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

Schwab U.S. Aggregate Bond ETF logo
$23.10 +0.04 (+0.17%)
As of 03:41 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Number of
Institutional Buyers
(last 12 months)
497
Total
Institutional Inflows
(last 12 months)
$1.21B
Number of
Institutional Sellers
(last 12 months)
358
Total
Institutional Outflows
(last 12 months)
$661.05M
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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
5/5/2026Ethos Financial Group LLC13,104$304K0.0%+11.0%0.003%
5/5/2026SouthState Bank Corp2,212$51K0.0%+539.3%0.001%
5/5/2026Sanctuary Advisors LLC870,949$20.22M0.1%+3.8%0.201%
5/5/2026Nwam LLC76,309$1.77M0.1%+37.0%0.018%
5/5/2026Avantax Planning Partners Inc.7,710,661$179.04M4.9%+3.5%1.782%
5/4/2026Milestones Private Investment Advisors LLC23,439$544K0.5%-50.1%0.005%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management140,212$3.26M0.1%-13.8%0.032%
5/4/2026Chicago Partners Investment Group LLC63,172$1.47M0.0%+2.8%0.015%
5/2/2026 Diversify Wealth Management LLC94,736$2.19M0.0%+5.3%0.022%
5/2/2026 Towercrest Capital Management1,014,783$23.56M3.7%-0.4%0.234%
5/2/2026 Valmark Advisers Inc.110,196$2.56M0.0%-9.5%0.025%
5/2/2026 Carnegie Investment Counsel102,903$2.39M0.0%+7.6%0.024%
5/1/2026 Fifth Third Bancorp4,310$100K0.0%-21.2%0.001%
5/1/2026 Sovran Advisors LLC23,782$551K0.0%-2.4%0.005%
5/1/2026 Summit Financial Strategies Inc.328,668$7.63M0.6%-20.7%0.076%
5/1/2026 Sachetta LLC1,818$42K0.0%+447.6%0.000%
5/1/2026 WealthShield Partners LLC304,718$7.08M0.8%+6.9%0.070%
5/1/2026 TSA Wealth Managment LLC957,984$22.24M7.2%+2.0%0.221%
5/1/2026 Simplicity Wealth LLC53,519$1.24M0.1%-52.2%0.012%
5/1/2026 Sequoia Financial Advisors LLC17,131$398K0.0%-29.8%0.004%
5/1/2026 Cedar Mountain Advisors LLC640,396$14.87M2.9%+2.0%0.148%
4/30/2026 Range Financial Group LLC153,912$3.57M1.2%+8.9%0.036%
4/30/2026 Kestra Advisory Services LLC127,997$2.97M0.0%+70.8%0.030%
4/30/2026 CFS Investment Advisory Services LLC599,748$14.01M1.0%-5.4%0.139%
4/30/2026 W Advisors LLC51,219$1.19M0.6%-2.5%0.012%
4/29/2026 Financial Life Advisors1,500,574$34.84M10.9%+1.5%0.347%
4/29/2026 WealthPLAN Partners LLC191,883$4.46M0.9%+2.6%0.044%
4/29/2026 Alliance Wealth Management Group1,014,783$23.56M5.1%-0.4%0.235%
4/29/2026 Horst & Graben Wealth Management LLC1,421,006$33.07M4.7%+2.3%0.329%
4/29/2026 K2 Financial Inc.90,439$2.11M1.4%+15.4%0.021%
4/29/2026 Downshift Financial LLC22,873$531K0.3%-56.5%0.005%
4/29/2026 Clay Northam Wealth Management LLC235,682$5.47M3.1%-2.7%0.055%
4/29/2026 Fischer Financial Services Inc.203,977$4.74M1.6%+1.9%0.047%
4/29/2026 Kiley Juergens Wealth Management LLC75,309$1.75M0.3%+15.9%0.017%
4/28/2026 Bogart Wealth LLC258,607$6.01M0.2%+3.4%0.060%
4/28/2026 Ascentis Independent Advisors40,639$944K0.1%+179.3%0.009%
4/28/2026 Mokosak Advisory Group LLC1,235,661$28.69M7.2%+7.3%0.286%
4/28/2026 Peak Financial Management Inc.393,380$9.13M2.3%+11.3%0.091%
4/28/2026 NBT Bank N A NY76,663$1.78M0.1%+0.7%0.018%
4/28/2026 Revisor Wealth Management LLC797,226$18.51M5.1%+7.7%0.185%
4/28/2026 Koshinski Asset Management Inc.39,844$925K0.1%-2.8%0.009%
4/28/2026 Latitude Advisors LLC53,778$1.25M0.6%+10.2%0.012%
4/28/2026 Beacon Financial Advisory LLC66,647$1.55M0.3%+10.9%0.015%
4/28/2026 Meramec Financial Planners LLC7,547$176K0.1%-16.8%0.002%
4/27/2026 Apeiron RIA LLC110,286$2.56M0.6%+2.3%0.026%
4/27/2026 Appalachian Capital Management Ltd25,394$590K0.5%-4.5%0.006%
4/27/2026 HB Wealth Management LLC53,225$1.24M0.0%-7.5%0.012%
