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

Schwab U.S. Aggregate Bond ETF logo
$23.00 0.00 (0.00%)
As of 05/22/2026 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)
481
Total
Institutional Inflows
(last 12 months)
$1.06B
Number of
Institutional Sellers
(last 12 months)
341
Total
Institutional Outflows
(last 12 months)
$585.50M
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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
5/22/2026Verus Capital Partners LLC97,767$2.27M0.2%+8.7%0.023%
5/20/2026 January Capital Advisors LLC40,941$951K1.3%N/A0.009%
5/19/2026 Western Wealth Management LLC19,954$463K0.0%+128.6%0.005%
5/19/2026 Bank of America Corp DE1,249,930$29.02M0.0%+5.6%0.289%
5/19/2026 Chesapeake Wealth Management134,817$3.13M1.0%-1.8%0.031%
5/18/2026 EverSource Wealth Advisors LLC42,337$983K0.0%+7.8%0.010%
5/18/2026 Royal Bank of Canada57,075$1.33M0.0%+258.4%0.013%
5/18/2026 Eley Financial Management Inc73,882$1.71M0.6%+5.9%0.017%
5/15/2026 Northeast Financial Group Inc.290,058$6.74M1.7%+14.7%0.067%
5/15/2026 Waverly Advisors LLC230,373$5.35M0.0%-0.8%0.053%
5/15/2026 Wealth Alliance LLC15,601$362K0.0%+35.6%0.004%
5/14/2026 Renaissance Technologies LLC113,600$2.64M0.0%N/A0.026%
5/14/2026 Rockbridge Investment Management LCC9,693,597$225.09M20.2%+8.2%2.240%
5/14/2026 Compound Planning Inc.8,732$203K0.0%N/A0.002%
5/14/2026 Modern Wealth Management LLC1,219,890$28.25M0.5%+3.4%0.282%
5/14/2026 Keebeck Wealth Management12,327$286K0.0%-8.3%0.003%
5/14/2026 Lido Advisors LLC33,079$768K0.0%-4.7%0.008%
5/13/2026 Cetera Investment Advisers1,767,932$41.05M0.0%+7.0%0.408%
5/13/2026 Wealthspire Retirement LLC28,165$654K0.0%-18.3%0.007%
5/13/2026 Prestige Wealth Management Group LLC4,403$102K0.0%-57.2%0.001%
5/13/2026 Quantum Capital Management LLC NJ11,412$265K0.0%+9.1%0.003%
5/13/2026 Alesco Advisors LLC An ESL Co8,914$207K0.0%-27.0%0.002%
5/8/2026 PNC Financial Services Group Inc.1,590$37K0.0%N/A0.000%
5/8/2026 JMG Financial Group Ltd.99,754$2.32M0.1%-3.6%0.023%
5/7/2026 Scarborough Advisors LLC30,958$719K0.1%N/A0.007%
5/7/2026 Parallel Advisors LLC22,405$520K0.0%+9.5%0.005%
5/7/2026 Regimen Wealth LLC14,664$340K0.1%+13.2%0.003%
5/7/2026 True North Advisors LLC18,236$423K0.0%-51.2%0.004%
5/6/2026 GatePass Capital LLC9,438$219K0.1%-5.8%0.002%
5/6/2026 Zhang Financial LLC129,017$3.00M0.1%+1.2%0.030%
5/6/2026 Assetmark Inc.2,053$48K0.0%-27.6%0.000%
5/6/2026 Independent Financial Group LLC115,360$2.68M0.1%N/A0.027%
5/6/2026 Smart Money Group LLC163,829$3.80M1.1%+17.5%0.038%
5/5/2026 Marks Group Wealth Management Inc20,124$467K0.0%N/A0.005%
5/5/2026 Theory Financial LLC946,329$21.97M7.7%-16.9%0.219%
5/5/2026 Ethos Financial Group LLC13,104$304K0.0%+11.0%0.003%
5/5/2026 SouthState Bank Corp2,212$51K0.0%+539.3%0.001%
5/5/2026 Sanctuary Advisors LLC870,949$20.22M0.1%+3.8%0.201%
5/5/2026 Nwam LLC76,309$1.77M0.1%+37.0%0.018%
5/5/2026 Avantax Planning Partners Inc.7,710,661$179.04M4.9%+3.5%1.782%
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5/4/2026 Milestones 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%
5/4/2026 Chicago Partners Investment Group LLC63,172$1.47M0.0%+2.8%0.015%
5/2/2026 Diversify Wealth Management LLC94,736$2.19M0.0%+5.3%0.022%
5/2/2026 Towercrest Capital Management1,014,783$23.56M3.7%-0.4%0.234%
5/2/2026 Valmark Advisers Inc.110,196$2.56M0.0%-9.5%0.025%
5/2/2026 Carnegie Investment Counsel102,903$2.39M0.0%+7.6%0.024%
5/1/2026 Fifth Third Bancorp4,310$100K0.0%-21.2%0.001%
5/1/2026 Sovran Advisors LLC23,782$551K0.0%-2.4%0.005%
5/1/2026 Summit Financial Strategies Inc.328,668$7.63M0.6%-20.7%0.076%
5/1/2026 Sachetta LLC1,818$42K0.0%+447.6%0.000%
5/1/2026 WealthShield Partners LLC304,718$7.08M0.8%+6.9%0.070%
