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

Schwab U.S. Aggregate Bond ETF logo
$23.52 -0.03 (-0.13%)
Closing price 04:10 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)
616
Total
Institutional Inflows
(last 12 months)
$2.50B
Number of
Institutional Sellers
(last 12 months)
321
Total
Institutional Outflows
(last 12 months)
$406.99M
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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
9/11/2025 Milestones Private Investment Advisors LLC49,935$1.16M0.9%N/A0.013%
9/4/2025 ZynergyRetirementPlanningLLC1,221,958$28.40M19.0%+4.9%0.325%
9/4/2025 Osaic Holdings Inc.464,019$10.78M0.0%+95.7%0.123%
8/29/2025 Evolution Wealth Management Inc.3,145$73K0.1%N/A0.001%
8/29/2025 Total Investment Management Inc.6,099$142K0.0%N/A0.002%
8/29/2025 Centaurus Financial Inc.16,479$383K0.0%-12.1%0.004%
8/27/2025 Orion Porfolio Solutions LLC87,818$2.04M0.0%+1.4%0.023%
8/25/2025 Fulcrum Equity Management16,342$380K0.4%-15.2%0.004%
8/19/2025 B. Riley Wealth Advisors Inc.13,192$307K0.0%N/A0.004%
8/19/2025 Advisory Services Network LLC63,715$1.47M0.0%+26.2%0.017%
8/18/2025 Tactive Advisors LLC31,203$725K0.2%N/A0.008%
8/18/2025 Geneos Wealth Management Inc.3,196$74K0.0%-75.3%0.001%
8/15/2025 Orcam Financial Group50,469$1.17M1.0%-1.9%0.013%
8/15/2025 Asset Allocation Strategies LLC759,597$17.65M3.4%+12.1%0.202%
8/15/2025 Semmax Financial Advisors Inc.32,761$759K0.2%+2.3%0.009%
8/15/2025 Corient Private Wealth LLC20,072$466K0.0%N/A0.005%
8/15/2025 Chapman Financial Group LLC10,580$246K0.2%N/A0.003%
8/15/2025 Captrust Financial Advisors77,186$1.79M0.0%-19.1%0.021%
8/15/2025 Prevail Innovative Wealth Advisors LLC13,908$323K0.1%N/A0.004%
8/15/2025 WFA of San Diego LLC3,578$83K0.1%N/A0.001%
8/15/2025 Vident Advisory LLC1,223,302$28.43M0.3%+10.2%0.325%
8/15/2025 Smartleaf Asset Management LLC49,062$1.14M0.1%+382.0%0.013%
8/15/2025 Redwood Investment Management LLC134,560$3.13M0.3%-3.8%0.036%
8/15/2025 Orion Porfolio Solutions LLC87,818$2.04M0.0%+1.4%0.023%
8/15/2025 MML Investors Services LLC183,946$4.28M0.0%-22.1%0.049%
8/15/2025 Mendel Capital Management LLC65,038$1.51M0.9%+1.7%0.017%
8/15/2025 IHT Wealth Management LLC26,620$619K0.0%+9.8%0.007%
8/15/2025 EP Wealth Advisors LLC21,971$511K0.0%-17.0%0.006%
8/15/2025 Curi Capital LLC189,313$4.40M0.1%-13.4%0.050%
8/15/2025 Bcwm LLC73,102$1.70M0.5%-6.6%0.019%
8/15/2025 Bank of America Corp DE1,144,096$26.59M0.0%-0.1%0.304%
8/15/2025 Ameriprise Financial Inc.7,450,294$173.39M0.0%+1.3%1.981%
8/14/2025 Vista Capital Partners Inc.10,440$243K0.0%N/A0.003%
8/14/2025 Ausdal Financial Partners Inc.44,477$1.03M0.1%+15.0%0.012%
8/14/2025 Raymond James Financial Inc.865,452$20.11M0.0%+35.9%0.230%
8/14/2025 Diversify Wealth Management LLC90,689$2.10M0.1%-4.9%0.024%
8/14/2025 Diversify Advisory Services LLC133,755$3.10M0.1%N/A0.036%
8/14/2025 Main Street Financial Solutions LLC188,141$4.37M0.3%+27.1%0.050%
8/14/2025 FAS Wealth Partners Inc.25,133$584K0.0%+26.7%0.007%
8/14/2025 Faithward Advisors LLC46,894$1.09M0.2%-3.6%0.012%
8/14/2025 Acorn Wealth Advisors LLC9,648$224K0.1%-14.0%0.003%
8/14/2025 L2 Asset Management LLC24,161$561K0.1%N/A0.006%
8/14/2025 Cerity Partners LLC583,187$13.55M0.0%-1.6%0.155%
8/13/2025 Flow Traders U.S. LLC108,551$2.52M0.1%N/A0.029%
8/13/2025 SageView Advisory Group LLC43,109$993K0.0%+2.7%0.011%
8/13/2025 EverSource Wealth Advisors LLC12,262$285K0.0%-18.5%0.003%
8/13/2025 NYL Investors LLC148,797$3.46M1.0%-3.1%0.040%
8/13/2025 CW Advisors LLC596,702$13.87M0.1%-2.8%0.159%
8/13/2025 Elios Financial Group Inc.96,021$2.23M1.0%+8.9%0.026%
8/13/2025 KilterHowling LLC1,190,816$27.68M16.5%+2.2%0.317%
8/13/2025 Twin Peaks Wealth Advisors LLC8,128$188K0.1%-14.0%0.002%
8/13/2025 Beacon Pointe Advisors LLC415,409$9.65M0.1%-0.5%0.110%
8/13/2025 Grove Street Fiduciary LLC469,303$10.91M5.3%-0.8%0.125%
8/13/2025 Forthright Family Wealth Advisory LLC420,274$9.77M6.2%-2.7%0.112%
8/13/2025 Fisher Asset Management LLC8,722$203K0.0%N/A0.002%
8/13/2025 Lido Advisors LLC33,342$775K0.0%-3.9%0.009%
8/13/2025 Meridian Wealth Partners LLC29,132$677K0.1%-2.0%0.008%
