SCHWAB US AGGREGATE BOND ETF (SCHZ) Institutional Shareholders
SCHWAB US AGGREGATE BOND ETF (SCHZ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $4.32B in SCHZ holdings during the latest filing period.
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 $328.98M, representing an estimated loss of -1.81% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 37% 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
667
Total Reported Value
$4.32B
Largest Holder
Jpmorgan Chase & Co
Largest Position
$335.04M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
38
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 | $328,978,137 | -$6,057,484 | -1.81% | |
| Rockbridge Investment Management, Lcc | 19.57% | 10,420,258 | $241,020,562 | $237,686,085 | -$3,334,477 | -1.38% | |
| Avantax Planning Partners, Inc. | 4.59% | 7,975,307 | $184,468,853 | $181,916,753 | -$2,552,100 | -1.38% | |
| Ameriprise Financial Inc | 0.03% | 6,809,636 | $157,500,566 | $155,327,797 | -$2,172,769 | -1.38% | |
| Charles Schwab Trust Co | 8.52% | 6,601,917 | $152,702,340 | $150,589,727 | -$2,112,613 | -1.38% | |
| Financial Engines Advisors L.L.C. | 0.23% | 5,681,166 | $131,405,381 | $129,587,396 | -$1,817,985 | -1.38% | |
| Cwm, Llc | 0.29% | 4,789,548 | $111,213,308 | $109,249,590 | -$1,963,718 | -1.77% | |
| Hightower Advisors, Llc | 0.10% | 4,292,060 | $99,275,355 | $97,901,889 | -$1,373,466 | -1.38% | |
| Kohmann Bosshard Financial Services, Llc | 7.57% | 3,855,498 | $89,177,660 | $87,943,909 | -$1,233,751 | -1.38% | |
| Envestnet Asset Management Inc | 0.02% | 3,483,103 | $80,564,177 | $79,449,579 | -$1,114,598 | -1.38% | |
| Rational Advisors, Inc. | 6.67% | 3,142,160 | $72,678,161 | $71,672,670 | -$1,005,491 | -1.38% | |
| Goldman Sachs Group Inc | 0.01% | 3,071,596 | $71,046,015 | $70,063,105 | -$982,910 | -1.38% | |
| Mcadam, Llc | 2.33% | 2,609,832 | $60,365,420 | $59,530,268 | -$835,152 | -1.38% | |
| Jones Financial Companies Lllp | 0.02% | 2,278,622 | $52,928,167 | $51,975,368 | -$952,799 | -1.80% | |
| Pioneer Wealth Management Group | 12.57% | 2,249,290 | $52,026,077 | $51,306,305 | -$719,772 | -1.38% | |
| Wealth Enhancement Advisory Services, Llc | 0.08% | 2,171,145 | $49,784,357 | $49,523,817 | -$260,540 | -0.52% | |
| Mariner, Llc | 0.05% | 2,132,074 | $49,314,864 | $48,632,608 | -$682,256 | -1.38% | |
| Cerity Partners Llc | 0.06% | 2,345,726 | $45,775,965 | $53,506,010 | +$7,730,045 | +16.89% | |
| Cetera Investment Advisers | 0.04% | 1,863,166 | $43,095,021 | $42,498,816 | -$596,205 | -1.38% | |
| Savant Capital, Llc | 0.11% | 1,688,291 | $39,126,165 | $38,509,918 | -$616,247 | -1.58% | |
| Vident Advisory, Llc | 0.29% | 1,686,818 | $39,016,100 | $38,476,319 | -$539,781 | -1.38% | |
| Northrock Partners, Llc | 0.54% | 1,618,956 | $37,446,448 | $36,928,386 | -$518,062 | -1.38% | |
| Financial Life Advisors | 10.35% | 1,573,243 | $36,389,117 | $35,885,673 | -$503,444 | -1.38% | |
| Blue Trust, Inc. | 0.38% | 1,548,018 | $35,805,641 | $35,310,291 | -$495,350 | -1.38% | |
