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

Schwab U.S. Aggregate Bond ETF logo
$22.92 +0.07 (+0.31%)
Closing price 04/15/2025 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)
564
Total
Institutional Inflows
(last 12 months)
$2.21B
Number of
Institutional Sellers
(last 12 months)
215
Total
Institutional Outflows
(last 12 months)
$127.80M
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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
4/15/2025Total Wealth Planning LLC3,747,793$86.80M13.3%+5.0%1.012%
4/15/2025Sterling Investment Management LLC66,088$1.53M1.1%+4.6%0.018%
4/15/2025Zhang Financial LLC96,868$2.24M0.1%+157.6%0.026%
4/15/2025Transform Wealth LLC87,209$2.02M0.1%-5.6%0.024%
4/15/2025Focus Financial Network Inc.393,657$9.12M0.4%+3.8%0.106%
4/15/2025My Legacy Advisors LLC148,491$3.44M1.3%+1.1%0.040%
4/15/2025Curbstone Financial Management Corp128,100$2.97M0.6%+3.2%0.035%
4/15/2025Corrigan Financial Inc.39,202$908K0.2%-41.4%0.011%
4/15/2025Simplicity Wealth LLC9,141$212K0.0%N/A0.002%
4/14/2025 Farther Finance Advisors LLC44,067$1.02M0.0%-4.7%0.012%
4/14/2025 Daymark Wealth Partners LLC265,106$6.14M0.2%+10.4%0.072%
4/14/2025 Great Waters Wealth Management42,396$982K0.1%-4.6%0.011%
4/14/2025 Range Financial Group LLC81,755$1.89M0.8%+10.1%0.022%
4/14/2025 Financial Designs Corp112,572$2.61M1.8%+1.7%0.030%
4/14/2025 AHL Investment Management Inc.31,243$724K0.5%+19.1%0.008%
4/14/2025 Cedar Mountain Advisors LLC612,616$14.19M3.2%+8.5%0.165%
4/14/2025 BCS Wealth Management39,585$917K0.2%-2.0%0.011%
4/14/2025 Dentgroup LLC26,587$616K0.5%+10.3%0.007%
4/14/2025 RDA Financial Network89,399$2.07M0.6%-8.2%0.024%
4/14/2025 Patriot Financial Group Insurance Agency LLC138,776$3.21M0.4%+9.7%0.037%
4/14/2025 Revolve Wealth Partners LLC742,926$17.21M2.5%+1.0%0.201%
4/14/2025 FFG Retirement Advisors LLC592,946$13.73M9.3%+1.1%0.160%
4/14/2025 LexAurum Advisors LLC78,638$1.82M0.3%+31.8%0.021%
4/14/2025 ONE Advisory Partners LLC19,399$449K0.2%+43.4%0.005%
4/11/2025 Ridgeline Wealth LLC30,422$705K0.6%-14.6%0.008%
4/11/2025 First National Corp MA ADV13,229$306K0.1%N/A0.004%
4/11/2025 SeaCrest Wealth Management LLC77,386$1.79M0.2%+4.5%0.021%
4/11/2025 Magnus Financial Group LLC9,241$214K0.0%N/A0.002%
4/11/2025 Adamsbrown Wealth Consultants LLC60,843$1.41M0.4%-2.0%0.016%
4/11/2025 Signal Advisors Wealth LLC46,797$1.08M0.1%-13.1%0.013%
4/11/2025 ACT Wealth Management LLC87,746$2.03M0.9%+5.2%0.024%
4/10/2025 Retirement Planning Group LLC100,939$2.34M0.1%-5.4%0.027%
4/10/2025 Charles Schwab Trust Co5,411,514$125.33M10.5%-8.3%1.461%
4/10/2025 Cypress Wealth Services LLC546,533$12.66M2.6%+0.6%0.148%
4/10/2025 Beacon Financial Group32,948$763K0.1%-12.4%0.009%
4/10/2025 Portside Wealth Group LLC15,648$355K0.1%+96.5%0.004%
4/10/2025 Park Edge Advisors LLC47,491$1.10M0.3%+8.0%0.013%
4/10/2025 Brand Asset Management Group Inc.28,104$651K0.3%-6.7%0.008%
4/10/2025 Firethorn Wealth Partners LLC107,743$2.50M1.2%-1.6%0.029%
4/10/2025 Heritage Family Offices LLP49,012$1.14M0.6%+25.7%0.013%
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4/10/2025 Rialto Wealth Management LLC149,041$3.45M1.1%-1.4%0.040%
4/10/2025 MKD Wealth Coaches LLC11,434$265K0.3%+19.3%0.003%
4/10/2025 Juncture Wealth Strategies LLC32,482$752K0.3%-8.1%0.009%
4/9/2025 Merit Financial Group LLC357,166$8.27M0.1%-2.2%0.096%
4/9/2025 Pioneer Wealth Management Group1,965,005$45.51M19.6%N/A0.531%
4/9/2025 Graves Light Lenhart Wealth Inc.56,805$1.32M0.2%-2.2%0.015%
4/9/2025 LVW Advisors LLC79,065$1.83M0.2%+7.9%0.021%
4/9/2025 Worth Asset Management LLC14,310$331K0.2%N/A0.004%
4/9/2025 SigFig Wealth Management LLC442,544$10.25M0.4%+3.6%0.119%
4/9/2025 Bond & Devick Financial Network Inc.640,411$14.83M5.4%+133.7%0.173%
4/9/2025 Kaizen Financial Strategies8,860$205K0.1%-84.8%0.002%
4/8/2025 Bowman & Co S.C.19,559$453K0.2%-55.8%0.005%
4/8/2025 Myecfo LLC482,188$11.17M5.9%+1.1%0.130%
