Schwab US Aggregate Bond ETFSCHZETF
13F holders, Q2 2026 (June 30)673holders
54new positions
46sold out
3famous investors
$23.09avg. 13F price*
At the end of Q2 2026, 673 institutions reported holding Schwab US Aggregate Bond ETF (SCHZ) in their 13F filings, unchanged from Q1 2026. 54 opened new positions and 46 sold out. The largest holders were JPMorgan Chase & Co. ($335.0M), Rockbridge Investment Management, LCC ($241.0M) and Avantax Planning Partners, Inc. ($184.5M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Schwab US Aggregate Bond ETF
- CUSIP
- 808524839
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $60.3M |
| Exits | 46 | $23.1M |
All 13F filers, Q1 2026 → Q2 2026: 15,504,993 shares bought and 6,192,535 shares sold, net +9,312,458 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 673 holders
| JPMorgan Chase & Co. | 0.02% | Add +8.6% | 14,422,540 | $335.0M |
| Rockbridge Investment Management, LCC | 19.57% | Add +7.5% | 10,420,258 | $241.0M |
| Avantax Planning Partners, Inc. | 4.59% | Add +3.4% | 7,975,307 | $184.5M |
| Ameriprise Financial Inc. | 0.03% | Add +5.3% | 6,809,636 | $157.5M |
| Charles Schwab Trust Co | 8.52% | Add +2.9% | 6,601,917 | $152.7M |
| Financial Engines Advisors L.L.C. | 0.23% | Add +4.9% | 5,681,166 | $131.4M |
| HighTower Advisors, LLC | 0.10% | Reduce -4.4% | 4,292,060 | $99.3M |
| Kohmann Bosshard Financial Services, LLC | 7.57% | Add +16.1% | 3,855,498 | $89.2M |
| Envestnet Asset Management Inc. | 0.02% | Add +5.7% | 3,483,103 | $80.6M |
| Rational Advisors, Inc. | 7.01% | Add +2.1% | 3,142,160 | $72.7M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -1.9% | 3,071,596 | $71.0M |
| McAdam, LLC | 2.33% | Add +31.1% | 2,609,832 | $60.4M |
| Jones Financial Companies LLLP | 0.02% | Add +20.1% | 2,278,622 | $52.9M |
| Pioneer Wealth Management Group | 12.57% | Add +12.5% | 2,249,290 | $52.0M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Reduce -1.0% | 2,171,145 | $49.8M |
| Mariner, LLC | 0.05% | Reduce -1.1% | 2,132,074 | $49.3M |
| Cerity Partners LLC | 0.06% | Add +31.0% | 2,345,726 | $45.8M |
| Cetera Investment Advisers | 0.04% | Add +5.4% | 1,863,166 | $43.1M |
| Savant Capital, LLC | 0.11% | Add +99.6% | 1,688,291 | $39.1M |
| Vident Advisory, LLC | 0.29% | Add +3.2% | 1,686,818 | $39.0M |
| NorthRock Partners, LLC | 0.54% | Add +33.9% | 1,618,956 | $37.4M |
| Financial Life Advisors | 10.35% | Add +4.8% | 1,573,243 | $36.4M |
| Blue Trust, Inc. | 0.38% | Add +2.1% | 1,548,018 | $35.8M |
| Destination Wealth Management | 0.81% | Reduce -3.7% | 1,497,382 | $34.6M |
| Horst & Graben Wealth Management LLC | 4.47% | Add +3.8% | 1,474,760 | $34.0M |
| OneDigital Investment Advisors LLC | 0.28% | Reduce -9.2% | 1,456,131 | $33.7M |
| Phil A. Younker & Associates, Ltd. | 22.13% | Reduce -9.6% | 1,419,857 | $32.8M |
| ZynergyRetirementPlanningLLC | 17.63% | Add +6.0% | 1,405,679 | $32.5M |
| Bank of America Corp. | 0.00% | Add +11.6% | 1,395,164 | $32.3M |
| KilterHowling LLC | 13.96% | Add +0.2% | 1,347,082 | $31.2M |
| TruNorth Capital Management, LLC | 4.97% | Add +3.3% | 1,337,186 | $30.9M |
| Modern Wealth Management, LLC | 0.36% | Add +6.6% | 1,300,211 | $30.1M |
| Mokosak Advisory Group, LLC | 6.50% | Add +5.0% | 1,297,292 | $30.0M |
| Plum Street Advisors, LLC | 9.46% | Add +6.9% | 1,280,658 | $29.6M |
| Daymark Wealth Partners, LLC | 0.72% | Reduce -21.2% | 1,273,968 | $29.5M |
| Osaic Holdings, Inc. | 0.03% | Add +7.0% | 1,249,911 | $28.9M |
| LPL Financial LLC | 0.01% | Add +2.2% | 1,118,991 | $25.9M |
| TSA Wealth Managment LLC | 6.69% | Add +6.8% | 1,023,367 | $23.7M |
| Morgan Stanley | 0.00% | Reduce -55.9% | 1,001,923 | $23.2M |
| Theory Financial LLC | 7.20% | Add +4.4% | 988,119 | $22.9M |
| Creative Planning | 0.01% | Add +5.1% | 976,364 | $22.6M |
| Alliance Wealth Management Group | 4.31% | Reduce -5.7% | 956,732 | $22.1M |
| Towercrest Capital Management | 3.08% | Reduce -5.7% | 956,732 | $22.1M |
| Asset Allocation Strategies LLC | 3.33% | Add +1.2% | 933,117 | $21.6M |
| One Wealth Advisors, LLC | 2.34% | Add +7.7% | 917,188 | $21.2M |
| Sanctuary Advisors, LLC | 0.10% | Add +5.0% | 914,465 | $21.2M |