8/13/2025 Northwestern Mutual Wealth Management Co.350,661$8.15M0.0%+4.6%0.093%
8/13/2025 Crabel Capital Management LLC54,831$1.27M0.8%+30.5%0.015%
8/13/2025 Farnam Financial LLC62,252$1.45M1.3%-5.8%0.017%
8/13/2025 Maia Wealth LLC99,233$2.31M0.4%-3.1%0.026%
8/12/2025 Steward Partners Investment Advisory LLC4,705$109K0.0%+39.9%0.001%
8/12/2025 Burk Holdings LLC12,871$299K0.2%N/A0.003%
8/12/2025 CreativeOne Wealth LLC113,838$2.65M0.1%+6.4%0.030%
8/12/2025 Maripau Wealth Management LLC37,267$866K0.4%-16.4%0.010%
8/12/2025 Ameritas Investment Partners Inc.15,476$360K0.0%-24.9%0.004%
8/12/2025 Global Retirement Partners LLC133,131$3.09M0.1%N/A0.035%
8/12/2025 Waterloo Capital L.P.9,909$230K0.0%-13.7%0.003%
8/12/2025 Eley Financial Management Inc72,109$1.68M0.6%-2.4%0.019%
8/12/2025 AlphaCore Capital LLC388,794$9.04M0.3%+335.1%0.103%
8/12/2025 Kohmann Bosshard Financial Services LLC2,608,946$60.63M6.8%+2.9%0.694%
8/12/2025 Cooper Haims Advisors LLC141,445$3.29M1.6%+33.3%0.038%
8/12/2025 MAI Capital Management59,973$1.39M0.0%+2.3%0.016%
8/12/2025 JPMorgan Chase & Co.12,425,217$288.76M0.0%+1.3%3.305%
8/12/2025 NFP Retirement Inc.44,095$1.03M0.1%-3.2%0.012%
8/11/2025 VSM Wealth Advisory LLC177,281$4.12M1.4%+0.6%0.047%
8/11/2025 Traub Capital Management LLC3,271$76K0.1%N/A0.001%
8/11/2025 HHM Wealth Advisors LLC57,988$1.35M0.2%-13.4%0.016%
8/11/2025 Wealthspire Advisors LLC99,179$2.31M0.0%-3.9%0.027%
8/11/2025 Rockbridge Investment Management LCC7,382,880$171.58M18.4%+6.9%1.975%
8/11/2025 Western Wealth Management LLC11,029$256K0.0%-32.1%0.003%
8/8/2025 Avantax Advisory Services Inc.932,303$21.67M0.1%+18.0%0.249%
8/8/2025 Sculati Wealth Management LLC18,603$432K0.2%N/A0.005%
8/8/2025 Cetera Investment Advisers662,146$15.39M0.0%+9.4%0.177%
8/8/2025 Creative Planning429,252$9.98M0.0%+6.0%0.115%
8/8/2025 WealthShield Partners LLC230,787$5.36M0.6%-23.7%0.062%
8/8/2025 Security Financial Services INC.311,921$7.25M1.3%-28.7%0.083%
8/8/2025 Foundations Investment Advisors LLC124,921$2.90M0.0%+8.8%0.033%
8/8/2025 Omega Financial Group LLC105,788$2.46M0.9%+7.9%0.028%
8/8/2025 Kaizen Financial Strategies10,060$234K0.1%+13.5%0.003%
8/8/2025 Maple Capital Management Inc.8,919$207K0.0%-6.6%0.002%
8/8/2025 Wealth Alliance LLC15,119$351K0.0%-21.9%0.004%
8/8/2025 VERITY Wealth Advisors39,067$908K0.6%+1.9%0.010%
8/7/2025 Verus Capital Partners LLC78,836$1.83M0.2%N/A0.021%
8/7/2025 Nwam LLC86,132$1.99M0.2%-14.1%0.023%
8/7/2025 Cahill Financial Advisors Inc.35,965$836K0.1%-14.8%0.010%
8/7/2025 Allworth Financial LP2,071$48K0.0%-23.0%0.001%
8/7/2025 FDx Advisors Inc.17,362$403K0.1%-5.5%0.005%
8/7/2025 GS Investments Inc.10,708$249K0.1%-19.8%0.003%
8/7/2025 HC Advisors LLC188,732$4.39M3.1%+1.0%0.050%
(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, 743 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. ($288.76M), Ameriprise Financial Inc. ($173.39M), Rockbridge Investment Management LCC ($171.58M), Avantax Planning Partners Inc. ($157.21M), 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 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. ($9.15M), Charles Schwab Trust Co ($4.96M), Ameriprise Financial Inc. ($4.83M), Cerity Partners LLC ($4.75M), Jane Street Group LLC ($4.24M), Rockbridge Investment Management LCC ($4.16M), 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 109,330,615 shares in the last 24 months. This purchase volume represents approximately $2.50B in transactions.

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

Of the 321 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), Integrity Alliance LLC. ($1.06M), Goldman Sachs Group Inc. ($823.50K), and Ascent Group LLC ($582.94K).

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

Institutional investors have sold a total of 17,521,202 shares in the last 24 months. This volume of shares sold represents approximately $406.99M in transactions.


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This page (NYSEARCA:SCHZ) was last updated on 9/12/2025 by MarketBeat.com Staff
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