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

Schwab U.S. Aggregate Bond ETF logo
$23.03 -0.03 (-0.13%)
Closing price 03/7/2025 04:10 PM Eastern
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$23.01 -0.02 (-0.09%)
As of 03/7/2025 07:44 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)
560
Total
Institutional Inflows
(last 12 months)
$2.12B
Number of
Institutional Sellers
(last 12 months)
205
Total
Institutional Outflows
(last 12 months)
$115.35M
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SCHZ Institutional Buying and Selling by Quarter

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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
3/3/2025 Forthright Family Wealth Advisory LLC441,337$10.02M6.5%+8.9%0.117%
2/25/2025 B. Riley Wealth Advisors Inc.26,889$610K0.0%+93.8%0.007%
2/25/2025 Armis Advisers LLC31,826$722K0.1%N/A0.008%
2/21/2025 Ascent Group LLC358,746$8.14M0.6%+47.0%0.216%
2/21/2025 WNY Asset Management LLC9,009$205K0.0%+94.8%0.005%
2/21/2025 Vermillion Wealth Management Inc.37,011$840K0.4%N/A0.022%
2/21/2025 AlphaCore Capital LLC84,128$1.91M0.4%+323,469.2%0.051%
2/20/2025 Drucker Wealth 3.0 LLC9,080$206K0.0%N/A0.005%
2/20/2025 Revisor Wealth Management LLC313,998$7.13M6.6%+768.8%0.189%
2/18/2025 Western Wealth Management LLC17,399$395K0.1%+11.7%0.010%
2/18/2025 Retirement Planning Group LLC106,709$2.42M0.1%+88.8%0.064%
2/18/2025 Novem Group12,465$283K0.0%N/A0.007%
2/18/2025 Sherwood Financial Partners LLC20,827$473K0.5%N/A0.013%
2/18/2025 Focus Partners Advisor Solutions LLC529,036$12.01M0.2%N/A0.318%
2/18/2025 Note Advisors LLC15,214$345K0.3%N/A0.009%
2/17/2025 Waverly Advisors LLC340,511$7.73M0.1%+73.1%0.205%
2/17/2025 Whelan Financial10,461$237K0.1%+86.8%0.006%
2/17/2025 Vident Advisory LLC452,286$10.27M0.2%N/A0.272%
2/17/2025 Visionary Wealth Advisors27,815$631K0.0%+92.1%0.017%
2/17/2025 Sentinus LLC13,140$298K0.1%+54.9%0.008%
2/17/2025 Redwood Investment Management LLC130,265$2.96M0.3%+117.1%0.078%
2/17/2025 Main Street Group LTD2,576$58K0.0%+87.1%0.002%
2/17/2025 Laraway Financial Advisors Inc25,239$573K0.4%+98.0%0.015%
2/17/2025 Investor s Fiduciary Advisor Network LLC58,647$1.33M0.5%N/A0.035%
2/17/2025 Kaizen Financial Strategies58,294$1.32M0.7%+670.1%0.035%
2/17/2025 Guardian Wealth Advisors LLC NC9,055$206K0.0%+56,493.8%0.005%
2/17/2025 Gen Wealth Partners Inc81,929$1.86M0.8%+5.0%0.049%
2/17/2025 Focus Partners Wealth21,863$496K0.0%+25.8%0.013%
2/17/2025 Evensky & Katz LLC12,020$273K0.0%+102.2%0.007%
2/17/2025 Fairview Capital Investment Management LLC11,000$250K0.0%+66.7%0.007%
2/17/2025 Fullcircle Wealth LLC111,738$2.55M1.1%-5.5%0.067%
2/17/2025 EP Wealth Advisors LLC31,291$710K0.0%+92.8%0.019%
2/17/2025 CoreCap Advisors LLC4,773$108K0.0%+113.9%0.003%
2/17/2025 Cetera Investment Advisers606,297$13.76M0.0%+82.9%0.364%
2/17/2025 Cahill Financial Advisors Inc.53,496$1.21M0.2%+81.9%0.032%
2/17/2025 Captrust Financial Advisors128,733$2.92M0.0%+29.0%0.077%
2/17/2025 Cardiff Park Advisors LLC12,101$275K0.0%+102.6%0.007%
2/17/2025 Chapman Financial Group LLC9,393$213K0.2%N/A0.006%
2/17/2025 Bank of America Corp DE1,908,363$43.32M0.0%+266.0%1.147%
2/17/2025 Ameriprise Financial Inc.8,631,799$195.93M0.1%+108.0%5.187%
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2/17/2025 Aptus Capital Advisors LLC17,361$394K0.0%+13,152.7%0.010%
2/17/2025 Ancora Advisors LLC105,821$2.40M0.1%+97.9%0.064%
2/17/2025 Accredited Wealth Management LLC4,285$97K0.1%N/A0.003%
2/14/2025 Mercer Global Advisors Inc. ADV1,087,512$24.69M0.1%+6.3%0.654%
2/14/2025 FAS Wealth Partners Inc.18,322$416K0.0%+126.0%0.011%
