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

Schwab U.S. Aggregate Bond ETF logo
$23.63 -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)
619
Total
Institutional Inflows
(last 12 months)
$2.48B
Number of
Institutional Sellers
(last 12 months)
317
Total
Institutional Outflows
(last 12 months)
$413.60M
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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
10/17/2025FFG Retirement Advisors LLC369,208$8.67M5.4%-10.2%0.095%
10/17/2025FLC Capital Advisors12,505$293K0.1%-41.2%0.003%
10/17/20255T Wealth LLC128,089$3.01M1.3%+6.7%0.033%
10/17/2025VERITY Wealth Advisors35,890$842K0.5%-8.1%0.009%
10/17/2025Total Wealth Planning LLC4,138,120$97.12M11.2%+8.7%1.066%
10/17/2025Perigon Wealth Management LLC165,491$3.88M0.1%+1.0%0.043%
10/17/2025Client 1ST Advisory Group LLC311,250$7.31M2.4%+5.0%0.080%
10/17/2025Mayflower Financial Advisors LLC453,715$10.65M1.0%+5.3%0.117%
10/17/2025Valley Forge Investment Consultants Inc. ADV37,603$883K0.3%-11.0%0.010%
10/16/2025Columbus Macro LLC593,069$13.92M1.6%+1.6%0.153%
10/16/2025Hengehold Capital Management LLC336,780$7.90M0.7%+7.4%0.087%
10/16/2025Carnegie Investment Counsel53,250$1.25M0.0%+5.4%0.014%
10/16/2025Townsend Asset Management Corp NC ADV2,327$55K0.0%-17.8%0.001%
10/16/2025Stockman Wealth Management Inc.61,025$1.43M0.2%+0.9%0.016%
10/16/2025K2 Financial Inc.61,423$1.45M1.2%+19.2%0.016%
10/16/2025Marotta Asset Management284,010$6.66M1.3%+1.8%0.073%
10/16/2025Stonekeep Investments LLC192,030$4.51M2.9%+8.4%0.049%
10/16/2025Blue Trust Inc.1,479,884$34.73M0.4%+1.3%0.381%
10/16/2025Horst & Graben Wealth Management LLC1,413,028$33.16M5.1%+1.9%0.364%
10/16/2025Twele Capital Management Inc.53,848$1.26M0.2%+5.3%0.014%
10/15/2025 CWM LLC185,525$4.35M0.0%-39.8%0.048%
10/15/2025 Patriot Investment Management Group Inc.143,729$3.37M0.2%-3.3%0.037%
10/15/2025 Curbstone Financial Management Corp133,700$3.14M0.6%+7.7%0.034%
10/15/2025 Stephens Consulting LLC5,452$128K0.0%+75.5%0.001%
10/15/2025 World Investment Advisors11,596$272K0.0%-26.3%0.003%
10/15/2025 Brady Martz Wealth Solutions LLC187,840$4.41M0.8%-0.5%0.048%
10/15/2025 Brookstone Capital Management202,407$4.75M0.1%-6.1%0.052%
10/15/2025 Friedenthal Financial164,888$3.87M2.0%-1.2%0.042%
10/15/2025 Manchester Financial Inc.9,231$217K0.0%-11.5%0.002%
10/15/2025 Cypress Wealth Services LLC492,968$11.57M1.9%-4.9%0.127%
10/15/2025 Revisor Wealth Management LLC694,514$16.27M5.6%+4.0%0.179%
10/14/2025 Tactive Advisors LLC92,442$2.17M0.6%+196.3%0.024%
10/14/2025 Apeiron RIA LLC301,688$7.09M1.6%+18.0%0.078%
10/14/2025 Revolve Wealth Partners LLC753,124$17.68M2.1%+3.9%0.194%
10/14/2025 Great Waters Wealth Management45,805$1.08M0.1%-3.0%0.012%
10/14/2025 Cliftonlarsonallen Wealth Advisors LLC1,004,082$23.57M0.4%+1.4%0.259%
10/14/2025 Farther Finance Advisors LLC138,312$3.25M0.0%+346.8%0.036%
10/14/2025 Security Financial Services INC.248,177$5.83M0.9%-20.4%0.064%
10/14/2025 Bernard Wealth Management Corp.1,306$31K0.0%N/A0.000%
10/14/2025 BlueSky Wealth Advisors LLC2,241,127$52.60M7.1%+5.5%0.579%
10/14/2025 Private Client Services LLC14,522$341K0.1%-73.6%0.004%
10/14/2025 Brighton Jones LLC13,866$325K0.0%-4.2%0.004%
10/14/2025 Pioneer Wealth Management Group2,395,677$56.23M18.2%+7.6%0.618%
10/14/2025 Accelerate Investment Advisors LLC11,816$277K0.2%-4.0%0.003%
10/10/2025 Fifth Third Securities Inc.240,270$5.64M0.4%+35.6%0.062%
10/10/2025 Charles Schwab Trust Co5,946,824$139.57M9.5%+6.4%1.535%
10/10/2025 Legacy Wealth Management Inc31,578$741K0.0%+5.8%0.008%
10/10/2025 Myecfo LLC495,524$11.63M5.3%+2.6%0.128%
10/10/2025 Sharkey Howes & Javer20,685$485K0.1%N/A0.005%
10/10/2025 Focus Financial Network Inc.393,704$9.24M0.3%+3.5%0.102%
10/10/2025 Signal Advisors Wealth LLC50,521$1.19M0.1%-42.1%0.013%
10/9/2025 Bartlett & CO. Wealth Management LLC15,645$367K0.0%-28.1%0.004%
10/9/2025 Breakthru Advisory Services LLC355,327$8.34M5.5%N/A0.092%
