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

Schwab U.S. Aggregate Bond ETF logo
$22.15 +0.02 (+0.09%)
Closing price 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)
447
Total
Institutional Inflows
(last 12 months)
$1.10B
Number of
Institutional Sellers
(last 12 months)
265
Total
Institutional Outflows
(last 12 months)
$425.20M
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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
10/13/2026Twele Capital Management Inc.60,806$1.34M0.2%N/A0.013%
10/13/2026Clay Northam Wealth Management LLC218,060$4.82M2.2%-2.0%0.046%
10/13/2026Forvis Mazars Wealth Advisors LLC13,038$288K0.0%N/A0.003%
10/13/2026Compass Financial Group INC SD567,608$12.54M1.4%N/A0.119%
10/13/2026Sax Wealth Advisors LLC84,536$1.87M0.1%N/A0.018%
10/13/2026Grove Street Fiduciary LLC451,322$9.97M4.6%N/A0.095%
10/13/2026Avior Wealth Management LLC362,368$8.01M0.2%-86.4%0.076%
10/13/2026Midwest Financial Network LLC24,480$541K0.4%+15.8%0.005%
10/10/2026Armstrong Advisory Group Inc.7,670$170K0.0%N/A0.002%
10/10/2026Friday Financial44,634$985K0.2%N/A0.009%
10/9/2026Balefire LLC120,553$2.66M0.4%N/A0.025%
10/9/2026Bullock Wealth Management Group4,368$96K0.0%N/A0.001%
10/9/2026Aventus Investment Advisors Inc.36,434$805K0.6%-3.4%0.008%
10/9/2026Graves Light Lenhart Wealth Inc.49,331$1.09M0.1%N/A0.010%
10/9/2026Hardin Capital Partners LLC20,045$443K0.2%N/A0.004%
10/9/2026Financial Designs Corp116,711$2.58M1.3%+4.6%0.025%
10/9/2026MKD Wealth Coaches LLC15,928$352K0.3%N/A0.003%
10/9/2026ACT Wealth Management LLC78,787$1.74M0.5%+8.2%0.017%
10/9/2026Emergent Wealth Advisors LLC46,977$1.04M0.5%N/A0.010%
10/9/2026Dorato Capital Management88,053$1.94M1.3%-1.2%0.019%
10/8/2026ZynergyRetirementPlanningLLC1,748,706$38.65M20.7%N/A0.368%
10/8/2026Davis Capital Management8,957$198K0.1%N/A0.002%
10/8/2026Farther Finance Advisors LLC601,449$13.29M0.1%N/A0.127%
10/8/2026CoreCap Advisors LLC4,969$110K0.0%N/A0.001%
10/8/2026Aletheian Wealth Advisors LLC36,200$800K0.3%N/A0.008%
10/8/2026Apeiron RIA LLC52,791$1.17M0.3%N/A0.011%
10/8/2026Avidian Wealth Enterprises LLC10,277$227K0.0%N/A0.002%
10/8/2026Plan A Wealth LLC43,101$953K0.3%+1.7%0.009%
10/8/2026Tactive Advisors LLC178,336$3.94M1.0%N/A0.038%
10/7/2026Cooper Financial Group20,469$452K0.0%N/A0.004%
10/7/2026Cassilly Financial Group LLC193,953$4.29M2.9%+5.5%0.041%
10/7/2026Investors Research Corp7,094$157K0.0%N/A0.001%
10/7/2026Wealth Enhancement Trust Services Inc.5,959$132K0.0%+93.7%0.001%
10/7/2026SigFig Wealth Management LLC507,775$11.22M0.3%N/A0.107%
10/7/2026Asempa Wealth Advisors37,991$838K0.6%+18.8%0.008%
10/7/2026Great Waters Wealth Management42,695$944K0.1%N/A0.009%
10/6/2026Stewardship Concepts Financial Services LLC21,371$472K0.3%-43.5%0.005%
10/6/2026Juncture Wealth Strategies LLC37,871$837K0.2%-66.5%0.008%
10/6/2026Bangor Savings Bank83,589$1.85M0.1%N/A0.018%
10/5/2026Tompkins Financial Corp2,863$63K0.0%N/A0.001%
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10/5/2026Eastern Bank7,036$155K0.0%N/A0.001%
10/2/2026 Marotta Asset Management248,428$5.49M0.9%N/A0.052%
10/2/2026 CX Institutional8,628$191K0.0%N/A0.002%
10/2/2026 Private Client Services LLC9,138$202K0.1%N/A0.002%
10/2/2026 Versant Capital Management Inc2,234$49K0.0%N/A0.000%
9/23/2026Envestnet Portfolio Solutions Inc.159,044$3.68M0.0%+31.3%0.034%
9/23/2026Envestnet Asset Management Inc.3,483,103$80.56M0.0%+5.7%0.736%
9/15/2026Cherry Tree Wealth Management LLC65,254$1.51M0.3%-3.7%0.014%
9/9/2026Sequoia Financial Advisors LLC12,176$282K0.0%-28.9%0.003%
9/9/2026Cahill Financial Advisors Inc.168,200$3.89M0.4%+7.0%0.036%
9/9/2026Summit Financial Strategies Inc.279,261$6.46M0.5%-15.0%0.061%
9/9/2026NorthRock Partners LLC1,618,956$37.45M0.5%+33.9%0.351%
9/9/2026Integrated Wealth Concepts LLC395,992$9.16M0.1%+24.1%0.086%
9/9/2026IFP Advisors Inc429,530$9.94M0.2%+20.7%0.093%
9/9/2026XY Planning Network Inc.212,609$4.92M0.6%+3.3%0.046%
9/8/2026Waverly Advisors LLC222,234$5.14M0.0%-3.5%0.048%
