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

Schwab U.S. Aggregate Bond ETF logo
$22.73 +0.07 (+0.31%)
(As of 12/20/2024 04:33 PM ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
374
Total
Institutional Inflows
(last 12 months)
$670.29M
Number of
Institutional Sellers
(last 12 months)
263
Total
Institutional Outflows
(last 12 months)
$163.11M
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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
12/19/2024 Independent Solutions Wealth Management LLC153,990$7.32M1.7%+9.8%0.093%
12/13/2024 B. Riley Wealth Advisors Inc.13,876$658K0.0%-7.7%0.008%
12/9/2024 Forthright Family Wealth Advisory LLC405,421$19.27M11.7%+184.7%0.244%
12/3/2024 Bush Investment Group LLC38,288$1.82M1.5%+3.7%0.023%
11/25/2024 Destination Wealth Management1,057,047$50.23M1.6%-2.5%0.635%
11/25/2024 Sanctuary Advisors LLC885,359$42.07M0.3%+92.7%0.532%
11/22/2024 Fulcrum Equity Management10,178$484K0.4%-17.4%0.006%
11/18/2024 Arete Wealth Advisors LLC23,990$1.14M0.1%+7.8%0.014%
11/18/2024 Asset Allocation Strategies LLC128,546$6.11M1.7%+260.9%0.077%
11/15/2024 MML Investors Services LLC106,851$5.08M0.0%+8.0%0.064%
11/15/2024 Orion Portfolio Solutions LLC30,573$1.45M0.0%+80.2%0.018%
11/15/2024 EP Wealth Advisors LLC16,228$771K0.0%N/A0.010%
11/15/2024 Jane Street Group LLC124,350$5.91M0.0%-38.9%0.075%
11/15/2024 Stifel Financial Corp15,007$713K0.0%-52.2%0.009%
11/15/2024 Swmg LLC16,862$801K0.3%+61.7%0.010%
11/15/2024 SageView Advisory Group LLC24,258$1.15M0.1%-45.4%0.015%
11/15/2024 Redwood Investment Management LLC60,012$2.85M0.3%+6.8%0.036%
11/15/2024 Resurgent Financial Advisors LLC8,969$426K0.2%+80.9%0.005%
11/15/2024 Pinnacle Family Advisors LLC19,157$910K0.5%+3.2%0.012%
11/15/2024 IHT Wealth Management LLC22,372$1.06M0.0%+61.0%0.013%
11/15/2024 Integrated Wealth Concepts LLC205,313$9.76M0.1%-4.4%0.123%
11/15/2024 HighTower Advisors LLC1,454,892$69.13M0.1%+7.3%0.874%
11/15/2024 Ascent Group LLC243,964$11.59M0.9%+192.7%0.147%
11/14/2024 Semmax Financial Advisors Inc.28,500$1.35M0.4%+126.5%0.017%
11/14/2024 Tradition Wealth Management LLC94,621$4.50M0.4%+1.5%0.057%
11/14/2024 Captrust Financial Advisors99,769$4.74M0.0%+154.8%0.060%
11/14/2024 CreativeOne Wealth LLC47,488$2.26M0.1%+3.7%0.029%
11/13/2024 Townsquare Capital LLC17,241$819K0.0%-23.0%0.010%
11/13/2024 FMR LLC10,456$497K0.0%+6,778.9%0.006%
11/13/2024 Elios Financial Group Inc.43,803$2.08M1.0%N/A0.026%
11/13/2024 Alliance Wealth Management Group548,944$26.09M6.8%+1.6%0.330%
11/12/2024 Centaurus Financial Inc.28,779$1.37M0.1%+440.7%0.017%
11/12/2024Larson Financial Group LLC260,268$12.37M0.7%-4.3%0.156%
11/12/2024 Towercrest Capital Management551,284$26.20M4.1%+1.6%0.331%
11/12/2024 Cerity Partners LLC178,681$8.49M0.0%+155.7%0.107%
11/12/2024 Alesco Advisors LLC22,549$1.07M0.0%-30.6%0.014%
11/12/2024 Great Valley Advisor Group Inc.7,839$373K0.0%-32.3%0.005%
11/12/2024 Nwam LLC39,398$1.87M0.1%N/A0.024%
11/12/2024 CFS Investment Advisory Services LLC331,774$15.77M1.3%-0.5%0.199%
11/12/2024 Lathrop Investment Management Corp32,348$1.54M0.3%+15.6%0.019%
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11/8/2024 Cedar Wealth Management LLC37,956$1.80M0.6%+30.1%0.023%
11/8/2024 Avior Wealth Management LLC131,630$6.26M0.2%+16.1%0.079%
11/8/2024 Lowery Thomas LLC53,362$2.54M1.7%N/A0.032%
11/7/2024 Chesapeake Wealth Management73,882$3.51M1.2%+5.7%0.044%
