SCHZ Institutional Ownership Changes & 13F Activity

SCHWAB US AGGREGATE BOND ETF (SCHZ) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Renaissance Technologies LLC and Sequoia Financial Advisors.

Related SCHZ insights

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Renaissance Technologies LLCBuy66,000113,600$2,637,792
Q1 2026Sequoia Financial AdvisorsSell-19,45217,131$397,793
Q3 2025Sequoia Financial AdvisorsBuy15,76836,583$858,597
Q2 2025Sequoia Financial AdvisorsSell-3,03820,815$483,735
Q1 2025Sequoia Financial AdvisorsSell-2,07023,853$552,428
Q4 2024Sequoia Financial AdvisorsBuy8,64325,923$588,442
Q3 2024Sequoia Financial AdvisorsSell-94917,280$821,130
Q3 2024Renaissance Technologies LLCBuy10047,600$2,261,952
Q2 2024Sequoia Financial AdvisorsSell-555,26118,229$830,892
Q1 2024Sequoia Financial AdvisorsBuy5,544573,490$26,380,528
Q4 2023Sequoia Financial AdvisorsSell-22,204567,946$26,477,631
Q3 2023Sequoia Financial AdvisorsSell-11,456590,150$26,102,323
Q2 2023Sequoia Financial AdvisorsSell-45,499601,606$27,770,140
Q1 2023Sequoia Financial AdvisorsSell-39,839647,105$30,355,717
Q4 2022Sequoia Financial AdvisorsSell-48,493686,944$31,359,011
Q4 2022Renaissance Technologies LLCSell-5,60047,500$2,168
Q3 2022Sequoia Financial AdvisorsSell-76,144735,437$33,323
Q2 2022Sequoia Financial AdvisorsSell-57,886811,581$38,850
Q2 2022Renaissance Technologies LLCBuy5,56853,100$2,542
Q1 2022Sequoia Financial AdvisorsSell-16,492869,467$43,969
Q4 2021Sequoia Financial AdvisorsBuy599,795885,959$47,753
Q3 2021Sequoia Financial AdvisorsSell-606,704286,164$15,527
Q2 2021Renaissance Technologies LLCSell-75,56847,532$2,595
Q2 2021Sequoia Financial AdvisorsBuy39,463892,868$48,751
Q1 2021Sequoia Financial AdvisorsSell-21,462853,405$46,041
Q1 2021Renaissance Technologies LLCSell-15,000123,100$6,641
Q4 2020Renaissance Technologies LLCBuy85,800138,100$7,738
Q4 2020Sequoia Financial AdvisorsBuy7,701874,867$49,019
Q3 2020Sequoia Financial AdvisorsBuy867,166867,166$48,631
Q3 2020Renaissance Technologies LLCSell-57,00052,300$2,933

Frequently asked questions about SCHZ activity

  • Which institutional owners are buying SCHZ?

    Institutional owners buying SCHZ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SCHZ activity?

    "Buy" means an investor increased their reported position in SCHZ compared to the prior reporting period. This reflects growing exposure to SCHWAB US AGGREGATE BOND ETF (SCHZ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SCHZ increasing?

    Institutional interest in SCHZ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.