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

$22.68 +0.06 (+0.24%)

As of 12:04 PM Eastern

Number of Institutional Buyers (last 12 months): 435
Total Institutional Inflows (last 12 months): $998.03M

Number of Institutional Sellers (last 12 months): 265
Total Institutional Outflows (last 12 months): $373.40M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/2/2026	MLG Wealth Management DBA Pine Grove Financial Group	822,511	$19.09M	1.9%	+5.0%	0.178%
9/2/2026	Citadel Advisors LLC	383,817	$8.88M	0.0%	+257.7%	0.083%
8/26/2026	HORAN Wealth LLC	11,523	$267K	0.0%	+4.0%	0.002%
8/26/2026	Principia Wealth Advisory LLC	4,174	$97K	0.0%	-36.8%	0.001%
8/25/2026	January Capital Advisors LLC	341,513	$7.90M	6.7%	+734.2%	0.074%
8/24/2026	Serenity Investment Advisors	111,150	$2.53M	1.1%	+1.8%	0.024%
8/23/2026	Ameritas Advisory Services LLC	60,233	$1.39M	0.0%	N/A	0.013%
8/23/2026	HB Wealth Management LLC	50,111	$1.16M	0.0%	-5.9%	0.011%
8/23/2026	Clay Northam Wealth Management LLC	222,565	$5.15M	2.5%	-5.6%	0.048%
8/23/2026	Asset Allocation Strategies LLC	933,117	$21.58M	3.2%	+1.2%	0.202%
A letter from Shannon Stansberry (Ad) Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief. It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live. Watch the full story and see the verified track record for yourself
8/22/2026	Cassilly Financial Group LLC	183,780	$4.25M	3.1%	+1.2%	0.040%
8/22/2026	Hopwood Nicholas Hunter	103,755	$2.40M	0.7%	N/A	0.022%
8/22/2026	Aventus Investment Advisors Inc.	37,712	$872K	0.6%	-42.9%	0.008%
8/22/2026	Elevation Wealth Management LLC	9,832	$227K	0.2%	-38.2%	0.002%
8/22/2026	Plan A Wealth LLC	42,391	$981K	0.4%	+5.5%	0.009%
8/20/2026	Cooper Haims Advisors LLC	193,504	$4.70M	1.9%	+33.9%	0.042%
8/20/2026	Nwam LLC	244,268	$5.65M	0.3%	+220.1%	0.053%
8/20/2026	Oarsman Capital Inc.	3,355,112	$77.60M	5.8%	+2,413.9%	0.727%
8/12/2026	Compass Financial Management LLC	134,277	$3.11M	0.4%	N/A	0.029%
7/10/2026	Stonekeep Investments LLC	224,356	$5.19M	3.0%	+0.4%	0.049%
7/10/2026	Charles Schwab Trust Co	6,601,917	$152.70M	8.5%	+2.9%	1.441%
7/10/2026	Financial Designs Corp	111,587	$2.58M	1.4%	-2.9%	0.024%
7/10/2026	Fulcrum Equity Management	20,455	$473K	0.3%	+12.1%	0.004%
7/10/2026	FFG Retirement Advisors LLC	346,738	$8.02M	4.2%	-12.4%	0.076%
7/9/2026	Revolve Wealth Partners LLC	756,987	$17.51M	1.8%	+2.4%	0.165%
7/9/2026	Friday Financial	11,513	$264K	0.1%	N/A	0.003%
7/9/2026	Professional Financial Advisors LLC	11,307	$262K	0.0%	+17.9%	0.002%
7/9/2026	Focus Financial Network Inc.	231,175	$5.35M	0.2%	+4.6%	0.050%
7/9/2026	Legacy Wealth Management LLC	46,343	$1.07M	0.1%	+13.7%	0.010%
7/9/2026	Great Waters Wealth Management	44,782	$1.04M	0.1%	-1.2%	0.010%
7/9/2026	Tactive Advisors LLC	124,104	$2.87M	0.7%	+0.9%	0.027%
7/9/2026	Sax Wealth Advisors LLC	32,584	$757K	0.0%	+76.3%	0.007%
7/9/2026	Adamsbrown Wealth Consultants LLC	90,885	$2.10M	0.4%	+6.1%	0.020%
7/9/2026	Affinity Capital Advisors LLC	369,750	$8.53M	1.0%	-7.7%	0.081%
7/8/2026	Chesley Taft & Associates LLC	11,610	$269K	0.0%	-22.8%	0.003%
7/8/2026	OFS Enterprise LLC	110,173	$2.55M	0.7%	+4.6%	0.024%
7/8/2026	Twin Cities Retirement Group LLC	127,460	$2.95M	2.5%	+0.5%	0.028%
