SCHWAB US AGGREGATE BOND ETF (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 Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Rockbridge Investment Management, Lcc, Ameriprise Financial Inc, Financial Engines Advisors L.L.C., Envestnet Asset Management Inc, and Goldman Sachs Group Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Marotta Asset Management | Sell | -19,713 | -7.4% | 248,428 | $5.49M | Q3 2026 | Oct 02, 2026 |
| Envestnet Asset Management Inc | Sell | -3,483,103 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell | -159,044 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Cherry Tree Wealth Management, Llc | Sell | -65,254 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 15, 2026 |
| Integrated Wealth Concepts Llc | Sell | -395,992 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Sell | -9,027 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 04, 2026 |
| Citadel Advisors Llc | Sell | -383,817 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Horan Wealth, Llc | Sell | -11,523 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 26, 2026 |
| January Capital Advisors Llc | Sell | -341,513 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 25, 2026 |
| Serenity Investment Advisors | Sell | -111,150 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 24, 2026 |
| Bernard Wealth Management Corp. | Sell | -1,547 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 21, 2026 |
| Mercer Global Advisors Inc | Sell | -880,216 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Sell | -16,541 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Archer Investment Corp | Sell | -281 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -458,444 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Leo H. Evart, Inc. | Sell | -52,899 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Asset Allocation Strategies Llc | Sell | -933,117 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Sell | -542,124 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Redwood Investment Management, Llc | Sell | -197,656 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Sell | -121,609 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Pure Financial Advisors, Llc | Sell | -16,121 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Caitlin John, Llc | Sell | -467 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Rockbridge Investment Management, Lcc | Sell | -10,420,258 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Sell | -6,809,636 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Financial Engines Advisors L.L.C. | Sell | -5,681,166 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -3,071,596 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Sell | -2,345,726 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Sell | -2,278,622 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Destination Wealth Management | Sell | -1,497,382 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -1,395,164 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
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.