4/8/2025 James J. Burns & Company LLC659,589$15.28M2.7%-0.7%0.178%
4/8/2025 Legacy Financial Strategies LLC22,347$518K0.1%-11.6%0.006%
4/7/2025 AdvisorNet Financial Inc5,333$124K0.0%+11.7%0.001%
4/3/2025 Versant Capital Management Inc19,546$453K0.1%-6.3%0.005%
4/2/2025 Marotta Asset Management144,366$3.34M0.7%-49.6%0.039%
4/2/2025 Marcum Wealth LLC30,761$712K0.1%N/A0.008%
3/24/2025Fulcrum Equity Management19,585$445K0.4%+92.4%0.005%
3/19/2025M1 Capital Management LLC91,302$2.07M1.1%N/A0.024%
3/18/2025CWC Advisors LLC.30,355$689K0.7%+91.6%0.008%
3/17/2025Wealth Enhancement Advisory Services LLC3,436,591$78.01M0.1%+98.4%0.912%
3/12/2025Centaurus Financial Inc.16,524$375K0.0%-42.6%0.004%
3/3/2025Forthright Family Wealth Advisory LLC441,337$10.02M6.5%+8.9%0.117%
2/25/2025B. Riley Wealth Advisors Inc.26,889$610K0.0%+93.8%0.007%
2/25/2025Armis Advisers LLC31,826$722K0.1%N/A0.008%
2/21/2025Ascent Group LLC358,746$8.14M0.6%+47.0%0.216%
2/21/2025WNY Asset Management LLC9,009$205K0.0%+94.8%0.005%
2/21/2025Vermillion Wealth Management Inc.37,011$840K0.4%N/A0.022%
2/21/2025AlphaCore Capital LLC84,128$1.91M0.4%+323,469.2%0.051%
2/20/2025Drucker Wealth 3.0 LLC9,080$206K0.0%N/A0.005%
2/20/2025Revisor Wealth Management LLC313,998$7.13M6.6%+768.8%0.189%
2/18/2025Western 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%
2/18/2025Novem Group12,465$283K0.0%N/A0.007%
2/18/2025Sherwood Financial Partners LLC20,827$473K0.5%N/A0.013%
2/18/2025Focus Partners Advisor Solutions LLC529,036$12.01M0.2%N/A0.318%
2/18/2025Note Advisors LLC15,214$345K0.3%N/A0.009%
2/17/2025Waverly Advisors LLC340,511$7.73M0.1%+73.1%0.205%
2/17/2025Whelan Financial10,461$237K0.1%+86.8%0.006%
2/17/2025Vident Advisory LLC452,286$10.27M0.2%N/A0.272%
2/17/2025Visionary Wealth Advisors27,815$631K0.0%+92.1%0.017%
2/17/2025Sentinus LLC13,140$298K0.1%+54.9%0.008%
2/17/2025Redwood Investment Management LLC130,265$2.96M0.3%+117.1%0.078%
2/17/2025Main Street Group LTD2,576$58K0.0%+87.1%0.002%
2/17/2025Laraway Financial Advisors Inc25,239$573K0.4%+98.0%0.015%
2/17/2025Investor 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%
2/17/2025Guardian Wealth Advisors LLC NC9,055$206K0.0%+56,493.8%0.005%
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2/17/2025Gen Wealth Partners Inc81,929$1.86M0.8%+5.0%0.049%
2/17/2025Focus Partners Wealth21,863$496K0.0%+25.8%0.013%
2/17/2025Evensky & Katz LLC12,020$273K0.0%+102.2%0.007%
2/17/2025Fairview Capital Investment Management LLC11,000$250K0.0%+66.7%0.007%
2/17/2025Fullcircle Wealth LLC111,738$2.55M1.1%-5.5%0.067%
2/17/2025EP Wealth Advisors LLC31,291$710K0.0%+92.8%0.019%
2/17/2025CoreCap Advisors LLC4,773$108K0.0%+113.9%0.003%
2/17/2025Cetera Investment Advisers606,297$13.76M0.0%+82.9%0.364%
2/17/2025Cahill Financial Advisors Inc.53,496$1.21M0.2%+81.9%0.032%
2/17/2025Captrust Financial Advisors128,733$2.92M0.0%+29.0%0.077%
(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, 726 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 ($125.33M), 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 689 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), Avantax Planning Partners Inc. ($4.89M), Charles Schwab Trust Co ($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 133,703,315 shares in the last 24 months. This purchase volume represents approximately $3.06B in transactions.

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

Of the 389 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), Charles Schwab Trust Co ($487.28K), and Souders Financial Advisors ($354.90K).

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

Institutional investors have sold a total of 19,322,602 shares in the last 24 months. This volume of shares sold represents approximately $446.93M in transactions.


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This page (NYSEARCA:SCHZ) was last updated on 4/16/2025 by MarketBeat.com Staff
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