2/14/2025 Jane Street Group LLC179,709$4.08M0.0%+44.5%0.108%
2/14/2025 WealthCollab LLC19,500$443K0.3%+88.9%0.012%
2/14/2025 Comerica Bank15,536$353K0.0%+727.3%0.009%
2/14/2025 Lido Advisors LLC76,346$1.73M0.0%+266.9%0.046%
2/14/2025 Parkshore Wealth Management Inc.11,551$262K0.2%N/A0.007%
2/14/2025 Beacon Pointe Advisors LLC421,946$9.58M0.1%+95.5%0.254%
2/14/2025 Mendel Capital Management LLC63,915$1.45M0.9%+84.4%0.038%
2/14/2025 Mission Creek Capital Partners Inc.43,608$990K0.2%+94.6%0.026%
2/14/2025 Two Sigma Securities LLC24,263$551K0.1%N/A0.015%
2/14/2025 Integrated Wealth Concepts LLC304,841$6.92M0.1%+48.5%0.183%
2/14/2025 Syon Capital LLC188,363$4.28M0.4%+119.6%0.113%
2/14/2025 MGO One Seven LLC13,561$308K0.0%+48.4%0.008%
2/14/2025 IHT Wealth Management LLC26,990$613K0.0%+20.6%0.016%
2/14/2025 Stifel Financial Corp34,385$781K0.0%+129.1%0.021%
2/14/2025 OneDigital Investment Advisors LLC4,245,657$96.38M1.1%+156.6%2.551%
2/14/2025 Tradition Wealth Management LLC219,751$4.99M0.4%+132.2%0.132%
2/14/2025 Transce3nd LLC4,430$101K0.0%N/A0.003%
2/14/2025 MML Investors Services LLC222,594$5.05M0.0%+108.3%0.134%
2/14/2025 Curi RMB Capital LLC225,950$5.13M0.1%+108.4%0.136%
2/14/2025 Concourse Financial Group Securities Inc.2,010$46K0.0%+100.0%0.001%
2/13/2025 MSH Capital Advisors LLC23,166$526K0.2%N/A0.014%
2/13/2025 Zacks Investment Management26,151$594K0.0%+172.0%0.016%
2/13/2025 KilterHowling LLC1,139,786$25.85M14.8%+186.6%0.685%
2/13/2025 NewEdge Advisors LLC12,801$291K0.0%+146.6%0.008%
2/13/2025 Resurgent Financial Advisors LLC32,087$728K0.4%+257.8%0.019%
2/13/2025 Main Street Financial Solutions LLC139,761$3.17M0.3%+125.8%0.084%
2/13/2025 Lifelong Wealth Advisors Inc.147,284$3.34M1.5%N/A0.089%
2/13/2025 Regal Investment Advisors LLC75,603$1.72M0.1%+149.8%0.045%
2/13/2025 United Capital Financial Advisors LLC789,612$17.92M0.2%+108.1%0.475%
2/13/2025 Investment Counsel Co. of Nevada182,095$4.13M10.5%N/A0.109%
2/13/2025 CreativeOne Wealth LLC95,862$2.18M0.1%+101.9%0.058%
2/13/2025 Cahaba Wealth Management Inc.22,070$501K0.0%+102.7%0.013%
2/13/2025 Mariner LLC2,079,620$47.21M0.1%+116.5%1.250%
2/13/2025 SageView Advisory Group LLC40,907$929K0.0%+68.6%0.025%
2/13/2025 Summit Investment Advisors Inc.22,826$518K0.5%+111.7%0.014%
2/13/2025 Granite Investment Partners LLC3,780$86K0.0%+106.0%0.002%
2/13/2025 Townsquare Capital LLC44,465$1.01M0.0%+157.9%0.027%
2/13/2025 NFP Retirement Inc.55,925$1.27M0.1%+3.6%0.034%
2/13/2025 Elios Financial Group Inc.88,827$2.02M1.0%+102.8%0.053%
2/13/2025 Hobbs Wealth Management LLC44,047$1M1.1%N/A0.026%
2/13/2025 Glass Jacobson Investment Advisors llc6,500$148K0.0%+100.0%0.004%
2/13/2025 Eley Financial Management Inc73,525$1.67M0.7%+112.3%0.044%
2/13/2025 Kelman Lazarov Inc.25,123$570K0.1%+98.1%0.015%
2/13/2025 Texas Yale Capital Corp.10,768$244K0.0%+74.1%0.006%
2/13/2025 Faithward Advisors LLC54,302$1.23M0.2%+79.4%0.033%
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2/13/2025 Advisory Services Network LLC46,053$1.05M0.0%+118.7%0.028%
2/13/2025 Cooper Haims Advisors LLC132,549$3.01M1.7%+162.2%0.080%
2/13/2025 Bush Investment Group LLC81,331$1.85M1.4%+112.4%0.049%
2/13/2025 Cerity Partners LLC607,649$13.79M0.0%+240.1%0.365%
2/13/2025 Waterloo Capital L.P.11,197$254K0.0%N/A0.007%
2/13/2025 Quadrant Capital Group LLC10,759$244K0.0%+17.6%0.006%
2/13/2025 Hurley Capital LLC5,896$134K0.1%N/A0.004%
2/13/2025 Envestnet Asset Management Inc.4,412,953$100.17M0.0%+115.5%2.652%
2/13/2025 Wells Fargo & Company MN38,040$864K0.0%+194.4%0.023%
2/13/2025 Oarsman Capital Inc.122,814$2.79M0.5%+101.5%0.074%
(Data available from 1/1/2016 forward)

