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

Schwab U.S. Aggregate Bond ETF logo
$23.05 0.00 (0.00%)
As of 07/2/2026 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)
482
Total
Institutional Inflows
(last 12 months)
$1.06B
Number of
Institutional Sellers
(last 12 months)
343
Total
Institutional Outflows
(last 12 months)
$585.82M
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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
7/2/2026 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%
5/27/2026Security Financial Services INC.401,456$9.32M1.5%+3.1%0.093%
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%
5/7/2026Scarborough 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%
5/7/2026True North Advisors LLC18,236$423K0.0%-51.2%0.004%
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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%
5/6/2026Independent 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%
5/5/2026Nwam 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%
5/2/2026Diversify 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%
5/1/2026Summit Financial Strategies Inc.328,668$7.63M0.6%-20.7%0.076%
5/1/2026Sachetta 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%
5/1/2026Sequoia 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%
4/30/2026Range 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%
4/30/2026CFS Investment Advisory Services LLC599,748$14.01M1.0%-5.4%0.139%
4/30/2026W Advisors LLC51,219$1.19M0.6%-2.5%0.012%
4/29/2026Financial Life Advisors1,500,574$34.84M10.9%+1.5%0.347%
4/29/2026WealthPLAN Partners LLC191,883$4.46M0.9%+2.6%0.044%
4/29/2026Alliance Wealth Management Group1,014,783$23.56M5.1%-0.4%0.235%
4/29/2026Horst & Graben Wealth Management LLC1,421,006$33.07M4.7%+2.3%0.329%
4/29/2026K2 Financial Inc.90,439$2.11M1.4%+15.4%0.021%
4/29/2026Downshift Financial LLC22,873$531K0.3%-56.5%0.005%
4/29/2026Clay Northam Wealth Management LLC235,682$5.47M3.1%-2.7%0.055%
4/29/2026Fischer Financial Services Inc.203,977$4.74M1.6%+1.9%0.047%
4/29/2026Kiley Juergens Wealth Management LLC75,309$1.75M0.3%+15.9%0.017%
4/28/2026Bogart Wealth LLC258,607$6.01M0.2%+3.4%0.060%
4/28/2026Ascentis Independent Advisors40,639$944K0.1%+179.3%0.009%
4/28/2026Mokosak Advisory Group LLC1,235,661$28.69M7.2%+7.3%0.286%
4/28/2026Peak Financial Management Inc.393,380$9.13M2.3%+11.3%0.091%
4/28/2026NBT Bank N A NY76,663$1.78M0.1%+0.7%0.018%
4/28/2026Revisor Wealth Management LLC797,226$18.51M5.1%+7.7%0.185%
4/28/2026Koshinski Asset Management Inc.39,844$925K0.1%-2.8%0.009%
4/28/2026Latitude Advisors LLC53,778$1.25M0.6%+10.2%0.012%
4/28/2026Beacon Financial Advisory LLC66,647$1.55M0.3%+10.9%0.015%
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4/28/2026Meramec Financial Planners LLC7,547$176K0.1%-16.8%0.002%
4/27/2026Apeiron RIA LLC110,286$2.56M0.6%+2.3%0.026%
4/27/2026Appalachian Capital Management Ltd25,394$590K0.5%-4.5%0.006%
4/27/2026HB Wealth Management LLC53,225$1.24M0.0%-7.5%0.012%
4/27/2026Altus Wealth Group LLC9,705$225K0.1%N/A0.002%
4/27/2026PFG Investments LLC11,242$261K0.0%+6.0%0.003%
4/27/2026World Investment Advisors10,537$245K0.0%-13.3%0.002%
4/27/2026Lodestar Private Asset Management LLC71,991$1.67M0.2%+2.6%0.017%
4/27/2026Marotta Asset Management269,547$6.24M1.1%-1.9%0.062%
4/27/2026Private Advisor Group LLC62,248$1.45M0.0%+11.9%0.014%


SCHZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 786 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), 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.

Of the 762 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 ($5.16M), Ameriprise Financial Inc. ($4.58M), Avantax Planning Partners Inc. ($4.38M), Jane Street Group LLC ($4.24M), and CWM LLC ($3.96M).

Institutional investors have bought a total of 45,252,956 shares in the last 24 months. This purchase volume represents approximately $1.06B in transactions.

Of the 343 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), Hengehold Capital Management LLC ($2.04M), Ameriprise Financial Inc. ($1.22M), FLC Capital Advisors ($1.12M), Integrity Alliance LLC. ($1.06M), and Ascent Group LLC ($955.71K).

Institutional investors have sold a total of 25,116,330 shares in the last 24 months. This volume of shares sold represents approximately $585.82M in transactions.


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This page (NYSEARCA:SCHZ) was last updated on 7/5/2026 by MarketBeat.com Staff.
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