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

Schwab U.S. Aggregate Bond ETF logo
$22.83 -0.05 (-0.22%)
Closing price 01/31/2025 04:10 PM Eastern
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As of 01/31/2025 07:19 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)
437
Total
Institutional Inflows
(last 12 months)
$1.15B
Number of
Institutional Sellers
(last 12 months)
223
Total
Institutional Outflows
(last 12 months)
$132.65M
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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
1/31/2025Global Retirement Partners LLC90,309$2.05M0.1%+67.2%0.054%
1/31/2025Bigelow Investment Advisors LLC33,408$758K0.4%+29.4%0.020%
1/31/2025Key Financial Inc1,414$32K0.0%N/A0.001%
1/31/2025Bfsg LLC185,873$4.22M0.5%+106.5%0.112%
1/31/2025Atria Wealth Solutions Inc.358,933$8.15M0.1%+157.5%0.216%
1/31/2025Empower Advisory Group LLC39,228$890K0.0%+99.7%0.024%
1/31/2025Truist Financial Corp20,994$477K0.0%+85.0%0.013%
1/31/2025Cutler Investment Counsel LLC38,880$883K0.1%+180.6%0.023%
1/31/20255T Wealth LLC160,453$3.64M2.0%N/A0.096%
1/31/2025Sanctuary Advisors LLC965,775$22.10M0.1%+9.1%0.580%
1/31/2025Americana Partners LLC11,837$269K0.0%N/A0.007%
1/31/2025Sierra Ocean LLC2,378$54K0.0%N/A0.001%
1/31/2025WBH Advisory Inc.73,315$1.66M0.2%+93.5%0.044%
1/31/2025JFS Wealth Advisors LLC31,310$711K0.0%+63.4%0.019%
1/30/2025 Opes Wealth Management LLC13,292$302K0.1%+59.3%0.008%
1/30/2025 Valmark Advisers Inc.141,083$3.20M0.0%+136.5%0.085%
1/30/2025 Csenge Advisory Group65,195$1.48M0.1%-25.9%0.039%
1/30/2025 NYL Investors LLC151,200$3.43M0.3%+113.0%0.091%
1/30/2025 Allworth Financial LP7,255$165K0.0%+2,210.5%0.004%
1/30/2025 Strategic Financial Concepts LLC75,701$1.72M0.1%N/A0.045%
1/30/2025 Principal Securities Inc.2,166$49K0.0%-65.3%0.001%
1/30/2025 Newman Dignan & Sheerar Inc.16,450$373K0.1%-2.9%0.010%
1/30/2025 Aveo Capital Partners LLC14,812$336K0.0%+155.9%0.009%
1/30/2025 Compass Financial Group INC SD106,501$2.42M0.5%+110.1%0.064%
1/30/2025 WealthPLAN Partners LLC172,673$3.92M0.6%+101.9%0.104%
1/30/2025 Blue Trust Inc.1,280,939$29.08M0.4%+183.9%0.770%
1/30/2025 Values Added Financial LLC61,693$1.40M0.8%N/A0.037%
1/30/2025 Bogart Wealth LLC249,887$5.67M0.3%+106.3%0.150%
1/30/2025 DHJJ Financial Advisors Ltd.1,631$37K0.0%+101.1%0.001%
1/30/2025 MidAtlantic Capital Management Inc.9,962$226K0.2%+69.0%0.006%
1/30/2025 Attessa Capital LLC17,760$403K0.3%N/A0.011%
1/30/2025 Manchester Financial Inc.39,548$898K0.2%+68.9%0.024%
1/29/2025 Kickstand Ventures LLC.525,492$11.93M3.0%+109.3%0.316%
1/29/2025 Sawgrass Asset Management LLC20,602$468K0.1%+78.1%0.012%
1/29/2025 Hidden Cove Wealth Management LLC174,094$3.95M3.2%N/A0.105%
1/29/2025 Evolution Advisers Inc.7,636$173K0.1%+100.0%0.005%
1/29/2025 Retirement Guys Formula LLC19,839$450K0.2%+94.7%0.012%
1/29/2025 Avion Wealth66,329$1.51M0.4%+135.6%0.040%
1/29/2025 Avidian Wealth Enterprises LLC94,283$2.14M0.1%+101.3%0.057%
1/29/2025 Alaska Wealth Advisors62,012$1.41M0.2%+111.6%0.037%
