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

Schwab U.S. Aggregate Bond ETF logo
$22.98 -0.09 (-0.39%)
Closing price 07/11/2025 04:10 PM Eastern
Extended Trading
$23.17 +0.19 (+0.81%)
As of 07/11/2025 06:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
591
Total
Institutional Inflows
(last 12 months)
$2.41B
Number of
Institutional Sellers
(last 12 months)
265
Total
Institutional Outflows
(last 12 months)
$240.09M
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SCHZ Institutional Buying and Selling by Quarter

Schwab U.S. Aggregate Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/11/2025Bond & Devick Financial Network Inc.666,535$15.49M5.2%+4.1%0.179%
7/11/2025Ridgeline Wealth LLC27,464$638K0.5%-9.7%0.007%
7/11/2025Farther Finance Advisors LLC30,955$719K0.0%-29.8%0.008%
7/11/2025Great Waters Wealth Management47,243$1.10M0.1%+11.4%0.013%
7/11/2025Myecfo LLC483,048$11.23M5.5%+0.2%0.130%
7/11/2025My Legacy Advisors LLC138,921$3.21M1.1%-6.4%0.037%
7/11/2025SeaCrest Wealth Management LLC66,355$1.54M0.2%-14.3%0.018%
7/11/2025Pioneer Wealth Management Group2,226,231$51.74M19.2%+13.3%0.598%
7/10/2025 AHL Investment Management Inc.35,543$826K0.6%+13.8%0.010%
7/10/2025 CWC Advisors LLC.31,402$730K0.4%+3.9%0.008%
7/10/2025 Oldfather Financial Services LLC97,145$2.26M0.8%+9.4%0.026%
7/10/2025 Worth Asset Management LLC13,361$311K0.2%-6.6%0.004%
7/10/2025 Bigelow Investment Advisors LLC26,740$621K0.3%-12.8%0.007%
7/10/2025 Wealth Enhancement Advisory Services LLC3,579,337$82.50M0.1%-3.0%0.962%
7/10/2025 Stonekeep Investments LLC177,178$4.12M2.8%+20.3%0.048%
7/10/2025 Signal Advisors Wealth LLC87,238$2.03M0.2%+86.4%0.023%
7/10/2025 Focus Financial Network Inc.380,459$8.84M0.3%-3.4%0.102%
7/10/2025 Sovran Advisors LLC23,476$539K0.1%-14.1%0.006%
7/9/2025 Breakwater Investment Management165,106$3.84M1.5%-11.1%0.044%
7/9/2025 Affinity Capital Advisors LLC397,275$9.23M1.6%-1.6%0.107%
7/9/2025 Lifelong Wealth Advisors Inc.151,255$3.52M1.2%-0.7%0.041%
7/9/2025 Fermata Advisors LLC16,252$378K0.1%-11.8%0.004%
7/9/2025 Alesco Advisors LLC35,313$821K0.0%-15.9%0.009%
7/9/2025 Krilogy Financial LLC186,778$4.34M0.2%-2.9%0.050%
7/9/2025 Brand Asset Management Group Inc.21,979$511K0.2%-21.8%0.006%
7/9/2025 Bowman & Co S.C.18,936$440K0.2%-3.2%0.005%
7/9/2025 Beacon Financial Group32,019$744K0.1%-2.8%0.009%
7/9/2025 ACT Wealth Management LLC89,682$2.08M0.9%+2.2%0.024%
7/8/2025 Range Financial Group LLC80,097$1.86M0.7%-2.0%0.022%
7/8/2025 Juncture Wealth Strategies LLC31,076$722K0.3%-4.3%0.008%
7/8/2025 Adamsbrown Wealth Consultants LLC63,474$1.48M0.4%+4.3%0.017%
7/8/2025 GK Wealth Management LLC46,995$1.09M1.0%+80.9%0.013%
7/8/2025 Twele Capital Management Inc.51,142$1.19M0.2%-1.4%0.014%
7/8/2025 Parallel Advisors LLC19,013$442K0.0%+1,445.8%0.005%
7/7/2025 Park Edge Advisors LLC53,067$1.23M0.3%+11.7%0.014%