9/2/2026MLG Wealth Management DBA Pine Grove Financial Group822,511$19.09M1.9%+5.0%0.178%
9/2/2026Citadel Advisors LLC383,817$8.88M0.0%+257.7%0.083%
8/26/2026HORAN Wealth LLC11,523$267K0.0%+4.0%0.002%
8/26/2026Principia Wealth Advisory LLC4,174$97K0.0%-36.8%0.001%
8/25/2026January Capital Advisors LLC341,513$7.90M6.7%+734.2%0.074%
8/24/2026Serenity Investment Advisors111,150$2.53M1.1%+1.8%0.024%
8/23/2026Ameritas Advisory Services LLC60,233$1.39M0.0%N/A0.013%
8/23/2026HB Wealth Management LLC50,111$1.16M0.0%-5.9%0.011%
8/23/2026Clay Northam Wealth Management LLC222,565$5.15M2.5%-5.6%0.048%
8/23/2026Asset Allocation Strategies LLC933,117$21.58M3.2%+1.2%0.202%
8/22/2026Cassilly Financial Group LLC183,780$4.25M3.1%+1.2%0.040%
8/22/2026Hopwood Nicholas Hunter103,755$2.40M0.7%N/A0.022%
8/22/2026Aventus Investment Advisors Inc.37,712$872K0.6%-42.9%0.008%
8/22/2026Elevation Wealth Management LLC9,832$227K0.2%-38.2%0.002%
8/22/2026Plan A Wealth LLC42,391$981K0.4%+5.5%0.009%
8/20/2026Cooper Haims Advisors LLC193,504$4.70M1.9%+33.9%0.042%
8/20/2026Nwam LLC244,268$5.65M0.3%+220.1%0.053%
8/20/2026Oarsman Capital Inc.3,355,112$77.60M5.8%+2,413.9%0.727%
8/12/2026Compass Financial Management LLC134,277$3.11M0.4%N/A0.029%
7/10/2026Stonekeep Investments LLC224,356$5.19M3.0%+0.4%0.049%
7/10/2026Charles Schwab Trust Co6,601,917$152.70M8.5%+2.9%1.441%
7/10/2026Financial Designs Corp111,587$2.58M1.4%-2.9%0.024%
7/10/2026Fulcrum Equity Management20,455$473K0.3%+12.1%0.004%
7/10/2026FFG Retirement Advisors LLC346,738$8.02M4.2%-12.4%0.076%
7/9/2026Revolve Wealth Partners LLC756,987$17.51M1.8%+2.4%0.165%
7/9/2026Friday Financial11,513$264K0.1%N/A0.003%
7/9/2026Professional Financial Advisors LLC11,307$262K0.0%+17.9%0.002%
7/9/2026Focus Financial Network Inc.231,175$5.35M0.2%+4.6%0.050%
7/9/2026Legacy Wealth Management LLC46,343$1.07M0.1%+13.7%0.010%
7/9/2026Great Waters Wealth Management44,782$1.04M0.1%-1.2%0.010%
7/9/2026Tactive Advisors LLC124,104$2.87M0.7%+0.9%0.027%
7/9/2026Sax Wealth Advisors LLC32,584$757K0.0%+76.3%0.007%
7/9/2026Adamsbrown Wealth Consultants LLC90,885$2.10M0.4%+6.1%0.020%
7/9/2026Affinity Capital Advisors LLC369,750$8.53M1.0%-7.7%0.081%
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7/8/2026Chesley Taft & Associates LLC11,610$269K0.0%-22.8%0.003%
7/8/2026OFS Enterprise LLC110,173$2.55M0.7%+4.6%0.024%
7/8/2026Twin Cities Retirement Group LLC127,460$2.95M2.5%+0.5%0.028%
7/8/2026ACT Wealth Management LLC72,803$1.68M0.5%+2.5%0.016%
7/8/2026Midwest Financial Network LLC21,131$489K0.3%N/A0.005%
7/7/2026Pioneer Wealth Management Group2,249,290$52.03M12.6%+12.5%0.491%
7/7/2026Fermata Advisors LLC18,246$422K0.1%-5.6%0.004%
7/7/2026Trinity Wealth Management LLC10,099$234K0.1%+14.7%0.002%
7/7/2026Balefire LLC72,265$1.67M0.3%N/A0.016%
7/7/2026GK Wealth Management LLC51,837$1.20M0.6%N/A0.011%


SCHZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 783 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 765 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), Ameriprise Financial Inc. ($4.58M), Avantax Planning Partners Inc. ($4.38M), Jane Street Group LLC ($4.24M), Charles Schwab Trust Co ($3.99M), and CWM LLC ($3.86M).

Institutional investors have bought a total of 47,292,317 shares in the last 24 months. This purchase volume represents approximately $1.10B 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), Avior Wealth Management LLC ($2.30M), BlueSky Wealth Advisors LLC ($2.17M), Ameriprise Financial Inc. ($1.22M), Envestnet Asset Management Inc. ($678.19K), UBS Group AG ($677.18K), and Pioneer Wealth Management Group ($581.42K).

Institutional investors have sold a total of 18,324,465 shares in the last 24 months. This volume of shares sold represents approximately $425.20M 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 10/13/2026. New 13F filings are added each quarter as they're published.
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