| Destination Wealth Management | 0.81% | 1,497,382 | $34,634,446 | $34,155,283 | -$479,163 | -1.38% | |
| Horst & Graben Wealth Management Llc | 4.47% | 1,474,760 | $33,984,150 | $33,639,276 | -$344,874 | -1.01% | |
| Onedigital Investment Advisors Llc | 0.28% | 1,456,131 | $33,680,306 | $33,214,348 | -$465,958 | -1.38% | |
| Phil A. Younker & Associates, Ltd. | 22.13% | 1,419,857 | $32,841,292 | $32,386,938 | -$454,354 | -1.38% | |
| Zynergyretirementplanningllc | 17.63% | 1,405,679 | $32,513,355 | $32,063,538 | -$449,817 | -1.38% | |
| Bank Of America Corp | 0.00% | 1,395,164 | $32,270,151 | $31,823,691 | -$446,460 | -1.38% | |
| Kilterhowling Llc | 13.96% | 1,347,082 | $31,158,011 | $30,726,940 | -$431,071 | -1.38% | |
| Trunorth Capital Management, Llc | 4.97% | 1,337,186 | $30,929,117 | $30,501,213 | -$427,904 | -1.38% | |
| Modern Wealth Management, Llc | 0.36% | 1,300,211 | $30,073,882 | $29,657,813 | -$416,069 | -1.38% | |
| Mokosak Advisory Group, Llc | 6.50% | 1,297,292 | $30,006,446 | $29,591,231 | -$415,215 | -1.38% | |
| Plum Street Advisors, Llc | 9.46% | 1,280,658 | $29,621,618 | $29,211,809 | -$409,809 | -1.38% | |
| Daymark Wealth Partners, Llc | 0.72% | 1,273,968 | $29,466,888 | $29,059,210 | -$407,678 | -1.38% | |
| Osaic Holdings, Inc. | 0.03% | 1,249,911 | $28,910,515 | $28,510,470 | -$400,045 | -1.38% | |
| Lpl Financial Llc | 0.01% | 1,118,991 | $25,882,270 | $25,524,185 | -$358,085 | -1.38% | |
| Tsa Wealth Managment Llc | 6.69% | 1,023,367 | $23,670,479 | $23,343,001 | -$327,478 | -1.38% | |
| Morgan Stanley | 0.00% | 1,001,923 | $23,174,495 | $22,853,864 | -$320,631 | -1.38% | |
| Theory Financial Llc | 7.20% | 988,119 | $22,855,187 | $22,538,994 | -$316,193 | -1.38% | |
| Alliance Wealth Management Group | 4.31% | 956,732 | $22,129,220 | $21,823,057 | -$306,163 | -1.38% | |
| Towercrest Capital Management | 3.08% | 956,732 | $22,129,220 | $21,823,057 | -$306,163 | -1.38% | |
| Asset Allocation Strategies Llc | 3.33% | 933,117 | $21,582,993 | $21,284,399 | -$298,594 | -1.38% | |
| One Wealth Advisors, Llc | 2.34% | 917,188 | $21,214,568 | $20,921,058 | -$293,510 | -1.38% | |
| Sanctuary Advisors, Llc | 0.10% | 914,465 | $21,151,585 | $20,858,947 | -$292,638 | -1.38% | |
| Mercer Global Advisors Inc | 0.03% | 880,216 | $20,359,396 | $20,077,727 | -$281,669 | -1.38% | |
| Bond & Devick Financial Network, Inc. | 5.01% | 879,141 | $20,334,524 | $20,053,206 | -$281,318 | -1.38% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.27% | 872,446 | $20,179,668 | $19,900,493 | -$279,175 | -1.38% | |
| Moneta Group Investment Advisors Llc | 0.14% | 840,712 | $19,445,679 | $19,176,641 | -$269,038 | -1.38% |
Frequently asked questions about SCHZ
Who owns the most SCHZ stock?
The largest holders of SCHZ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SCHWAB US AGGREGATE BOND ETF (SCHZ).
Is SCHZ widely held by superinvestors?
Many widely followed stocks like SCHZ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SCHZ is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.