| Mercer Global Advisors Inc. | 0.03% | Add +15.7% | 880,216 | $20.4M |
| Bond & Devick Financial Network, Inc. | 5.01% | Add +4.2% | 879,141 | $20.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.27% | Reduce -3.6% | 872,446 | $20.2M |
| Moneta Group Investment Advisors LLC | 0.14% | Add +5.4% | 840,712 | $19.4M |
| MLG Wealth Management DBA Pine Grove Financial Group | 1.93% | Add +5.0% | 822,511 | $19.1M |
| Elevation Point Wealth Partners, LLC | 0.35% | Reduce -23.8% | 811,408 | $18.8M |
| Vestmark Advisory Solutions, Inc. | 0.18% | Reduce -24.1% | 806,123 | $18.6M |
| Revolve Wealth Partners, LLC | 1.82% | Add +2.4% | 756,987 | $17.5M |
| Revisor Wealth Management LLC | 4.04% | Reduce -8.9% | 726,046 | $16.8M |
| Arnold Financial Planning LLC | 11.85% | Add +7.5% | 686,760 | $15.9M |
| Mutual Advisors, LLC | 0.30% | Reduce -0.6% | 683,806 | $15.8M |
| UBS Group AG | 0.00% | Add +8.4% | 669,556 | $15.5M |
| James J. Burns & Company, LLC | 1.67% | Add +0.4% | 666,919 | $15.4M |
| Cypress Wealth Services, LLC | 1.88% | Add +11.9% | 659,249 | $15.2M |
| Pacific Park Financial, Inc. | 8.84% | Reduce -1.1% | 658,197 | $15.2M |
| BNP Paribas Financial Markets | 0.01% | Reduce -13.2% | 652,171 | $15.1M |
| Cedar Mountain Advisors, LLC | 2.55% | Add +0.1% | 641,351 | $14.8M |
| Ascent Group, LLC | 0.44% | Reduce -5.4% | 633,680 | $14.7M |
| Columbus Macro, LLC | 1.41% | Add +1.9% | 626,849 | $14.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -8.2% | 617,083 | $14.3M |
| CFG Wealth Management Services, Inc. | 13.41% | No change | 572,537 | $13.7M |
| Amicus Financial Advisors, LLC | 3.29% | Reduce -0.9% | 578,621 | $13.4M |
| Myecfo, LLC | 4.91% | Add +6.9% | 562,920 | $13.0M |
| Christensen, King & Associates Investment Services, Inc. | 5.00% | Reduce -0.4% | 544,016 | $12.6M |
| United Capital Financial Advisors, LLC | 0.07% | Reduce -7.3% | 542,124 | $12.5M |
| CFS Investment Advisory Services, LLC | 0.83% | Reduce -10.1% | 539,041 | $12.4M |
| Ballast Financial Advisors LLC | 10.96% | Add +12.2% | 523,539 | $12.1M |
| EP Wealth Advisors, LLC | 0.05% | Reduce -1.1% | 520,436 | $12.0M |
| Mayflower Financial Advisors, LLC | 1.03% | Add +11.2% | 517,566 | $12.0M |
| Tempus Wealth Planning, LLC | 2.24% | Add +12.4% | 495,023 | $11.4M |
| SigFig Wealth Management, LLC | 0.30% | Add +3.1% | 482,157 | $11.2M |
| Signature Estate & Investment Advisors LLC | 0.20% | Add +13.7% | 472,026 | $10.9M |
| Security Financial Services, INC. | 1.50% | Add +16.7% | 468,336 | $10.8M |
| Grove Street Fiduciary, LLC | 4.51% | Reduce -0.5% | 461,694 | $10.7M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +3.6% | 458,444 | $10.6M |
| Reston Wealth Management LLC | 2.84% | Add +7.8% | 454,858 | $10.5M |
| Apriem Advisors | 0.87% | Reduce -0.5% | 434,154 | $10.0M |
| AE Wealth Management LLC | 0.05% | Add +13.2% | 429,753 | $9.9M |
| IFP Advisors, Inc | 0.18% | Add +20.7% | 429,530 | $9.9M |
| Compass Financial Group, INC | 1.14% | Add +48.7% | 428,065 | $9.9M |
| Peak Financial Management, Inc. | 2.25% | Add +7.7% | 423,666 | $9.8M |
| Ashton Thomas Private Wealth, LLC | 0.19% | Add +5.4% | 401,320 | $9.3M |
| Daviman Financial, LLC | 5.10% | Add +0.5% | 399,645 | $9.2M |
| Integrated Wealth Concepts LLC | 0.06% | Add +24.1% | 395,992 | $9.2M |
| Kickstand Ventures, Llc. | 1.66% | Reduce -3.3% | 395,961 | $9.2M |
| Unify Financial Advisors | 8.21% | Add +3.0% | 384,558 | $8.9M |
| Citadel Advisors | 0.01% | Add +257.7% | 383,817 | $8.9M |
| Lathrop Investment Management Co. | 1.55% | Add +2.6% | 379,697 | $8.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +21.0% | 378,422 | $8.8M |
| Jane Street Group, LLC | 0.01% | New | 375,297 | $8.7M |
| Affinity Capital Advisors, LLC | 1.05% | Reduce -7.7% | 369,750 | $8.5M |
| Client 1ST Advisory Group, LLC | 2.27% | Add +4.0% | 365,009 | $8.4M |
| MAI Capital Management | 0.03% | Add +6.3% | 356,966 | $8.3M |
| Creative Financial Designs Inc. | 0.38% | Add +4.7% | 348,079 | $8.1M |
"% of holder's portfolio" is SCHZ's weight in each manager's 13F, not the share of Schwab US Aggregate Bond ETF the manager owns.