7/8/2026	ACT Wealth Management LLC	72,803	$1.68M	0.5%	+2.5%	0.016%
7/8/2026	Midwest Financial Network LLC	21,131	$489K	0.3%	N/A	0.005%
7/7/2026	Pioneer Wealth Management Group	2,249,290	$52.03M	12.6%	+12.5%	0.491%
A letter from Shannon Stansberry (Ad) Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief. It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live. Watch the full story and see the verified track record for yourself
7/7/2026	Fermata Advisors LLC	18,246	$422K	0.1%	-5.6%	0.004%
7/7/2026	Trinity Wealth Management LLC	10,099	$234K	0.1%	+14.7%	0.002%
7/7/2026	Balefire LLC	72,265	$1.67M	0.3%	N/A	0.016%
7/7/2026	GK Wealth Management LLC	51,837	$1.20M	0.6%	N/A	0.011%
7/7/2026	Avior Wealth Management LLC	341,085	$7.89M	0.2%	+1.4%	0.074%
7/7/2026	Pacific Excel Wealth Advisors Inc.	314,239	$7.27M	2.8%	N/A	0.069%
7/6/2026	Bangor Savings Bank	83,589	$1.93M	0.1%	-2.8%	0.018%
7/6/2026	RDA Financial Network	96,437	$2.23M	0.5%	+12.7%	0.021%
7/2/2026	Versant Capital Management Inc	2,234	$52K	0.0%	-87.6%	0.000%
7/2/2026	Cedar Mountain Advisors LLC	641,351	$14.83M	2.6%	+0.1%	0.140%
7/2/2026	CX Institutional	8,628	$200K	0.0%	N/A	0.002%
6/26/2026	WealthPoint Financial LLC	120,602	$2.80M	2.2%	+3.5%	0.028%
6/24/2026	Redwood Investment Management LLC	178,239	$4.14M	0.5%	+1.6%	0.041%
6/23/2026	Ballast Advisors LLC	93,220	$2.17M	0.6%	-3.9%	0.022%
6/18/2026	Western Wealth Management LLC	19,954	$463K	0.0%	+128.6%	0.005%
6/10/2026	FAS Wealth Partners Inc.	23,624	$549K	0.0%	-5.7%	0.005%
6/3/2026	Parallel Advisors LLC	22,405	$520K	0.0%	+9.5%	0.005%
5/27/2026	Tenret Co LLC	984,581	$22.86M	11.0%	+7.8%	0.227%
5/27/2026	Security Financial Services INC.	401,456	$9.32M	1.5%	+3.1%	0.093%
5/26/2026	Serenity Investment Advisors	109,230	$2.51M	1.0%	+14.8%	0.025%
5/22/2026	Verus Capital Partners LLC	97,767	$2.27M	0.2%	+8.7%	0.023%
5/20/2026	January Capital Advisors LLC	40,941	$951K	1.3%	N/A	0.009%
5/19/2026	Western Wealth Management LLC	19,954	$463K	0.0%	+128.6%	0.005%
5/19/2026	Bank of America Corp DE	1,249,930	$29.02M	0.0%	+5.6%	0.289%
5/19/2026	Chesapeake Wealth Management	134,817	$3.13M	1.0%	-1.8%	0.031%
5/18/2026	EverSource Wealth Advisors LLC	42,337	$983K	0.0%	+7.8%	0.010%
5/18/2026	Royal Bank of Canada	57,075	$1.33M	0.0%	+258.4%	0.013%
5/18/2026	Eley Financial Management Inc	73,882	$1.71M	0.6%	+5.9%	0.017%
5/15/2026	Northeast Financial Group Inc.	290,058	$6.74M	1.7%	+14.7%	0.067%
5/15/2026	Waverly Advisors LLC	230,373	$5.35M	0.0%	-0.8%	0.053%
5/15/2026	Wealth Alliance LLC	15,601	$362K	0.0%	+35.6%	0.004%
5/14/2026	Renaissance Technologies LLC	113,600	$2.64M	0.0%	N/A	0.026%
5/14/2026	Rockbridge Investment Management LCC	9,693,597	$225.09M	20.2%	+8.2%	2.240%
5/14/2026	Compound Planning Inc.	8,732	$203K	0.0%	N/A	0.002%
5/14/2026	Modern Wealth Management LLC	1,219,890	$28.25M	0.5%	+3.4%	0.282%
5/14/2026	Keebeck Wealth Management	12,327	$286K	0.0%	-8.3%	0.003%
5/14/2026	Lido Advisors LLC	33,079	$768K	0.0%	-4.7%	0.008%
5/13/2026	Cetera Investment Advisers	1,767,932	$41.05M	0.0%	+7.0%	0.408%
5/13/2026	Wealthspire Retirement LLC	28,165	$654K	0.0%	-18.3%	0.007%
5/13/2026	Prestige Wealth Management Group LLC	4,403	$102K	0.0%	-57.2%	0.001%