11/7/2024 Vertex Planning Partners LLC109,816$5.22M1.2%+306.1%0.066%
11/7/2024 Joseph Group Capital Management4,063$193K0.1%N/A0.002%
11/7/2024 MidAtlantic Capital Management Inc.5,893$280K0.2%N/A0.004%
11/7/2024 Mendel Capital Management LLC34,666$1.65M1.0%+4.0%0.021%
11/7/2024 ETF Store Inc.65,125$3.10M3.2%-7.4%0.039%
11/7/2024 Theory Financial LLC1,249,993$59.40M22.5%+112.0%0.751%
11/7/2024 Phillips Financial Management LLC113,653$5.40M0.4%-0.4%0.068%
11/6/2024 Cutler Investment Counsel LLC13,856$658K0.1%-17.2%0.008%
11/6/2024 Northeast Financial Group Inc.104,374$4.96M1.8%-5.8%0.063%
11/6/2024 TSA Wealth Managment LLC609,155$28.95M11.7%+18.0%0.366%
11/6/2024 NYL Investors LLC71,000$3.37M0.2%-1.0%0.043%
11/6/2024 Archer Investment Corp550$26K0.0%N/A0.000%
11/6/2024 Signature Estate & Investment Advisors LLC173,117$8.23M0.2%+6.5%0.104%
11/6/2024 OneDigital Investment Advisors LLC1,654,617$78.63M0.9%-2.4%0.994%
11/6/2024 Curi RMB Capital LLC108,416$5.15M0.1%+3.7%0.065%
11/6/2024 Main Street Financial Solutions LLC61,904$2.94M0.3%+18.8%0.037%
11/5/2024 Prime Capital Investment Advisors LLC22,474$1.07M0.0%-16.5%0.014%
11/5/2024 Savvy Advisors Inc.5,155$245K0.0%-17.6%0.003%
11/5/2024 WealthPLAN Partners LLC85,540$4.07M0.5%-3.7%0.051%
11/5/2024 Harbour Investments Inc.76,638$3.64M0.1%-10.7%0.046%
11/5/2024 Apollon Wealth Management LLC74,953$3.56M0.1%+998.2%0.045%
11/4/2024 Bond & Devick Financial Network Inc.274,050$13.02M5.6%+6.7%0.165%
11/4/2024 Alaska Wealth Advisors29,303$1.39M0.2%-4.4%0.018%
11/4/2024 Marshall Financial Group Inc. ADV101,863$4.84M1.5%+14.5%0.061%
11/4/2024 1900 Wealth Management LLC20,232$931K0.1%+152.1%0.012%
11/4/2024 Stockman Wealth Management Inc.26,155$1.24M0.2%+5.5%0.016%
11/4/2024 Mayflower 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%
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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%
(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, 643 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), Ameriprise Financial Inc. ($144.05M), Avantax Planning Partners Inc. ($139.63M), Charles Schwab Trust Co ($137.84M), Rockbridge Investment Management LCC ($135.37M), Goldman Sachs Group Inc. ($116.90M), and Financial Engines Advisors L.L.C. ($114.39M).Learn more on SCHZ's institutional investors.

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

Of the 549 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 ($4.36M), 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 62,122,623 shares in the last 24 months. This purchase volume represents approximately $1.44B in transactions.

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

Of the 410 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 ($1.46M), Resources Investment Advisors LLC. ($1.10M), Sequoia Financial Advisors LLC ($772.19K), Krilogy Financial LLC ($719.11K), American Trust ($522.16K), and Hengehold Capital Management LLC ($489.46K).

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

Institutional investors have sold a total of 23,045,339 shares in the last 24 months. This volume of shares sold represents approximately $531.88M in transactions.


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This page (NYSEARCA:SCHZ) was last updated on 12/21/2024 by MarketBeat.com Staff
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