5/1/2026 TSA Wealth Managment LLC957,984$22.24M7.2%+2.0%0.221%
5/1/2026 Simplicity 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%
4/30/2026 Kestra 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%
4/30/2026 W Advisors LLC51,219$1.19M0.6%-2.5%0.012%
4/29/2026 Financial Life Advisors1,500,574$34.84M10.9%+1.5%0.347%
4/29/2026 WealthPLAN Partners LLC191,883$4.46M0.9%+2.6%0.044%
4/29/2026 Alliance Wealth Management Group1,014,783$23.56M5.1%-0.4%0.235%
4/29/2026 Horst & Graben Wealth Management LLC1,421,006$33.07M4.7%+2.3%0.329%
4/29/2026 K2 Financial Inc.90,439$2.11M1.4%+15.4%0.021%
4/29/2026 Downshift Financial LLC22,873$531K0.3%-56.5%0.005%
4/29/2026 Clay Northam Wealth Management LLC235,682$5.47M3.1%-2.7%0.055%
4/29/2026 Fischer Financial Services Inc.203,977$4.74M1.6%+1.9%0.047%
4/29/2026 Kiley Juergens Wealth Management LLC75,309$1.75M0.3%+15.9%0.017%
4/28/2026 Bogart Wealth LLC258,607$6.01M0.2%+3.4%0.060%
4/28/2026 Ascentis Independent Advisors40,639$944K0.1%+179.3%0.009%
4/28/2026 Mokosak Advisory Group LLC1,235,661$28.69M7.2%+7.3%0.286%
4/28/2026 Peak Financial Management Inc.393,380$9.13M2.3%+11.3%0.091%
4/28/2026 NBT Bank N A NY76,663$1.78M0.1%+0.7%0.018%
4/28/2026 Revisor Wealth Management LLC797,226$18.51M5.1%+7.7%0.185%
4/28/2026 Koshinski Asset Management Inc.39,844$925K0.1%-2.8%0.009%
4/28/2026 Latitude Advisors LLC53,778$1.25M0.6%+10.2%0.012%
4/28/2026 Beacon Financial Advisory LLC66,647$1.55M0.3%+10.9%0.015%
4/28/2026 Meramec Financial Planners LLC7,547$176K0.1%-16.8%0.002%
4/27/2026 Apeiron RIA LLC110,286$2.56M0.6%+2.3%0.026%
4/27/2026 Appalachian Capital Management Ltd25,394$590K0.5%-4.5%0.006%
4/27/2026 HB Wealth Management LLC53,225$1.24M0.0%-7.5%0.012%
4/27/2026 Altus Wealth Group LLC9,705$225K0.1%N/A0.002%
4/27/2026 PFG Investments LLC11,242$261K0.0%+6.0%0.003%
4/27/2026 World Investment Advisors10,537$245K0.0%-13.3%0.002%
4/27/2026 Lodestar Private Asset Management LLC71,991$1.67M0.2%+2.6%0.017%
4/27/2026 Marotta Asset Management269,547$6.24M1.1%-1.9%0.062%
4/27/2026 Private Advisor Group LLC62,248$1.45M0.0%+11.9%0.014%
4/27/2026 Elevation Point Wealth Partners LLC1,064,646$24.72M0.6%+22.9%0.247%
4/25/2026 Livet Wealth LLC82,115$1.91M1.2%-16.3%0.019%
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4/24/2026 Midwest Capital Advisors LLC20,982$487K0.2%-73.9%0.005%
4/24/2026 Alaska Wealth Advisors LLC101,794$2.36M0.3%+21.2%0.024%
4/24/2026 Bestgate Wealth Advisors LLC191,285$4.44M8.0%-1.5%0.044%
4/23/2026 Kohmann Bosshard Financial Services LLC3,183,701$73.99M6.3%+8.2%0.738%
4/23/2026 Daviman Financial LLC397,508$9.23M5.5%+1.9%0.092%
4/23/2026 Caliber Wealth Management LLC KS10,768$250K0.0%+8.3%0.002%
4/23/2026 Mayflower Financial Advisors LLC465,472$10.81M1.1%+5.4%0.108%
4/23/2026 Forum Financial Management LP11,104$258K0.0%+20.2%0.003%
4/23/2026 Fairway Wealth LLC13,334$310K0.1%N/A0.003%
4/23/2026 Investment Planning Advisors Inc.18,070$420K0.1%-14.5%0.004%


SCHZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 785 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 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 ($5.16M), 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 45,367,915 shares in the last 24 months. This purchase volume represents approximately $1.06B in transactions.

Of the 341 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 25,102,427 shares in the last 24 months. This volume of shares sold represents approximately $585.50M in transactions.


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This page (NYSEARCA:SCHZ) was last updated on 5/25/2026 by MarketBeat.com Staff.
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