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

Schwab U.S. Aggregate Bond ETF logo
$22.79 +0.03 (+0.13%)
As of 07/24/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
468
Total
Institutional Inflows
(last 12 months)
$1.02B
Number of
Institutional Sellers
(last 12 months)
307
Total
Institutional Outflows
(last 12 months)
$455.96M
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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
7/10/2026 Stonekeep Investments LLC224,356$5.19M3.0%+0.4%0.049%
7/10/2026 Charles Schwab Trust Co6,601,917$152.70M8.5%+2.9%1.441%
7/10/2026 Financial Designs Corp111,587$2.58M1.4%-2.9%0.024%
7/10/2026 Fulcrum Equity Management20,455$473K0.3%+12.1%0.004%
7/10/2026 FFG Retirement Advisors LLC346,738$8.02M4.2%-12.4%0.076%
7/9/2026 Revolve Wealth Partners LLC756,987$17.51M1.8%+2.4%0.165%
7/9/2026 Friday Financial11,513$264K0.1%N/A0.003%
7/9/2026 Professional Financial Advisors LLC11,307$262K0.0%+17.9%0.002%
7/9/2026 Focus Financial Network Inc.231,175$5.35M0.2%+4.6%0.050%
7/9/2026 Legacy Wealth Management LLC46,343$1.07M0.1%+13.7%0.010%
7/9/2026 Great Waters Wealth Management44,782$1.04M0.1%-1.2%0.010%
7/9/2026 Tactive Advisors LLC124,104$2.87M0.7%+0.9%0.027%
7/9/2026 Sax Wealth Advisors LLC32,584$757K0.0%+76.3%0.007%
7/9/2026 Adamsbrown Wealth Consultants LLC90,885$2.10M0.4%+6.1%0.020%
7/9/2026 Affinity Capital Advisors LLC369,750$8.53M1.0%-7.7%0.081%
7/8/2026 Chesley Taft & Associates LLC11,610$269K0.0%-22.8%0.003%
7/8/2026 OFS Enterprise LLC110,173$2.55M0.7%+4.6%0.024%
7/8/2026 Twin Cities Retirement Group LLC127,460$2.95M2.5%+0.5%0.028%
7/8/2026 ACT Wealth Management LLC72,803$1.68M0.5%+2.5%0.016%
7/8/2026 Midwest Financial Network LLC21,131$489K0.3%N/A0.005%
7/7/2026 Pioneer Wealth Management Group2,249,290$52.03M12.6%+12.5%0.491%
7/7/2026 Fermata Advisors LLC18,246$422K0.1%-5.6%0.004%
7/7/2026 Trinity Wealth Management LLC10,099$234K0.1%+14.7%0.002%
7/7/2026 Balefire LLC72,265$1.67M0.3%N/A0.016%
7/7/2026 GK Wealth Management LLC51,837$1.20M0.6%N/A0.011%
7/7/2026 Avior Wealth Management LLC341,085$7.89M0.2%+1.4%0.074%
7/7/2026 Pacific Excel Wealth Advisors Inc.314,239$7.27M2.8%N/A0.069%
7/6/2026 Bangor Savings Bank83,589$1.93M0.1%-2.8%0.018%
7/6/2026 RDA Financial Network96,437$2.23M0.5%+12.7%0.021%
7/2/2026 Versant Capital Management Inc2,234$52K0.0%-87.6%0.000%
7/2/2026 Cedar Mountain Advisors LLC641,351$14.83M2.6%+0.1%0.140%
7/2/2026 CX Institutional8,628$200K0.0%N/A0.002%
6/26/2026WealthPoint Financial LLC120,602$2.80M2.2%+3.5%0.028%
6/24/2026Redwood Investment Management LLC178,239$4.14M0.5%+1.6%0.041%
6/23/2026Ballast Advisors LLC93,220$2.17M0.6%-3.9%0.022%
6/18/2026Western Wealth Management LLC19,954$463K0.0%+128.6%0.005%
6/10/2026FAS Wealth Partners Inc.23,624$549K0.0%-5.7%0.005%
6/3/2026Parallel Advisors LLC22,405$520K0.0%+9.5%0.005%
5/27/2026Tenret Co LLC984,581$22.86M11.0%+7.8%0.227%
5/27/2026 Security Financial Services INC.401,456$9.32M1.5%+3.1%0.093%
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5/26/2026Serenity Investment Advisors109,230$2.51M1.0%+14.8%0.025%
5/22/2026Verus Capital Partners LLC97,767$2.27M0.2%+8.7%0.023%
5/20/2026January Capital Advisors LLC40,941$951K1.3%N/A0.009%
5/19/2026Western Wealth Management LLC19,954$463K0.0%+128.6%0.005%
5/19/2026Bank of America Corp DE1,249,930$29.02M0.0%+5.6%0.289%
5/19/2026Chesapeake Wealth Management134,817$3.13M1.0%-1.8%0.031%
5/18/2026EverSource Wealth Advisors LLC42,337$983K0.0%+7.8%0.010%
5/18/2026Royal Bank of Canada57,075$1.33M0.0%+258.4%0.013%
5/18/2026Eley Financial Management Inc73,882$1.71M0.6%+5.9%0.017%
5/15/2026Northeast Financial Group Inc.290,058$6.74M1.7%+14.7%0.067%
5/15/2026Waverly Advisors LLC230,373$5.35M0.0%-0.8%0.053%
5/15/2026Wealth Alliance LLC15,601$362K0.0%+35.6%0.004%
