SCHWAB US AGGREGATE BOND ETF (SCHZ) Top 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 $3.89B in SCHZ holdings during the latest filing period.
Rockbridge Investment Management, Lcc is currently the largest disclosed institutional shareholder of SCHZ tracked by InsiderSet, reporting ownership valued at approximately $225.09M in its March 31, 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 $222.27M, representing an estimated loss of -1.25% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 33% of the total disclosed SCHZ value among the investors covered in this analysis. Major shareholders include Rockbridge Investment Management, Lcc, Avantax Planning Partners, Inc., Charles Schwab Trust Co, 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
662
Total Reported Value
$3.89B
Largest Holder
Rockbridge Investment Management, Lcc
Largest Position
$225.09M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
43
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Rockbridge Investment Management, Lcc | 20.23% | 9,693,597 | $225,085,313 | $222,274,179 | -$2,811,134 | -1.25% | |
| Avantax Planning Partners, Inc. | 4.92% | 7,710,661 | $179,041,544 | $176,805,457 | -$2,236,087 | -1.25% | |
| Charles Schwab Trust Co | 8.52% | 6,601,917 | $152,702,340 | $151,381,957 | -$1,320,383 | -0.86% | |
| Ameriprise Financial Inc | 0.03% | 6,469,090 | $150,234,969 | $148,336,234 | -$1,898,735 | -1.26% | |
| Financial Engines Advisors L.L.C. | 0.26% | 5,413,829 | $125,709,118 | $124,139,099 | -$1,570,019 | -1.25% | |
| Cwm, Llc | 0.29% | 4,789,548 | $111,213,308 | $109,824,336 | -$1,388,972 | -1.25% | |
| Hightower Advisors, Llc | 0.11% | 4,491,138 | $104,284,195 | $102,981,794 | -$1,302,401 | -1.25% | |
| Envestnet Asset Management Inc | 0.02% | 3,294,468 | $76,497,551 | $75,542,151 | -$955,400 | -1.25% | |
| Goldman Sachs Group Inc | 0.01% | 3,131,198 | $72,706,418 | $71,798,370 | -$908,048 | -1.25% | |
| Kohmann Bosshard Financial Services, Llc | 6.48% | 3,119,296 | $72,494,799 | $71,525,457 | -$969,342 | -1.34% | |
| Rational Advisors, Inc. | 7.29% | 3,076,262 | $71,430,804 | $70,538,688 | -$892,116 | -1.25% | |
| Morgan Stanley | 0.00% | 2,273,858 | $52,798,982 | $52,139,564 | -$659,418 | -1.25% | |
| Pioneer Wealth Management Group | 12.57% | 2,249,290 | $52,026,077 | $51,576,220 | -$449,857 | -0.86% | |
| Wealth Enhancement Advisory Services, Llc | 0.11% | 2,192,525 | $50,910,424 | $50,274,598 | -$635,826 | -1.25% | |
| Mariner, Llc | 0.06% | 2,156,252 | $50,068,181 | $49,442,858 | -$625,323 | -1.25% | |
| Mcadam, Llc | 2.08% | 1,990,840 | $46,227,313 | $45,649,961 | -$577,352 | -1.25% | |
| Jones Financial Companies Lllp | 0.02% | 1,897,393 | $43,741,939 | $43,507,221 | -$234,718 | -0.54% | |
| Cerity Partners Llc | 0.06% | 1,790,371 | $41,572,425 | $41,053,207 | -$519,218 | -1.25% | |
| Cetera Investment Advisers | 0.04% | 1,767,932 | $41,051,383 | $40,538,681 | -$512,702 | -1.25% | |
| Vident Advisory, Llc | 0.32% | 1,635,135 | $37,967,835 | $37,493,646 | -$474,189 | -1.25% | |
