
5/12/2025 Cobblestone Capital Advisors LLC NY9,516$220K0.0%-6.0%0.003%
5/12/2025 Cooper Financial Group100,278$2.32M0.3%+12.1%0.027%
5/12/2025 Aveo Capital Partners LLC21,761$501K0.1%+46.9%0.006%
5/12/2025 True North Advisors LLC48,701$1.13M0.2%N/A0.013%
5/12/2025 JPMorgan Chase & Co.12,267,223$284.11M0.0%+4.7%3.307%
5/12/2025 Townsquare Capital LLC54,171$1.26M0.0%+21.8%0.015%
5/12/2025 Summit Financial Strategies Inc.493,777$11.44M1.2%+1.1%0.133%
5/12/2025 AlphaCore Capital LLC89,355$2.07M0.2%+6.2%0.024%
5/12/2025 WBH Advisory Inc.74,603$1.73M0.2%+1.8%0.020%
5/12/2025 WealthPLAN Partners LLC182,342$4.22M0.6%+5.6%0.049%
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5/9/2025 Blue Barn Wealth LLC104,869$2.43M1.3%-12.9%0.028%
5/9/2025 Elgethun Capital Management10,000$232K0.1%N/A0.003%
5/9/2025 WealthShield Partners LLC302,295$7.00M0.9%+0.5%0.081%
5/9/2025 Endowment Wealth Management Inc.31,460$729K0.5%-6.4%0.008%
5/9/2025 Wealthspire Advisors LLC103,235$2.39M0.0%-1.9%0.028%
5/9/2025 Investment Counsel Co. of Nevada183,387$4.25M9.7%+0.7%0.049%
5/9/2025 Atria Wealth Solutions Inc.240,195$5.56M0.1%-33.1%0.065%
5/9/2025 Syntegra Private Wealth Group LLC17,622$408K0.0%-7.2%0.005%
5/9/2025 Cooper Haims Advisors LLC106,102$2.46M1.3%-20.0%0.029%
5/9/2025 Kickstand Ventures LLC.513,422$11.89M3.1%-2.3%0.138%
(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, 738 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 ($125.33M), 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 700 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 ($4.89M), 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. ($3.79M).

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

Institutional investors have bought a total of 105,473,865 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 257 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: Ameriprise Financial Inc. ($1.28M), Goldman Sachs Group Inc. ($823.50K), Envestnet Asset Management Inc. ($564.81K), Sequoia Financial Advisors LLC ($558.28K), Charles Schwab Trust Co ($487.28K), McAdam LLC ($397.93K), and OneDigital Investment Advisors LLC ($354.65K).

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

Institutional investors have sold a total of 10,167,427 shares in the last 24 months. This volume of shares sold represents approximately $235.22M in transactions.



This page (NYSEARCA:SCHZ) was last updated on 6/20/2025 by MarketBeat.com Staff
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