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1/29/2025 Beacon Financial Group37,631$854K0.1%+100.1%0.023%
1/29/2025 SRH Advisors LLC9,106$207K0.1%+100.0%0.005%
1/29/2025 Signet Investment Advisory Group Inc.35,877$814K0.4%+108.9%0.022%
1/29/2025 Leavell Investment Management Inc.385,045$8.74M0.4%+95.3%0.231%
1/29/2025 Gradient Capital Advisors LLC34,291$778K0.3%+85.3%0.021%
1/29/2025 Index Fund Advisors Inc.9,988$227K0.0%+102.6%0.006%
1/29/2025 Latitude Advisors LLC35,895$815K0.5%+114.9%0.022%
1/29/2025 Sovran Advisors LLC28,644$644K0.1%N/A0.017%
1/29/2025 Focus Financial Network Inc.379,368$8.61M0.3%+113.7%0.228%
1/29/2025 Bristlecone Advisors LLC2,354$53K0.0%+100.0%0.001%
1/29/2025 Savant Capital LLC118,411$2.69M0.0%+510.1%0.071%
1/29/2025 Burns Matteson Capital Management LLC9,167$208K0.1%+96.6%0.006%
1/29/2025 Wagner Wealth Management LLC4,543$103K0.0%+161.5%0.003%
1/28/2025 Liberty Capital Management Inc.24,534$557K0.1%+94.4%0.015%
1/28/2025 OMC Financial Services LTD59,700$1.36M0.6%+95.4%0.036%
1/28/2025 Legacy Financial Strategies LLC25,275$574K0.1%+102.7%0.015%
1/28/2025 Kestra Private Wealth Services LLC21,774$494K0.0%+103.1%0.013%
1/28/2025 Financial Life Advisors1,223,571$27.78M10.4%+112.9%0.735%
1/28/2025 Stockman Wealth Management Inc.55,858$1.27M0.2%+113.6%0.034%
1/28/2025 Thompson Investment Management Inc.1,198$27K0.0%+2,001.8%0.001%
1/28/2025 American Capital Advisory LLC15,596$354K0.2%+58.8%0.009%
1/28/2025 Kingsview Wealth Management LLC29,383$667K0.0%+69.1%0.018%
1/28/2025 Apollon Wealth Management LLC148,714$3.38M0.1%+98.4%0.089%
1/28/2025 Capital Management Associates Inc101,897$2.31M0.9%+115.5%0.061%
1/28/2025 Archer Investment Corp1,103$25K0.0%+100.5%0.001%
1/28/2025 Lodestar Private Asset Management LLC83,223$1.89M0.2%+79.3%0.050%
1/28/2025 Keystone Financial Group Inc.13,858$315K0.3%N/A0.008%
1/28/2025 Strategic Financial Concepts LLC75,701$1.72M0.0%N/A0.045%
1/28/2025 1900 Wealth Management LLC11,458$260K0.0%+121.0%0.007%
1/27/2025 Consolidated Portfolio Review Corp13,544$307K0.0%+100.7%0.008%
1/27/2025 Silver Oak Securities Incorporated12,985$295K0.0%N/A0.008%
1/27/2025 Beacon Financial Advisory LLC46,894$1.06M0.3%+135.6%0.028%
1/27/2025 Bleakley Financial Group LLC27,396$622K0.0%N/A0.016%
1/27/2025 Robertson Stephens Wealth Management LLC289,550$6.57M0.2%+69.2%0.174%
1/27/2025 Syntegra Private Wealth Group LLC18,981$431K0.0%+97.8%0.011%
1/27/2025 Choreo LLC14,274$324K0.0%+102.1%0.009%
1/27/2025 Stratos Wealth Advisors LLC60,175$1.37M0.1%+115.9%0.036%
1/27/2025 James J. Burns & Company LLC664,069$15.08M2.6%+141.4%0.399%
1/27/2025 Mather Group LLC.2,754$63K0.0%N/A0.002%
1/27/2025 Stephens Consulting LLC3,072$70K0.0%+96.8%0.002%
1/24/2025 Tempus Wealth Planning LLC293,536$6.66M2.0%+118.4%0.176%
1/24/2025 Mokosak Advisory Group LLC1,001,495$22.73M6.8%+104.9%0.602%
1/24/2025 RBA Wealth Management LLC16,750$380K0.1%+88.1%0.010%
1/24/2025 Columbus Macro LLC583,335$13.24M1.8%+126.5%0.351%