| Daymark Wealth Partners, Llc | 1.18% | 1,617,419 | $37,556,476 | $37,087,418 | -$469,058 | -1.25% | |
| Onedigital Investment Advisors Llc | 0.36% | 1,603,152 | $37,225,199 | $36,760,275 | -$464,924 | -1.25% | |
| Phil A. Younker & Associates, Ltd. | 24.31% | 1,570,095 | $36,457,606 | $36,002,278 | -$455,328 | -1.25% | |
| Destination Wealth Management | 0.94% | 1,555,452 | $36,117,601 | $35,666,514 | -$451,087 | -1.25% | |
| Blue Trust, Inc. | 0.40% | 1,516,289 | $35,208,244 | $34,768,507 | -$439,737 | -1.25% | |
| Financial Life Advisors | 10.85% | 1,500,574 | $34,843,329 | $34,408,162 | -$435,167 | -1.25% | |
| Horst & Graben Wealth Management Llc | 4.54% | 1,421,006 | $33,065,974 | $32,583,668 | -$482,306 | -1.46% | |
| Kilterhowling Llc | 15.74% | 1,344,150 | $31,211,169 | $30,821,360 | -$389,810 | -1.25% | |
| Zynergyretirementplanningllc | 18.62% | 1,326,270 | $30,795,989 | $30,411,371 | -$384,618 | -1.25% | |
| Trunorth Capital Management, Llc | 5.76% | 1,294,961 | $30,069,001 | $29,693,456 | -$375,545 | -1.25% | |
| Bank Of America Corp | 0.00% | 1,249,930 | $29,023,375 | $28,660,895 | -$362,480 | -1.25% | |
| Mokosak Advisory Group, Llc | 7.18% | 1,235,661 | $28,692,038 | $28,333,707 | -$358,331 | -1.25% | |
| Modern Wealth Management, Llc | 0.49% | 1,219,890 | $28,252,655 | $27,972,078 | -$280,577 | -0.99% | |
| Northrock Partners, Llc | 0.45% | 1,209,030 | $28,073,680 | $27,723,058 | -$350,622 | -1.25% | |
| Plum Street Advisors, Llc | 9.64% | 1,198,403 | $27,826,906 | $27,479,381 | -$347,525 | -1.25% | |
| Osaic Holdings, Inc. | 0.04% | 1,167,596 | $27,111,576 | $26,772,976 | -$338,600 | -1.25% | |
| Cfg Wealth Management Services, Inc. | 12.18% | 1,131,194 | $26,780,158 | $25,938,278 | -$841,880 | -3.14% | |
| Lpl Financial Llc | 0.01% | 1,094,775 | $25,420,664 | $25,103,191 | -$317,473 | -1.25% | |
| Elevation Point Wealth Partners, Llc | 0.59% | 1,064,646 | $24,721,082 | $24,412,333 | -$308,749 | -1.25% | |
| Vestmark Advisory Solutions, Inc. | 0.27% | 1,062,679 | $24,675,418 | $24,367,229 | -$308,189 | -1.25% | |
| Alliance Wealth Management Group | 5.15% | 1,014,783 | $23,563,260 | $23,268,974 | -$294,286 | -1.25% | |
| Towercrest Capital Management | 3.67% | 1,014,783 | $23,563,260 | $23,268,974 | -$294,286 | -1.25% | |
| Tsa Wealth Managment Llc | 7.19% | 957,984 | $22,244,388 | $21,966,573 | -$277,815 | -1.25% | |
| Theory Financial Llc | 7.71% | 946,329 | $21,973,756 | $21,699,324 | -$274,432 | -1.25% | |
| Creative Planning | 0.01% | 928,751 | $21,565,595 | $21,296,260 | -$269,335 | -1.25% | |
| Asset Allocation Strategies Llc | 3.80% | 922,027 | $21,409,476 | $21,142,079 | -$267,397 | -1.25% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.31% | 905,026 | $21,014,694 | $20,752,246 | -$262,448 | -1.25% | |
| Sanctuary Advisors, Llc | 0.11% | 870,949 | $20,223,435 | $19,970,861 | -$252,574 | -1.25% | |
| One Wealth Advisors, Llc | 2.46% | 851,946 | $19,782,196 | $19,535,122 | -$247,074 | -1.25% | |
| Savant Capital, Llc | 0.09% | 845,884 | $19,641,416 | $19,396,120 | -$245,296 | -1.25% |
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.