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. 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 Institutional Insights

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q2 2020Sequoia Financial AdvisorsSell-720,9880$48,715
Q2 2020Renaissance Technologies LLCBuy70,200109,300$6,147
Q1 2020Sequoia Financial AdvisorsBuy70,131720,988$39,128
Q1 2020Renaissance Technologies LLCBuy18,92239,100$2,122
Q4 2019Sequoia Financial AdvisorsBuy71,967650,857$34,775
Q4 2019Renaissance Technologies LLCBuy8,37820,178$1,078
Q3 2019Sequoia Financial AdvisorsBuy124,149578,890$31,173
Q3 2019Renaissance Technologies LLCBuy6,80011,800$635
Q2 2019Sequoia Financial AdvisorsBuy107,252454,741$24,101
Q2 2019Renaissance Technologies LLCSell-18,8125,000$265
Q1 2019Sequoia Financial AdvisorsBuy126,758347,489$18,028
Q4 2018Sequoia Financial AdvisorsBuy30,007220,731$11,167
Q3 2018Sequoia Financial AdvisorsBuy9,956190,724$9,584
Q2 2018Sequoia Financial AdvisorsBuy7,560180,768$9,154
Q1 2018Sequoia Financial AdvisorsBuy49,299173,208$8,837
Q4 2017Renaissance Technologies LLCBuy23,81223,812$1,239
Q4 2017Sequoia Financial AdvisorsBuy7,345123,909$6,448
Q3 2017Sequoia Financial AdvisorsSell-2,387116,564$6,103
Q2 2017Sequoia Financial AdvisorsSell-36,589118,951$6,215
Q1 2017Sequoia Financial AdvisorsSell-13,019155,540$8,055
Q4 2016Sequoia Financial AdvisorsSell-1,305168,559$8,681
Q3 2016Sequoia Financial AdvisorsSell-39,010169,864$9,117
Q2 2016Sequoia Financial AdvisorsBuy197,887208,874$11,221
Q1 2016Sequoia Financial AdvisorsSell-132,04810,987$208,004
Q3 2015Sequoia Financial AdvisorsBuy12,881143,035$7,458
Q2 2015Sequoia Financial AdvisorsBuy17,821130,154$6,733
Q1 2015Sequoia Financial AdvisorsBuy112,333112,333$5,944

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.