5/13/2026	Quantum Capital Management LLC NJ	11,412	$265K	0.0%	+9.1%	0.003%
5/13/2026	Alesco Advisors LLC An ESL Co	8,914	$207K	0.0%	-27.0%	0.002%
5/8/2026	PNC Financial Services Group Inc.	1,590	$37K	0.0%	N/A	0.000%
5/8/2026	JMG Financial Group Ltd.	99,754	$2.32M	0.1%	-3.6%	0.023%
5/7/2026	Scarborough Advisors LLC	30,958	$719K	0.1%	N/A	0.007%
5/7/2026	Parallel Advisors LLC	22,405	$520K	0.0%	+9.5%	0.005%
5/7/2026	Regimen Wealth LLC	14,664	$340K	0.1%	+13.2%	0.003%
5/7/2026	True North Advisors LLC	18,236	$423K	0.0%	-51.2%	0.004%
5/6/2026	GatePass Capital LLC	9,438	$219K	0.1%	-5.8%	0.002%
5/6/2026	Zhang Financial LLC	129,017	$3.00M	0.1%	+1.2%	0.030%
A letter from Shannon Stansberry (Ad) Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief. It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live. Watch the full story and see the verified track record for yourself
5/6/2026	Assetmark Inc.	2,053	$48K	0.0%	-27.6%	0.000%
5/6/2026	Independent Financial Group LLC	115,360	$2.68M	0.1%	N/A	0.027%
5/6/2026	Smart Money Group LLC	163,829	$3.80M	1.1%	+17.5%	0.038%
5/5/2026	Marks Group Wealth Management Inc	20,124	$467K	0.0%	N/A	0.005%
5/5/2026	Theory Financial LLC	946,329	$21.97M	7.7%	-16.9%	0.219%
5/5/2026	Ethos Financial Group LLC	13,104	$304K	0.0%	+11.0%	0.003%
5/5/2026	SouthState Bank Corp	2,212	$51K	0.0%	+539.3%	0.001%
5/5/2026	Sanctuary Advisors LLC	870,949	$20.22M	0.1%	+3.8%	0.201%
5/5/2026	Nwam LLC	76,309	$1.77M	0.1%	+37.0%	0.018%
5/5/2026	Avantax Planning Partners Inc.	7,710,661	$179.04M	4.9%	+3.5%	1.782%

SCHZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 781 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 761 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 42,734,472 shares in the last 24 months. This purchase volume represents approximately $998.03M in transactions.

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: Total Wealth Planning LLC ($3.92M), BlueSky Wealth Advisors LLC ($2.17M), Ameriprise Financial Inc. ($1.22M), Envestnet Asset Management Inc. ($678.19K), UBS Group AG ($677.18K), Pioneer Wealth Management Group ($581.42K), and Vident Advisory LLC ($388.88K).

Institutional investors have sold a total of 15,976,969 shares in the last 24 months. This volume of shares sold represents approximately $373.40M in transactions.

Related Companies

Institutional ownership data for NYSEARCA:SCHZ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.

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

SCHZ Institutional Buying and Selling by Quarter

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

SCHZ Institutional Ownership - Frequently Asked Questions

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

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

SCHZ Institutional Buying and Selling by Quarter

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

SCHZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCHZ shares?

Which institutional investors have been buying Schwab U.S. Aggregate Bond ETF's stock?

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

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

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

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