SCHWAB US AGGREGATE BOND ETF (SCHZ) Institutional Ownership and Insiders Activity
SCHWAB US AGGREGATE BOND ETF (SCHZ) is widely held by institutional investors, with 664 firms reporting positions valued at approximately $4.27B based on SEC Form 13F filings for the quarter ended June 30, 2026.
Jpmorgan Chase & Co is the largest disclosed holder, reporting approximately $335.04M in SCHZ holdings in its latest filing.
Institutional Holders
664
Total Reported Value
$4.27B
Largest Holder
Jpmorgan Chase & Co
Largest Position
$335.04M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
62
Funds Exiting Positions
70
Top Institutional Owners
View allInvestorReported Balance
- Jpmorgan Chase & Co$335.04M
- Rockbridge Investment Management, Lcc$241.02M
- Avantax Planning Partners, Inc.$184.47M
- Ameriprise Financial Inc$157.50M
- Charles Schwab Trust Co$152.70M
SCHZ News
All news- January Capital Advisors Llc Investment Activity in Q2 2026
Aug 26, 2026 · valut.ai
- Asset Allocation Strategies Llc Portfolio Shifts in Q3 2026
Aug 23, 2026 · valut.ai
- Tsa Wealth Managment Llc Q2 2026 Portfolio Activity Analysis
Aug 6, 2026 · valut.ai
- Theory Financial LLC Q2 2026: Significant ETF Purchases and Sales Observed
Aug 4, 2026 · valut.ai
- Avantax Planning Partners Inc Portfolio Changes in Q3 2026
Jul 30, 2026 · valut.ai
- Daviman Financial Q2 2026 Holdings Shifts: Major Purchases and Sales Observed
Jul 30, 2026 · valut.ai
- Trunorth Capital Management Q2 Portfolio Changes: Focus on Schwab and Dimensional ETFs
Jul 25, 2026 · valut.ai
- Zynergy Retirement Planning LLC Portfolio Concentration Analysis: June 30, 2026
Jul 19, 2026 · valut.ai