Free Trial
→ 2 sentences that change everything you THOUGHT you knew about trading (From Investing Daily) (Ad) Free SCHZ Stock Alerts

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

Schwab U.S. Aggregate Bond ETF logo
$23.02
+0.10 (+0.44%)
(As of 11/4/2024 ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
386
Total
Institutional Inflows
(last 12 months)
$723.87M
Number of
Institutional Sellers
(last 12 months)
268
Total
Institutional Outflows
(last 12 months)
$176.97M
Get SCHZ Insider Trade Alerts

Want to know when executives and insiders are buying or selling Schwab U.S. Aggregate Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SCHZ Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/4/2024Bond & Devick Financial Network Inc.274,050$13.02M5.6%+6.7%0.165%
11/4/2024Alaska Wealth Advisors29,303$1.39M0.2%-4.4%0.018%
11/4/2024Marshall Financial Group Inc. ADV101,863$4.84M1.5%+14.5%0.061%
11/4/20241900 Wealth Management LLC20,232$931K0.1%+152.1%0.012%
11/4/2024Stockman Wealth Management Inc.26,155$1.24M0.2%+5.5%0.016%
11/4/2024Mayflower Financial Advisors LLC179,063$8.51M1.3%+8.4%0.108%
11/2/2024 RKL Wealth Management LLC65,217$3.10M0.3%-4.7%0.039%
11/1/2024 Atria Investments Inc62,313$2.96M0.0%-0.9%0.037%
11/1/2024 Rockbridge Investment Management LCC2,848,603$135.37M17.5%+10.2%1.712%
11/1/2024 Leavell Investment Management Inc.197,125$9.37M0.5%-2.6%0.118%
10/31/2024 Portside Wealth Group LLC7,965$379K0.1%-30.5%0.005%
10/31/2024 D.B. Root & Company LLC8,843$420K0.1%-7.9%0.005%
10/31/2024 Concurrent Investment Advisors LLC6,381$303K0.0%N/A0.004%
10/30/2024 Maia Wealth LLC99,367$4.72M1.1%+86.7%0.060%
10/30/2024 Catalina Capital Group LLC16,847$801K0.3%-6.4%0.010%
10/30/2024 Austin Private Wealth LLC534,280$25.39M2.4%+5.5%0.321%
10/30/2024 James J. Burns & Company LLC275,067$13.07M2.4%-4.9%0.165%
10/30/2024 FIDELIS iM LLC18,680$887K0.4%N/A0.011%
10/29/2024 Opes Wealth Management LLC8,344$396K0.1%+34.8%0.005%
10/29/2024 Latitude Advisors LLC16,702$794K0.4%+19.7%0.010%
10/29/2024 Carmichael Hill & Associates Inc.2,447$116K0.0%+33.6%0.001%
10/29/2024 Clear Creek Financial Management LLC30,556$1.45M0.2%+14.5%0.018%
10/29/2024 Fullcircle Wealth LLC118,247$5.62M2.5%+131.1%0.071%
10/29/2024 Chicago Partners Investment Group LLC28,463$1.35M0.0%+99.8%0.017%
10/29/2024 Farther Finance Advisors LLC23,056$1.10M0.0%+9.7%0.014%
10/28/2024 TPG Advisors LLC137,792$6.55M5.1%+3.4%0.083%
10/28/2024 Creative Financial Designs Inc. ADV115,863$5.51M0.5%+8.6%0.070%
10/28/2024 Focus Financial Network Inc.177,526$8.44M0.3%+3.2%0.107%
10/28/2024 Reston Wealth Management LLC134,529$6.39M2.3%+4.5%0.081%
10/28/2024 US Bancorp DE18,875$897K0.0%+26.2%0.011%
10/28/2024 Oldfather Financial Services LLC35,438$1.68M0.6%+2.1%0.021%
10/25/2024 TNF LLC226,457$10.76M3.8%+66.0%0.136%
10/25/2024 JFS Wealth Advisors LLC19,161$911K0.1%-6.1%0.012%
10/25/2024 Diversify Wealth Management LLC108,945$5.18M0.5%+352.6%0.065%
10/25/2024 GSB Wealth Management LLC19,724$937K0.2%-2.2%0.012%
10/25/2024 Mutual Advisors LLC643,301$30.57M0.9%+124.4%0.387%
10/25/2024 Lodestar Private Asset Management LLC46,425$2.21M0.3%-12.2%0.028%
10/25/2024 Valmark Advisers Inc.59,650$2.84M0.0%+26.3%0.036%
10/25/2024 Strategic Blueprint LLC39,896$1.90M0.1%-12.7%0.024%
10/25/2024 Legacy Wealth Management Inc10,764$512K0.0%-14.9%0.006%
Blackrock’s Sending THIS Crypto Higher on Purpose (Ad)

