SCHWAB US AGGREGATE BOND ETF SCHZ
$23.05
+0.0% 52w: $22.06 – $23.39
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data22.0622.7323.39
Jun 20, 2025 Jul 2, 2026
Institutional holders
660
-5 QoQ
13F value
$4.24B
+0.9% QoQ
Smart-money holders
12
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
calls only
$39K calls / — puts
Institutional value by quarter
Number of holders
Who owns SCHZ?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | Bank broker | 13.3M | $307.6M | 0.0% | +5.5% |
| Rockbridge Investment Management, LCC | Wealth advisor | 9.7M | $225.1M | 20.2% | +8.2% |
| Avantax Planning Partners, Inc. | Wealth advisor | 7.7M | $179.0M | 4.9% | +3.5% |
| AMERIPRISE FINANCIAL INC | Bank broker | 6.5M | $150.2M | 0.0% | +1.6% |
| Charles Schwab Trust Co | Wealth advisor | 6.4M | $149.0M | 9.7% | +3.2% |
| Financial Engines Advisors L.L.C. | Wealth advisor | 5.4M | $125.7M | 0.3% | +0.3% |
| CWM, LLC | Wealth advisor | 4.8M | $111.2M | 0.3% | +19.1% |
| HighTower Advisors, LLC | Diversified mechanical | 4.5M | $104.3M | 0.1% | +9.1% |
| Kohmann Bosshard Financial Services, LLC | Wealth advisor | 3.3M | $77.1M | 7.5% | +12.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 3.3M | $76.5M | 0.0% | +41.7% |
| GOLDMAN SACHS GROUP INC | Bank broker | 3.1M | $72.7M | 0.0% | -16.5% |
| RATIONAL ADVISORS, INC. | Wealth advisor | 3.1M | $71.4M | 7.3% | New |
| MORGAN STANLEY | Bank broker | 2.3M | $52.8M | 0.0% | +129.3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 2.2M | $50.9M | 0.1% | -44.5% |
| Mariner, LLC | Diversified mechanical | 2.2M | $50.1M | 0.1% | +0.9% |
| Pioneer Wealth Management Group | Wealth advisor | 2.0M | $46.4M | 13.0% | +10.2% |
| McAdam, LLC | Wealth advisor | 2.0M | $46.2M | 2.1% | +3.9% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 1.9M | $43.7M | 0.0% | +28.0% |
| Cerity Partners LLC | Diversified mechanical | 1.8M | $41.6M | 0.1% | +188.0% |
| Cetera Investment Advisers | Wealth advisor | 1.8M | $41.1M | 0.0% | +7.0% |
| Vident Advisory, LLC | Diversified mechanical | 1.6M | $38.0M | 0.3% | +84.6% |
| DAYMARK WEALTH PARTNERS, LLC | Other | 1.6M | $37.6M | 1.2% | +12.2% |
| OneDigital Investment Advisors LLC | Wealth advisor | 1.6M | $37.2M | 0.4% | -48.6% |
| Phil A. Younker & Associates, Ltd. | Wealth advisor | 1.6M | $36.5M | 24.3% | +6.9% |
| Destination Wealth Management | Wealth advisor | 1.6M | $36.1M | 0.9% | -20.1% |
| Blue Trust, Inc. | Wealth advisor | 1.5M | $35.2M | 0.4% | -2.3% |
| FINANCIAL LIFE ADVISORS | Wealth advisor | 1.5M | $34.8M | 10.9% | +1.5% |
| Horst & Graben Wealth Management LLC | Wealth advisor | 1.4M | $33.1M | 4.5% | +2.3% |
| KilterHowling LLC | Wealth advisor | 1.3M | $31.2M | 15.7% | +7.0% |
| ZynergyRetirementPlanningLLC | Wealth advisor | 1.3M | $30.8M | 18.6% | +6.0% |
| TruNorth Capital Management, LLC | Wealth advisor | 1.3M | $30.1M | 5.8% | +1.9% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.2M | $29.0M | 0.0% | +5.6% |
| Mokosak Advisory Group, LLC | Wealth advisor | 1.2M | $28.7M | 7.2% | +7.3% |
| Modern Wealth Management, LLC | Wealth advisor | 1.2M | $28.3M | 0.5% | +3.4% |
| NorthRock Partners, LLC | Wealth advisor | 1.2M | $28.1M | 0.5% | +2.0% |
| Plum Street Advisors, LLC | Wealth advisor | 1.2M | $27.8M | 9.6% | +6.0% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.2M | $27.1M | 0.0% | +8.3% |
| LPL Financial LLC | Bank broker | 1.1M | $25.4M | 0.0% | +29.9% |
| ELEVATION POINT WEALTH PARTNERS, LLC | Other | 1.1M | $24.7M | 0.6% | +22.9% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 1.1M | $24.7M | 0.3% | +22.6% |
| Towercrest Capital Management | Wealth advisor | 1.0M | $23.6M | 3.7% | -0.4% |
| Alliance Wealth Management Group | Wealth advisor | 1.0M | $23.6M | 5.2% | -0.4% |
| Tenret Co LLC | Wealth advisor | 984.6K | $22.9M | 11.0% | +7.8% |
| TSA Wealth Managment LLC | Wealth advisor | 958.0K | $22.2M | 7.2% | +2.0% |
| THEORY FINANCIAL LLC | Wealth advisor | 946.3K | $22.0M | 7.7% | -16.9% |
| Creative Planning | Wealth advisor | 928.8K | $21.6M | 0.0% | -2.6% |
| Asset Allocation Strategies LLC | Wealth advisor | 922.0K | $21.4M | 3.8% | +4.4% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | Wealth advisor | 905.0K | $21.0M | 0.3% | -3.3% |
| Sanctuary Advisors, LLC | Wealth advisor | 870.9K | $20.2M | 0.1% | +3.8% |
| One Wealth Advisors, LLC | Wealth advisor | 851.9K | $19.8M | 2.5% | +6.9% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.