SCHZ Institutional Ownership & Shareholders
SCHWAB US AGGREGATE BOND ETF (SCHZ) is currently held by 654 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $4.19B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Jpmorgan Chase & Co is currently the largest disclosed institutional shareholder of SCHZ tracked by InsiderSet, reporting ownership valued at approximately $335.04M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $324.94M, representing an estimated loss of -3.01% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 36% of the total disclosed SCHZ value among the investors covered in this analysis. Major shareholders include Jpmorgan Chase & Co, Rockbridge Investment Management, Lcc, Avantax Planning Partners, Inc., and several other long-term asset managers with concentrated positions in SCHWAB US AGGREGATE BOND ETF (SCHZ).
This page ranks the largest institutional SCHZ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
654
Total Reported Value
$4.19B
Largest Holder
Jpmorgan Chase & Co
Largest Position
$335.04M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
19
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Jpmorgan Chase & Co | 0.02% | 14,422,540 | $335,035,621 | $324,939,826 | -$10,095,795 | -3.01% | |
| Rockbridge Investment Management, Lcc | 19.57% | 10,420,258 | $241,020,562 | $234,768,413 | -$6,252,149 | -2.59% | |
| Avantax Planning Partners, Inc. | 4.59% | 7,975,307 | $184,468,853 | $179,683,667 | -$4,785,186 | -2.59% | |
| Ameriprise Financial Inc | 0.03% | 6,809,636 | $157,500,566 | $153,421,099 | -$4,079,467 | -2.59% | |
| Financial Engines Advisors L.L.C. | 0.23% | 5,681,166 | $131,405,381 | $127,996,670 | -$3,408,711 | -2.59% | |
| Cwm, Llc | 0.29% | 4,789,548 | $111,213,308 | $107,908,516 | -$3,304,792 | -2.97% | |
| Kohmann Bosshard Financial Services, Llc | 7.57% | 3,855,498 | $89,177,660 | $86,864,370 | -$2,313,290 | -2.59% | |
| Charles Schwab Trust Co | 4.92% | 3,859,173 | $85,287,723 | $86,947,168 | +$1,659,445 | +1.95% | |
| Envestnet Asset Management Inc | 0.02% | 3,483,103 | $80,564,177 | $78,474,311 | -$2,089,866 | -2.59% | |
| Rational Advisors, Inc. | 6.67% | 3,142,160 | $72,678,161 | $70,792,865 | -$1,885,296 | -2.59% | |
| Goldman Sachs Group Inc | 0.01% | 3,071,596 | $71,046,015 | $69,203,058 | -$1,842,957 | -2.59% | |
| Mcadam, Llc | 2.16% | 2,592,870 | $57,302,422 | $58,417,361 | +$1,114,939 | +1.95% | |
| Pioneer Wealth Management Group | 13.18% | 2,526,995 | $55,846,595 | $56,933,197 | +$1,086,602 | +1.95% | |
| Jones Financial Companies Lllp | 0.02% | 2,278,622 | $52,928,167 | $51,337,354 | -$1,590,813 | -3.01% | |
| Wealth Enhancement Advisory Services, Llc | 0.07% | 2,267,776 | $50,117,845 | $51,092,993 | +$975,148 | +1.95% | |
| Mariner, Llc | 0.05% | 2,132,074 | $49,314,864 | $48,035,627 | -$1,279,237 | -2.59% | |
| Cerity Partners Llc | 0.06% | 2,345,726 | $45,775,965 | $52,849,207 | +$7,073,242 | +15.45% | |
| Cetera Investment Advisers | 0.04% | 1,863,166 | $43,095,021 | $41,977,130 | -$1,117,891 | -2.59% | |
| Savant Capital, Llc | 0.11% | 1,688,291 | $39,126,165 | $38,037,196 | -$1,088,969 | -2.78% | |
| Vident Advisory, Llc | 0.29% | 1,686,818 | $39,016,100 | $38,004,010 | -$1,012,090 | -2.59% | |
| Zynergyretirementplanningllc | 20.64% | 1,748,706 | $38,646,401 | $39,398,346 | +$751,945 | +1.95% | |
| Northrock Partners, Llc | 0.54% | 1,618,956 | $37,446,448 | $36,475,079 | -$971,369 | -2.59% | |
| Financial Life Advisors | 10.30% | 1,641,270 | $36,272,066 | $36,977,813 | +$705,747 | +1.95% | |
| Destination Wealth Management | 0.81% | 1,497,382 | $34,634,446 | $33,736,016 | -$898,430 | -2.59% | |
| Horst & Graben Wealth Management Llc | 4.47% | 1,474,760 | $33,984,150 | $33,226,343 | -$757,807 | -2.23% | |
| Onedigital Investment Advisors Llc | 0.28% | 1,456,131 | $33,680,306 | $32,806,631 | -$873,675 | -2.59% | |
| Blue Trust, Inc. | 0.35% | 1,517,812 | $33,543,646 | $34,196,304 | +$652,658 | +1.95% | |