Discover the coin set to explode before 2025! Trump could trigger THIS crypto coin…

YES, I WANT THE #1 CRYPTO NOW
10/25/2024 Geometric Wealth Advisors9,361$445K0.1%+20.7%0.006%
10/25/2024 Worth Financial Advisory Group LLC17,839$848K0.5%+10.3%0.011%
10/24/2024 Patriot Financial Group Insurance Agency LLC59,712$2.84M0.4%+4.6%0.036%
10/24/2024 TruNorth Capital Management LLC674,065$32.03M9.5%+8.2%0.405%
10/24/2024 OMNI 360 Wealth Inc.15,282$726K0.5%-8.6%0.009%
10/24/2024 Manchester Financial Inc.23,417$1.11M0.2%-13.0%0.014%
10/24/2024 Bristlecone Advisors LLC1,177$56K0.0%N/A0.001%
10/24/2024 Consolidated Portfolio Review Corp6,749$321K0.1%-16.2%0.004%
10/24/2024 Wealth Enhancement Advisory Services LLC1,732,248$82.32M0.2%-2.2%1.041%
10/23/2024 Mirae Asset Global Investments Co. Ltd.8,890$423K0.0%+5.7%0.005%
10/23/2024 CWC Advisors LLC.15,841$753K0.7%N/A0.010%
10/23/2024 Signet Investment Advisory Group Inc.17,176$816K0.4%-4.5%0.010%
10/23/2024 Capital Management Associates Inc47,279$2.25M0.9%N/A0.028%
10/23/2024 Lake Street Advisors Group LLC4,387$208K0.0%N/A0.003%
10/23/2024 Merkkuri Wealth Advisors LLC12,159$578K0.5%+48.5%0.007%
10/23/2024 Leading Edge Financial Planning LLC50,233$2.39M0.8%-2.3%0.030%
10/23/2024 FFG Retirement Advisors LLC285,755$13.58M8.8%+13.9%0.172%
10/23/2024 Bogart Wealth LLC121,105$5.76M0.3%+1.5%0.073%
10/23/2024 Grey Fox Wealth Advisors LLC67,040$3.19M0.9%-1.7%0.040%
10/23/2024 JMG Financial Group Ltd.65,239$3.10M0.1%-64.3%0.039%
10/22/2024 McAdam LLC1,423,928$67.67M3.8%-16.6%0.856%
10/22/2024 RCS Financial Planning LLC8,751$416K0.2%-4.9%0.005%
10/22/2024 Private Advisor Group LLC32,164$1.53M0.0%+37.7%0.019%
10/22/2024 Blossom Wealth Management29,655$1.41M2.8%+3.7%0.018%
10/22/2024 Tempus Wealth Planning LLC134,390$6.39M2.3%+5.5%0.081%
10/22/2024 RBA Wealth Management LLC8,905$423K0.2%+7.0%0.005%
10/22/2024 Leo Wealth LLC4,743$225K0.0%N/A0.003%
10/22/2024 WT Wealth Management9,643$458K0.1%N/A0.006%
10/22/2024 Christensen King & Associates Investment Services Inc.250,578$11.91M5.6%-0.5%0.151%
10/22/2024 Maripau Wealth Management LLC36,043$1.71M1.5%-6.7%0.022%
10/22/2024 My Legacy Advisors LLC70,491$3.35M1.3%-41.7%0.042%
10/22/2024 Sequoia Financial Advisors LLC17,280$821K0.0%-5.2%0.010%
10/21/2024 Maple Capital Management Inc.5,152$245K0.0%-38.2%0.003%
10/21/2024 Financial Life Advisors574,848$27.32M10.3%+7.8%0.345%
10/21/2024 Foundations Investment Advisors LLC45,381$2.16M0.0%+66.5%0.027%
10/21/2024 Horst & Graben Wealth Management LLC706,414$33.57M6.0%+0.8%0.425%
10/21/2024 Western Financial Corp CA22,318$1.06M0.6%+2.1%0.013%
10/21/2024 Northwest Investment Counselors LLC188,643$8.96M2.0%+9.0%0.113%
10/21/2024 Sightline Wealth Advisors LLC58,568$2.78M1.5%-26.9%0.035%
10/19/2024Godsey & Gibb Inc.761$36K0.0%N/A0.000%
10/19/2024Columbus Macro LLC257,525$12.24M4.4%+17.0%0.155%
10/18/2024Revolve Wealth Partners LLC342,877$16.29M2.5%+9.4%0.206%
10/18/2024Legacy Financial Strategies LLC12,472$593K0.1%N/A0.007%
10/18/2024Bartlett & CO. Wealth Management LLC21,817$1.04M0.0%-13.7%0.013%
10/18/2024Friedenthal Financial111,359$5.29M3.1%-4.0%0.067%
10/18/2024Blue Trust Inc.451,188$20.57M0.3%+109.7%0.271%
10/18/2024Sage Financial Management Group Inc.38,046$1.81M0.7%N/A0.023%
10/18/2024Kohmann Bosshard Financial Services LLC1,157,306$55.00M6.8%+3.7%0.695%
10/18/2024Stratos Wealth Advisors LLC27,869$1.32M0.1%-61.6%0.017%
10/17/2024Inspire Advisors LLC4,413$210K0.0%N/A0.003%
Blackrock’s Sending THIS Crypto Higher on Purpose (Ad)