4/27/2026 Altus Wealth Group LLC9,705$225K0.1%N/A0.002%
4/27/2026 PFG Investments LLC11,242$261K0.0%+6.0%0.003%
4/27/2026 World Investment Advisors10,537$245K0.0%-13.3%0.002%
4/27/2026 Lodestar Private Asset Management LLC71,991$1.67M0.2%+2.6%0.017%
4/27/2026 Marotta Asset Management269,547$6.24M1.1%-1.9%0.062%
4/27/2026 Private Advisor Group LLC62,248$1.45M0.0%+11.9%0.014%
4/27/2026 Elevation Point Wealth Partners LLC1,064,646$24.72M0.6%+22.9%0.247%
4/25/2026 Livet Wealth LLC82,115$1.91M1.2%-16.3%0.019%
4/24/2026 Midwest Capital Advisors LLC20,982$487K0.2%-73.9%0.005%
4/24/2026 Alaska Wealth Advisors LLC101,794$2.36M0.3%+21.2%0.024%
4/24/2026 Bestgate Wealth Advisors LLC191,285$4.44M8.0%-1.5%0.044%
4/23/2026 Kohmann Bosshard Financial Services LLC3,183,701$73.99M6.3%+8.2%0.738%
4/23/2026 Daviman Financial LLC397,508$9.23M5.5%+1.9%0.092%
4/23/2026 Caliber Wealth Management LLC KS10,768$250K0.0%+8.3%0.002%
4/23/2026 Mayflower Financial Advisors LLC465,472$10.81M1.1%+5.4%0.108%
4/23/2026 Forum Financial Management LP11,104$258K0.0%+20.2%0.003%
4/23/2026 Fairway Wealth LLC13,334$310K0.1%N/A0.003%
4/23/2026 Investment Planning Advisors Inc.18,070$420K0.1%-14.5%0.004%
4/23/2026 Catalina Capital Group LLC43,934$1.02M0.6%+12.4%0.010%
4/23/2026 Bigelow Investment Advisors LLC17,797$413K0.2%-18.0%0.004%
4/23/2026 Asset Allocation Strategies LLC922,027$21.41M3.8%+4.4%0.214%
4/23/2026 Apollon Wealth Management LLC16,966$394K0.0%-3.5%0.004%
4/22/2026 TPG Advisors LLC148,454$3.45M2.1%-18.4%0.034%
4/22/2026 Seneca Financial Advisors LLC60,115$1.40M0.4%+1.1%0.014%
4/22/2026 Patriot Financial Group Insurance Agency LLC285,748$6.64M0.4%+104.8%0.066%
4/22/2026 Kenora Financial LLC25,270$587K0.2%N/A0.006%
4/22/2026 Midwest Financial Group LLC311,242$7.23M3.1%+3.0%0.072%
4/22/2026 Merkkuri Wealth Advisors LLC69,138$1.61M1.1%+4.1%0.016%
4/21/2026 Powers Advisory Group LLC62,322$1.45M0.5%-11.5%0.014%
4/21/2026 Columbus Macro LLC615,159$14.28M1.5%+3.0%0.143%
4/21/2026 RCS Financial Planning LLC34,461$800K0.4%-10.3%0.008%
4/21/2026 Payne Capital LLC28,557$663K0.6%+25.7%0.007%
4/21/2026 Parkway Wealth Management Group LLC49,555$1.15M0.1%+22.0%0.011%
4/21/2026 Hoxton Planning & Management LLC291,826$6.78M2.0%+1.6%0.068%
4/21/2026 Silver Oak Securities Incorporated9,985$232K0.0%N/A0.002%
4/20/2026 Christensen King & Associates Investment Services Inc.546,284$12.69M5.4%+3.0%0.127%
4/20/2026 Kestra Private Wealth Services LLC22,994$534K0.0%-3.5%0.005%
4/20/2026 Chatterton & Associates Inc.232,291$5.41M3.8%+35.9%0.054%
4/20/2026 Park Edge Advisors LLC68,554$1.59M0.4%-1.4%0.016%
4/20/2026 Friedenthal Financial138,487$3.22M1.6%+0.9%0.032%
4/20/2026 Blue Trust Inc.1,516,289$35.21M0.4%-2.3%0.352%
4/18/2026 Faithward Advisors LLC18,147$421K0.1%-3.3%0.004%
4/18/2026 BCS Wealth Management58,405$1.36M0.3%-48.2%0.014%
4/18/2026 Phil A. Younker & Associates Ltd.1,570,095$36.46M24.3%+6.9%0.364%
4/18/2026 Vermillion Wealth Management Inc.54,483$1.27M0.5%-3.6%0.013%
4/18/2026 HHM Wealth Advisors LLC63,828$1.48M0.2%+3.8%0.015%
4/17/2026 Krilogy Financial LLC143,022$3.33M0.1%-7.4%0.033%
4/17/2026 Trinity Wealth Management LLC8,808$205K0.1%N/A0.002%
4/17/2026 Bell Investment Advisors Inc4,751$110K0.0%N/A0.001%
4/17/2026 James J. Burns & Company LLC664,104$15.42M2.1%-1.1%0.154%
4/17/2026 Brookstone Capital Management206,069$4.79M0.1%+3.6%0.048%
4/16/2026 Tactive Advisors LLC123,031$2.86M0.8%+9.4%0.029%
4/16/2026 Spectrum Planning & Advisory Services Inc.150,695$3.50M1.7%-4.3%0.035%


SCHZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCHZ shares?

During the previous two years, 784 institutional investors and hedge funds held shares of Schwab U.S. Aggregate Bond ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($294.19M), Rockbridge Investment Management LCC ($209.35M), Avantax Planning Partners Inc. ($179.04M), Ameriprise Financial Inc. ($146.13M), Charles Schwab Trust Co ($145.25M), Financial Engines Advisors L.L.C. ($126.12M), and HighTower Advisors LLC ($96.24M).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 757 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. ($7.24M), Rockbridge Investment Management LCC ($5.74M), Charles Schwab Trust Co ($5.16M), Ameriprise Financial Inc. ($4.58M), Avantax Planning Partners Inc. ($4.38M), Jane Street Group LLC ($4.24M), and CWM LLC ($3.96M).

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

Institutional investors have bought a total of 52,061,608 shares in the last 24 months. This purchase volume represents approximately $1.21B in transactions.

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

Of the 356 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: Total Wealth Planning LLC ($3.92M), Ameriprise Financial Inc. ($2.50M), BlueSky Wealth Advisors LLC ($2.17M), Hengehold Capital Management LLC ($2.04M), FLC Capital Advisors ($1.12M), Integrity Alliance LLC. ($1.06M), and McAdam LLC ($1.06M).

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

Institutional investors have sold a total of 28,365,158 shares in the last 24 months. This volume of shares sold represents approximately $661.05M in transactions.


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This page (NYSEARCA:SCHZ) was last updated on 5/5/2026 by MarketBeat.com Staff.
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