| Phil A. Younker & Associates, Ltd. | 22.13% | 1,419,857 | $32,841,292 | $31,989,378 | -$851,914 | -2.59% | |
| Bank Of America Corp | 0.00% | 1,395,164 | $32,270,151 | $31,433,045 | -$837,106 | -2.59% | |
| Kilterhowling Llc | 13.96% | 1,347,082 | $31,158,011 | $30,349,757 | -$808,254 | -2.59% | |
| Mokosak Advisory Group, Llc | 6.69% | 1,373,465 | $30,353,592 | $30,944,166 | +$590,574 | +1.95% | |
| Modern Wealth Management, Llc | 0.36% | 1,300,211 | $30,073,882 | $29,293,754 | -$780,128 | -2.59% | |
| Ascent Group, Llc | 0.89% | 1,345,012 | $29,724,780 | $30,303,120 | +$578,340 | +1.95% | |
| Plum Street Advisors, Llc | 9.46% | 1,280,658 | $29,621,618 | $28,853,225 | -$768,393 | -2.59% | |
| Daymark Wealth Partners, Llc | 0.72% | 1,273,968 | $29,466,888 | $28,702,499 | -$764,389 | -2.59% | |
| Osaic Holdings, Inc. | 0.03% | 1,249,911 | $28,910,515 | $28,160,495 | -$750,020 | -2.59% | |
| Lpl Financial Llc | 0.01% | 1,118,991 | $25,882,270 | $25,210,867 | -$671,403 | -2.59% | |
| Tsa Wealth Managment Llc | 7.04% | 1,135,116 | $25,086,064 | $25,574,163 | +$488,099 | +1.95% | |
| Morgan Stanley | 0.00% | 1,001,923 | $23,174,495 | $22,573,325 | -$601,170 | -2.59% | |
| Asset Allocation Strategies Llc | 3.43% | 1,036,672 | $22,910,452 | $23,356,220 | +$445,768 | +1.95% | |
| Theory Financial Llc | 7.20% | 988,119 | $22,855,187 | $22,262,321 | -$592,866 | -2.59% | |
| Alliance Wealth Management Group | 4.55% | 1,025,067 | $22,653,980 | $23,094,760 | +$440,780 | +1.95% | |
| Towercrest Capital Management | 3.24% | 1,025,067 | $22,653,980 | $23,094,760 | +$440,780 | +1.95% | |
| One Wealth Advisors, Llc | 2.34% | 917,188 | $21,214,568 | $20,664,246 | -$550,322 | -2.59% | |
| Sanctuary Advisors, Llc | 0.10% | 914,465 | $21,151,585 | $20,602,896 | -$548,689 | -2.59% | |
| Bond & Devick Financial Network, Inc. | 5.07% | 950,913 | $21,015,187 | $21,424,070 | +$408,883 | +1.95% | |
| Mercer Global Advisors Inc | 0.03% | 880,216 | $20,359,396 | $19,831,266 | -$528,130 | -2.59% | |
| Moneta Group Investment Advisors Llc | 0.14% | 840,712 | $19,445,679 | $18,941,241 | -$504,438 | -2.59% | |
| Elevation Point Wealth Partners, Llc | 0.35% | 811,408 | $18,767,874 | $18,281,022 | -$486,852 | -2.59% | |
| Vestmark Advisory Solutions, Inc. | 0.18% | 806,123 | $18,645,619 | $18,161,951 | -$483,668 | -2.59% |
Frequently asked questions about SCHZ
Who are the largest institutional holders of SCHZ?
The largest institutional holders of SCHZ reported in the latest SEC Form 13F filings include Jpmorgan Chase & Co, Rockbridge Investment Management, Lcc, Avantax Planning Partners, Inc., Ameriprise Financial Inc, and Financial Engines Advisors L.L.C.. InsiderSet ranks institutional holders by their latest reported SCHZ position.
What is SCHZ institutional ownership?
This page tracks SCHZ positions reported by institutional investment managers through SEC Form 13F. SCHWAB US AGGREGATE BOND ETF (SCHZ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SCHZ?
InsiderSet currently tracks 654 institutional managers reporting SCHZ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SCHZ shareholders.
How much SCHZ stock do institutions own?
Institutional investment managers disclosed approximately $4.19B in SCHZ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SCHZ institutional ownership last updated?
The latest SCHZ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SCHZ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SCHZ position after the reporting date.
Are institutions buying or selling SCHZ?
Institutional buying and selling can be analyzed by comparing SCHZ positions across consecutive 13F reporting periods. InsiderSet's SCHZ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SCHZ ownership changes.
How has SCHZ institutional ownership changed over time?
InsiderSet tracks SCHZ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.