Discover the coin set to explode before 2025! Trump could trigger THIS crypto coin…

YES, I WANT THE #1 CRYPTO NOW
10/17/2024Sonoma Private Wealth LLC12,330$586K0.9%+10.5%0.007%
10/16/2024 Greenup Street Wealth Management LLC68,448$3.25M0.7%+19.3%0.041%
10/16/2024 Global Retirement Partners LLC54,007$2.57M0.1%-4.8%0.032%
10/16/2024 Summit Financial Strategies Inc.97,165$4.62M0.5%-3.4%0.058%
10/16/2024 One Wealth Advisors LLC373,999$17.77M2.7%N/A0.225%
10/16/2024 Hengehold Capital Management LLC999,215$47.48M4.5%+1.9%0.600%
10/16/2024 Mokosak Advisory Group LLC488,832$23.23M7.0%+2.4%0.294%
10/16/2024 FLC Capital Advisors518,968$24.66M5.7%+3.2%0.312%
10/16/2024 Bfsg LLC90,015$4.28M0.5%+4.4%0.054%
10/16/2024 Heritage Family Offices LLP15,372$730K0.4%+23.9%0.009%
(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, 637 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), Cerity Partners LLC ($200.40M), Ameriprise Financial Inc. ($144.05M), Avantax Planning Partners Inc. ($139.63M), Charles Schwab Trust Co ($137.84M), Rockbridge Investment Management LCC ($135.37M), 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 544 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), Cerity Partners LLC ($4.25M), Rational Advisors LLC ($2.45M), Charles Schwab Trust Co ($2.43M), JPMorgan Chase & Co. ($2.36M), Destination Wealth Management ($1.97M), and Avantax Planning Partners Inc. ($1.55M).

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

Institutional investors have bought a total of 60,675,008 shares in the last 24 months. This purchase volume represents approximately $1.40B in transactions.

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

Of the 414 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 ($5.20M), Destination Wealth Management ($1.43M), Resources Investment Advisors LLC. ($1.43M), Envestnet Asset Management Inc. ($833.74K), Sequoia Financial Advisors LLC ($772.19K), Krilogy Financial LLC ($719.11K), and Jane Street Group LLC ($641.58K).

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

Institutional investors have sold a total of 25,921,917 shares in the last 24 months. This volume of shares sold represents approximately $596.76M in transactions.


Related Companies

This page (NYSEARCA:SCHZ) was last updated on 11/5/2024 by MarketBeat.com Staff
From Our Partners
Bill Gates’s Next Big AI Bet: Stargate
In February 2016… when almost nobody was talking about artificial intelligence…. I picked Nvidia as one of ...
Brownstone Research | Sponsored
626 winning trades out of 647…
Imagine turning nearly every Friday into a payday. That's exactly what one reclusive multi-millionaire trad...
Investing Daily | Sponsored
625,000% Gain
Imagine swapping your daily coffee expense for a future free of financial worries. It might seem far-fetche...
Crypto Swap Profits | Sponsored
Crypto Crash Ahead? (27 Experts Weigh In)
Your Portfolio Could Be at RISK Emergency summit reveals crypto could save you!
Crypto 101 Media | Sponsored
Grab this ETF paying a huge 22% dividend
Imagine a world where you don't have to stress about inflation eroding your savings... Where your paycheck ...
Investors Alley | Sponsored
He made 1,303,329 in 12 months after Biden won…
Tim Sykes - the world’s most apolitical Millionaire trader - just sat down for an urgent election interview… ...
Timothy Sykes | Sponsored
The pin that pops the AI bubble
My new documentary explores the background to this pattern and how and why I believe it will almost certainly ...
Porter & Company | Sponsored
Ex WH Advisor Who Predicted Biden Leaving Race Makes Startling New Prediction
Former advisor to the CIA, the Pentagon and the White House Jim Rickards went on multiple TV news programs… ...
Paradigm Press | Sponsored