7/7/2025 Accelerate Investment Advisors LLC12,312$286K0.2%-7.6%0.003%
7/7/2025 RDA Financial Network84,652$1.97M0.5%-5.3%0.023%
7/3/2025 Garde Capital Inc.29,987$697K0.0%-3.6%0.008%
7/2/2025 Dentgroup LLC24,157$561K0.4%-9.1%0.007%
7/2/2025 Marotta Asset Management278,954$6.48M1.3%+93.2%0.075%
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7/1/2025 Private Client Services LLC55,017$1.28M0.5%N/A0.015%
7/1/2025 Bush Investment Group LLC80,931$1.88M1.3%-3.4%0.022%
6/16/2025Maple Capital Management Inc.9,549$221K0.0%-6.3%0.003%
5/29/2025Plum Street Advisors LLC949,067$21.98M10.6%+0.3%0.256%
5/29/2025Apeiron RIA LLC227,189$5.26M1.6%+24.8%0.061%
5/28/2025 GK Wealth Management LLC25,979$602K0.7%+17.9%0.007%
5/21/2025McAdam LLC2,653,953$61.47M3.8%-4.1%0.715%
5/21/2025Geneos Wealth Management Inc.12,953$300K0.0%-42.0%0.003%
5/20/2025Belpointe Asset Management LLC15,446$358K0.0%N/A0.004%
5/20/2025Tenret Co LLC831,405$19.26M11.7%+5.3%0.224%
5/20/2025Fortis Capital Advisors LLC15,446$358K0.1%N/A0.004%
5/20/2025Focus Partners Wealth28,189$653K0.0%+28.9%0.008%
5/20/2025Integrity Alliance LLC.1,136,753$26.33M1.0%+18.4%0.306%
5/19/2025Jane Street Group LLC2,274,341$52.67M0.0%+1,165.6%0.613%
5/19/2025SageView Advisory Group LLC41,995$973K0.0%+2.7%0.011%
5/19/2025Advisory Alpha LLC25,703$595K0.0%+21.8%0.007%
5/19/2025Client 1ST Advisory Group LLC287,248$6.65M2.6%-4.9%0.077%
5/19/2025SCS Capital Management LLC8,954$207K0.0%N/A0.002%
5/16/2025Semmax Financial Advisors Inc.32,010$733K0.2%+6.7%0.009%
5/16/2025Faithward Advisors LLC48,643$1.13M0.2%-10.4%0.013%
5/16/2025Ascent Group LLC1,291,417$29.91M1.3%+260.0%0.348%
5/16/2025Arete Wealth Advisors LLC53,273$1.23M0.1%+6.6%0.014%
5/16/2025Signature Estate & Investment Advisors LLC384,254$8.90M0.2%+6.3%0.104%
5/16/2025Ashton Thomas Private Wealth LLC246,795$5.72M0.2%+44.7%0.067%
5/16/2025Goldman Sachs Group Inc.3,205,989$74.25M0.0%-20.4%0.866%
5/16/2025Jones Financial Companies Lllp568,854$13.15M0.0%-27.5%0.153%
5/16/2025Coordinated Financial Services Inc. CO56,991$1.32M1.0%N/A0.015%
5/16/2025Pinnacle Family Advisors LLC41,898$970K0.5%+5.4%0.011%
5/16/2025Integrated Wealth Concepts LLC299,141$6.93M0.1%-1.9%0.081%
5/16/2025Curi RMB Capital LLC218,665$5.06M0.1%-3.2%0.059%
5/16/2025AQR Capital Management LLC14,212$329K0.0%+15.9%0.004%
5/16/2025Ancora Advisors LLC101,741$2.36M0.1%-3.9%0.027%
5/15/2025EP Wealth Advisors LLC26,479$613K0.0%-15.4%0.007%
5/15/2025Focus Partners Advisor Solutions LLC431,831$10.00M0.2%-18.4%0.116%
5/15/2025Royal Bank of Canada13,302$308K0.0%-52.9%0.004%
5/15/2025Calton & Associates Inc.82,391$1.91M0.4%N/A0.022%
5/15/2025OLD Mission Capital LLC54,236$1.26M0.0%-77.7%0.015%
5/15/2025Vident Advisory LLC1,109,646$25.70M0.4%+145.3%0.299%
5/15/2025Mission Creek Capital Partners Inc.43,085$998K0.2%-1.2%0.012%
5/15/2025Oarsman Capital Inc.116,234$2.69M0.5%-5.4%0.031%