1/24/2025 Clay Northam Wealth Management LLC268,445$6.09M3.9%+76.4%0.161%
1/24/2025 Marshall Financial Group Inc. ADV195,694$4.44M1.4%+92.1%0.118%
1/24/2025 One Wealth Advisors LLC800,443$18.17M2.7%+114.0%0.481%
1/24/2025 Leading Edge Financial Planning LLC31,010$704K0.2%-38.3%0.019%
1/24/2025 Lederer & Associates Investment Counsel CA27,841$632K0.4%+100.2%0.017%
1/24/2025 Catalina Capital Group LLC36,854$837K0.3%+118.8%0.022%
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1/24/2025 Oregon Pacific Wealth Management LLC17,767$403K0.4%N/A0.011%
1/24/2025 Magnolia Capital Advisors LLC103,630$2.35M1.2%+100.0%0.062%
1/24/2025 HHM Wealth Advisors LLC73,715$1.67M0.2%+101.1%0.044%
1/24/2025 Red Tortoise LLC70,631$1.60M0.8%+115.5%0.042%
1/24/2025 Adamsbrown Wealth Consultants LLC62,111$1.41M0.5%+113.1%0.037%
1/24/2025 Horst & Graben Wealth Management LLC1,528,884$34.71M6.2%+116.4%0.919%
1/24/2025 CENTRAL TRUST Co43,522$988K0.0%+149.0%0.026%
1/24/2025 Valley National Advisers Inc.7,330$166K0.0%+100.0%0.004%
1/24/2025 McAdam LLC2,768,143$62.84M3.4%+94.4%1.664%
1/24/2025 Sutton Place Investors LLC88,065$2.00M1.2%+100.8%0.053%
(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, 659 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. ($300.80M), Ameriprise Financial Inc. ($144.05M), Avantax Planning Partners Inc. ($139.63M), Rockbridge Investment Management LCC ($135.37M), Charles Schwab Trust Co ($133.90M), and Goldman Sachs Group Inc. ($116.90M).Learn more on SCHZ's institutional investors.

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

Of the 592 institutional investors that purchased Schwab U.S. Aggregate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Charles Schwab Investment Management Inc. ($8.04M), Charles Schwab Trust Co ($4.93M), Cerity Partners LLC ($4.36M), JPMorgan Chase & Co. ($3.05M), Total Wealth Planning LLC ($2.61M), Rational Advisors LLC ($2.45M), and BlueSky Wealth Advisors LLC ($2.18M).

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

Institutional investors have bought a total of 88,198,538 shares in the last 24 months. This purchase volume represents approximately $2.03B in transactions.

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

Of the 398 institutional investors that sold Schwab U.S. Aggregate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wealth Enhancement Advisory Services LLC ($5.21M), Destination Wealth Management ($1.46M), Resources Investment Advisors LLC. ($1.10M), Sequoia Financial Advisors LLC ($723.70K), Krilogy Financial LLC ($719.11K), American Trust ($522.16K), and Envestnet Asset Management Inc. ($402.20K).

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

Institutional investors have sold a total of 21,453,640 shares in the last 24 months. This volume of shares sold represents approximately $495.53M in transactions.


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This page (NYSEARCA:SCHZ) was last updated on 2/1/2025 by MarketBeat.com Staff
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