10/9/2025 U.S. Capital Wealth Advisors LLC36,799$864K0.0%+3.4%0.009%
10/9/2025 Peak Financial Management Inc.338,789$7.95M2.1%+4.5%0.087%
10/9/2025 Affinity Capital Advisors LLC396,201$9.30M1.4%-0.3%0.102%
10/9/2025 Guardian Financial Partners LLC215,456$5.06M2.1%-5.6%0.056%
10/9/2025 Park Edge Advisors LLC65,381$1.53M0.4%+23.2%0.017%
10/8/2025 Patriot Financial Group Insurance Agency LLC138,147$3.24M0.4%+7.3%0.036%
10/8/2025 ZynergyRetirementPlanningLLC1,250,430$29.35M18.5%+2.3%0.325%
10/8/2025 Asset Allocation Strategies LLC839,803$19.71M3.9%+10.6%0.218%
10/8/2025 RDA Financial Network88,610$2.08M0.5%+4.7%0.023%
10/8/2025 Firethorn Wealth Partners LLC93,010$2.18M0.9%-6.4%0.024%
10/8/2025 Wedmont Private Capital21,825$512K0.0%+11.3%0.006%
10/8/2025 Beacon Financial Group24,667$579K0.1%-23.0%0.006%
10/7/2025 Cooper Financial Group15,018$352K0.0%-15.7%0.004%
10/7/2025 Heritage Family Offices LLP48,016$1.13M0.5%-2.0%0.012%
10/7/2025 Walker Financial Services Inc.15,534$365K0.1%-9.6%0.004%
10/7/2025 Friday Financial21,251$499K0.2%N/A0.006%
10/7/2025 Hardin Capital Partners LLC19,840$466K0.2%+3.8%0.005%
10/7/2025 Graves Light Lenhart Wealth Inc.56,279$1.32M0.1%-1.0%0.015%
10/6/2025 ACT Wealth Management LLC71,442$1.68M0.6%-20.3%0.019%
10/3/2025 Dentgroup LLC23,527$552K0.4%-2.6%0.006%
10/3/2025 Breakwater Investment Management148,971$3.50M1.3%-9.8%0.040%
9/29/2025Vestwell Advisors LLC4,512$105K0.0%N/A0.001%
9/26/2025Corient Private Wealth LLC10,036$233K0.0%N/A0.003%
9/11/2025Milestones Private Investment Advisors LLC49,935$1.16M0.9%N/A0.013%
9/4/2025 ZynergyRetirementPlanningLLC1,221,958$28.40M19.0%+4.9%0.325%
9/4/2025Osaic Holdings Inc.464,019$10.78M0.0%+95.7%0.123%
8/29/2025Evolution Wealth Management Inc.3,145$73K0.1%N/A0.001%
8/29/2025Total Investment Management Inc.6,099$142K0.0%N/A0.002%
8/29/2025Centaurus Financial Inc.16,479$383K0.0%-12.1%0.004%
8/27/2025Orion Porfolio Solutions LLC87,818$2.04M0.0%+1.4%0.023%
8/25/2025Fulcrum Equity Management16,342$380K0.4%-15.2%0.004%
8/19/2025B. Riley Wealth Advisors Inc.13,192$307K0.0%N/A0.004%
8/19/2025Advisory Services Network LLC63,715$1.47M0.0%+26.2%0.017%
8/18/2025 Tactive Advisors LLC31,203$725K0.2%N/A0.008%
8/18/2025Geneos Wealth Management Inc.3,196$74K0.0%-75.3%0.001%
8/15/2025Orcam 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%
8/15/2025Semmax Financial Advisors Inc.32,761$759K0.2%+2.3%0.009%
8/15/2025Corient Private Wealth LLC20,072$466K0.0%N/A0.005%
8/15/2025Chapman Financial Group LLC10,580$246K0.2%N/A0.003%
8/15/2025Captrust Financial Advisors77,186$1.79M0.0%-19.1%0.021%
8/15/2025Prevail Innovative Wealth Advisors LLC13,908$323K0.1%N/A0.004%
8/15/2025WFA of San Diego LLC3,578$83K0.1%N/A0.001%
8/15/2025Vident Advisory LLC1,223,302$28.43M0.3%+10.2%0.325%
8/15/2025Smartleaf Asset Management LLC49,062$1.14M0.1%+382.0%0.013%
8/15/2025Redwood Investment Management LLC134,560$3.13M0.3%-3.8%0.036%
8/15/2025Orion Porfolio Solutions LLC87,818$2.04M0.0%+1.4%0.023%
(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, 740 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 ($139.57M), 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 699 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 ($5.32M), 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 108,461,943 shares in the last 24 months. This purchase volume represents approximately $2.48B in transactions.

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

Of the 317 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 ($1.12M), 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 17,804,723 shares in the last 24 months. This volume of shares sold represents approximately $413.60M in transactions.


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This page (NYSEARCA:SCHZ) was last updated on 10/17/2025 by MarketBeat.com Staff
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