5/15/2025D L Carlson Investment Group Inc.30,448$705K0.1%-10.6%0.008%
5/14/2025KilterHowling LLC1,165,547$26.68M17.2%+2.3%0.314%
5/14/2025Note Advisors LLC15,774$365K0.3%+3.7%0.004%
5/14/2025CreativeOne Wealth LLC107,021$2.48M0.1%+11.6%0.029%
5/14/2025Redwood Investment Management LLC139,862$3.24M0.4%+7.4%0.038%
5/14/2025Jane Street Group LLC2,274,341$52.67M0.0%+1,165.6%0.613%
5/14/2025Talisman Wealth Advisors LLC10,103$234K0.2%N/A0.003%
5/14/2025Comerica Bank3,161$73K0.0%-79.7%0.001%
5/14/2025Smartleaf Asset Management LLC10,178$235K0.0%N/A0.003%
5/14/2025Northwestern Mutual Wealth Management Co.335,176$7.76M0.0%-0.1%0.090%
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5/14/2025Heritage Wealth Partners LLC55,294$1.28M2.0%N/A0.015%
5/14/2025Sax Wealth Advisors LLC15,680$363K0.0%N/A0.004%
5/14/2025Kestra Advisory Services LLC42,750$990K0.0%-59.5%0.012%
5/14/2025D.B. Root & Company LLC17,202$398K0.1%-2.9%0.005%
5/14/2025Compound Planning Inc.11,873$275K0.0%+15.4%0.003%
5/14/2025Ameriprise Financial Inc.7,351,634$170.28M0.0%-14.8%1.982%
5/14/2025CW Advisors LLC614,202$14.23M0.2%-5.1%0.166%
5/14/2025VanderPol Investments L.L.C.164,617$3.81M8.1%+2.2%0.044%
5/14/2025Luts & Greenleigh Group Inc.23,412$542K0.5%-2.0%0.006%
5/14/2025Tradition Wealth Management LLC224,349$5.20M0.5%+2.1%0.060%
(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, 738 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. ($284.11M), Ameriprise Financial Inc. ($170.28M), Avantax Planning Partners Inc. ($157.21M), Rockbridge Investment Management LCC ($142.33M), Charles Schwab Trust Co ($125.33M), 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. ($8.99M), Charles Schwab Trust Co ($4.89M), Cerity Partners LLC ($4.79M), Ameriprise Financial Inc. ($4.73M), Charles Schwab Investment Management Inc. ($4.59M), Jane Street Group LLC ($4.24M), and Avantax Planning Partners Inc. ($3.79M).

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

Institutional investors have bought a total of 105,544,216 shares in the last 24 months. This purchase volume represents approximately $2.41B in transactions.

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

Of the 265 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: Ameriprise Financial Inc. ($1.28M), Goldman Sachs Group Inc. ($823.50K), Envestnet Asset Management Inc. ($564.81K), Sequoia Financial Advisors LLC ($558.28K), Charles Schwab Trust Co ($487.28K), McAdam LLC ($397.93K), and OneDigital Investment Advisors LLC ($354.65K).

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

Institutional investors have sold a total of 10,376,622 shares in the last 24 months. This volume of shares sold represents approximately $240.09M in transactions.



This page (NYSEARCA:SCHZ) was last updated on 7/12/2025 by MarketBeat.com Staff
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