5/14/2026Renaissance Technologies LLC113,600$2.64M0.0%N/A0.026%
5/14/2026Rockbridge Investment Management LCC9,693,597$225.09M20.2%+8.2%2.240%
5/14/2026Compound Planning Inc.8,732$203K0.0%N/A0.002%
5/14/2026Modern Wealth Management LLC1,219,890$28.25M0.5%+3.4%0.282%
5/14/2026Keebeck Wealth Management12,327$286K0.0%-8.3%0.003%
5/14/2026Lido Advisors LLC33,079$768K0.0%-4.7%0.008%
5/13/2026Cetera Investment Advisers1,767,932$41.05M0.0%+7.0%0.408%
5/13/2026Wealthspire Retirement LLC28,165$654K0.0%-18.3%0.007%
5/13/2026Prestige Wealth Management Group LLC4,403$102K0.0%-57.2%0.001%
5/13/2026Quantum Capital Management LLC NJ11,412$265K0.0%+9.1%0.003%
5/13/2026Alesco Advisors LLC An ESL Co8,914$207K0.0%-27.0%0.002%
5/8/2026PNC Financial Services Group Inc.1,590$37K0.0%N/A0.000%
5/8/2026JMG Financial Group Ltd.99,754$2.32M0.1%-3.6%0.023%
5/7/2026 Scarborough Advisors LLC30,958$719K0.1%N/A0.007%
5/7/2026Parallel Advisors LLC22,405$520K0.0%+9.5%0.005%
5/7/2026Regimen Wealth LLC14,664$340K0.1%+13.2%0.003%
5/7/2026 True North Advisors LLC18,236$423K0.0%-51.2%0.004%
5/6/2026GatePass Capital LLC9,438$219K0.1%-5.8%0.002%
5/6/2026Zhang Financial LLC129,017$3.00M0.1%+1.2%0.030%
5/6/2026Assetmark Inc.2,053$48K0.0%-27.6%0.000%
5/6/2026 Independent Financial Group LLC115,360$2.68M0.1%N/A0.027%
5/6/2026Smart Money Group LLC163,829$3.80M1.1%+17.5%0.038%
5/5/2026Marks Group Wealth Management Inc20,124$467K0.0%N/A0.005%
5/5/2026Theory Financial LLC946,329$21.97M7.7%-16.9%0.219%
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%
5/5/2026 Nwam 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%
5/4/2026 Empirical 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%
5/2/2026Diversify Wealth Management LLC94,736$2.19M0.0%+5.3%0.022%
5/2/2026Towercrest Capital Management1,014,783$23.56M3.7%-0.4%0.234%
5/2/2026Valmark Advisers Inc.110,196$2.56M0.0%-9.5%0.025%
5/2/2026Carnegie Investment Counsel102,903$2.39M0.0%+7.6%0.024%
5/1/2026Fifth Third Bancorp4,310$100K0.0%-21.2%0.001%
5/1/2026Sovran Advisors LLC23,782$551K0.0%-2.4%0.005%
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5/1/2026Summit Financial Strategies Inc.328,668$7.63M0.6%-20.7%0.076%
5/1/2026 Sachetta LLC1,818$42K0.0%+447.6%0.000%
5/1/2026WealthShield Partners LLC304,718$7.08M0.8%+6.9%0.070%
5/1/2026TSA Wealth Managment LLC957,984$22.24M7.2%+2.0%0.221%
5/1/2026Simplicity 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%
4/30/2026Kestra 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%


SCHZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 788 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 ($225.09M), Avantax Planning Partners Inc. ($179.04M), Charles Schwab Trust Co ($152.70M), Ameriprise Financial Inc. ($146.13M), 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.

Of the 766 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 ($6.47M), Charles Schwab Trust Co ($5.34M), Ameriprise Financial Inc. ($4.58M), Avantax Planning Partners Inc. ($4.38M), Jane Street Group LLC ($4.24M), and CWM LLC ($3.92M).

Institutional investors have bought a total of 43,844,630 shares in the last 24 months. This purchase volume represents approximately $1.02B in transactions.

Of the 304 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), BlueSky Wealth Advisors LLC ($2.17M), Ameriprise Financial Inc. ($1.22M), FLC Capital Advisors ($1.12M), Integrity Alliance LLC. ($1.06M), Envestnet Asset Management Inc. ($678.19K), and UBS Group AG ($677.18K).

Institutional investors have sold a total of 19,529,232 shares in the last 24 months. This volume of shares sold represents approximately $455.96M in transactions.


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This page (NYSEARCA:SCHZ) was last updated on 7/25/2026 by MarketBeat.com Staff.
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