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SCHZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCHZ shares?

During the previous two years, 724 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. ($266.06M), Ameriprise Financial Inc. ($195.93M), Avantax Planning Partners Inc. ($147.81M), Rockbridge Investment Management LCC ($142.33M), 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 683 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: JPMorgan Chase & Co. ($8.44M), Charles Schwab Investment Management Inc. ($6.91M), Ameriprise Financial Inc. ($5.35M), Charles Schwab Trust Co ($4.93M), Avantax Planning Partners Inc. ($4.89M), Cerity Partners LLC ($4.79M), and Rockbridge Investment Management LCC ($3.69M).

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

Institutional investors have bought a total of 130,129,471 shares in the last 24 months. This purchase volume represents approximately $2.98B in transactions.

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

Of the 383 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 ($4.72M), Destination Wealth Management ($1.46M), Krilogy Financial LLC ($719.11K), Sequoia Financial Advisors LLC ($674.31K), American Trust ($522.16K), Souders Financial Advisors ($354.90K), and AlphaStar Capital Management LLC ($331.42K).

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

Institutional investors have sold a total of 18,832,656 shares in the last 24 months. This volume of shares sold represents approximately $435.68M in transactions.


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This page (NYSEARCA:SCHZ) was last updated on 3/9/2025 by MarketBeat.com Staff
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