Schwab US Aggregate Bond ETFSCHZETF
13F holders, Q1 2024 (March 31)569holders
3famous investors
$45.98avg. 13F price*
At the end of Q1 2024, 569 institutions reported holding Schwab US Aggregate Bond ETF (SCHZ) in their 13F filings. The largest holders were Charles Schwab Investment Management Inc. ($1.5B), JPMorgan Chase & Co. ($205.9M) and Avantax Planning Partners, Inc. ($165.4M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $42.6M |
| Exits | 52 | $238.1M |
Ownership 569 holders
| Charles Schwab Investment Management Inc. | 0.34% | Add +19.9% | 32,160,624 | $1.5B |
| JPMorgan Chase & Co. | 0.02% | Add +14.6% | 4,475,699 | $205.9M |
| Avantax Planning Partners, Inc. | 5.36% | Add +20.0% | 3,594,821 | $165.4M |
| Ameriprise Financial Inc. | 0.03% | Reduce -3.9% | 2,561,540 | $117.7M |
| Financial Engines Advisors L.L.C. | 0.26% | Reduce -0.9% | 2,487,072 | $114.4M |
| Rockbridge Investment Management, LCC | 16.40% | Add +8.6% | 2,433,774 | $112.0M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -5.5% | 2,221,562 | $102.2M |
| Wealth Enhancement Advisory Services, LLC | 0.22% | Reduce -12.4% | 1,855,663 | $85.4M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -30.8% | 1,735,371 | $79.8M |
| OneDigital Investment Advisors LLC | 1.21% | Reduce -9.4% | 1,676,446 | $77.1M |
| McAdam, LLC | 4.80% | Add +6.4% | 1,627,201 | $74.9M |
| HighTower Advisors, LLC | 0.11% | Add +3.2% | 1,415,010 | $65.1M |
| Charles Schwab Trust Co | 6.14% | Add +20.6% | 1,409,246 | $64.8M |
| Destination Wealth Management | 1.83% | Reduce -52.8% | 1,194,990 | $55.0M |
| Total Wealth Planning, LLC | 9.06% | Add +17.1% | 1,145,355 | $52.7M |
| Hengehold Capital Management LLC | 4.77% | Add +2.4% | 971,965 | $44.7M |
| Kohmann Bosshard Financial Services, LLC | 5.25% | Add +11.9% | 819,938 | $37.7M |
| Horst & Graben Wealth Management LLC | 6.54% | Add +1.2% | 698,302 | $32.1M |
| Mariner, LLC | 0.06% | Add +64.9% | 658,287 | $30.3M |
| KilterHowling LLC | 21.02% | Add +2.6% | 650,705 | $29.9M |
| TruNorth Capital Management, LLC | 9.21% | — | 580,878 | $26.7M |
| Theory Financial LLC | 13.54% | Reduce -0.8% | 578,135 | $26.6M |
| Sequoia Financial Advisors, LLC | 0.33% | Add +1.0% | 573,490 | $26.4M |
| Mercer Global Advisors Inc. | 0.07% | Reduce -4.5% | 554,035 | $26.1M |
| Towercrest Capital Management | 4.14% | Add +1.7% | 533,012 | $24.5M |
| Alliance Wealth Management Group | 6.99% | Add +1.6% | 517,757 | $23.8M |
| Morgan Stanley | 0.00% | Reduce -13.9% | 515,758 | $23.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.53% | Reduce -1.3% | 505,353 | $23.2M |
| Financial Life Advisors | 9.67% | Add +5.3% | 502,646 | $23.1M |
| Bank of America Corp. | 0.00% | Reduce -24.8% | 491,396 | $22.6M |
| Austin Private Wealth, LLC | 2.52% | Add +12.6% | 481,564 | $21.9M |
| Mokosak Advisory Group, LLC | 7.09% | Add +9.4% | 466,632 | $21.5M |
| TSA Wealth Managment LLC | 8.87% | Add +10.0% | 442,519 | $20.4M |
| Plum Street Advisors, LLC | 10.22% | Add +38.5% | 424,701 | $20.2M |
| United Capital Financial Advisors, LLC | 0.15% | Reduce -4.7% | 391,258 | $18.0M |
| Tenret Co LLC | 11.13% | Add +9.1% | 343,168 | $15.8M |
| Cetera Investment Advisers | 0.04% | Add +16.7% | 339,486 | $15.6M |
| One Wealth Advisors, LLC | 2.68% | Add +10.7% | 334,803 | $15.4M |
| FAS Wealth Partners, Inc. | 1.30% | Add +0.4% | 320,085 | $14.7M |
| CW Advisors, LLC | 0.25% | Add +2.9% | 308,510 | $14.2M |
| Larson Financial Group LLC | 1.09% | Reduce -4.2% | 306,288 | $14.1M |
| Pioneer Wealth Management Group | 7.57% | Reduce -37.9% | 288,019 | $13.2M |
| Revolve Wealth Partners, LLC | 2.21% | Add +3.6% | 281,529 | $13.0M |
| AlphaStar Capital Management, LLC | 1.30% | Reduce -71.2% | 275,551 | $12.7M |
| Mutual Advisors, LLC | 0.40% | Add +22.9% | 272,580 | $12.5M |
| Members Advisory Group LLC | 6.70% | Reduce -5.6% | 256,955 | $11.8M |
| Moneta Group Investment Advisors LLC | 0.19% | Add +0.0% | 252,222 | $11.6M |
| Christensen, King & Associates Investment Services, Inc. | 5.79% | Add +1.0% | 251,873 | $11.6M |
| FFG Retirement Advisors LLC | 7.91% | New | 244,129 | $11.2M |
| Bond & Devick Financial Network, Inc. | 6.00% | Add +2.6% | 240,620 | $11.1M |
| Waterford Advisors, LLC | 4.61% | Add +0.1% | 236,323 | $10.9M |
| Columbus Macro, LLC | 4.02% | Reduce -9.9% | 230,246 | $10.6M |
| Avantax Advisory Services, Inc. | 0.09% | Add +16.9% | 228,069 | $10.5M |
| Apriem Advisors | 1.32% | Add +2885.6% | 227,648 | $10.5M |
| Jones Financial Companies LLLP | 0.01% | Add +11.1% | 226,430 | $10.4M |
| Myecfo, LLC | 6.01% | Add +0.7% | 222,893 | $10.3M |
| JMG Financial Group, Ltd. | 0.38% | Reduce -0.9% | 216,561 | $10.0M |
| Leavell Investment Management, Inc. | 0.57% | Reduce -0.5% | 215,487 | $9.9M |
| Blue Trust, Inc. | 0.14% | Add +64.8% | 215,180 | $9.9M |
| Pinnacle Wealth Management, LLC | 10.21% | Reduce -4.6% | 212,889 | $9.8M |
| LPL Financial LLC | 0.01% | Reduce -2.8% | 210,457 | $9.7M |
| Vantage Financial Partners, LLC | 2.57% | Add +1.1% | 207,570 | $9.5M |
| Kickstand Ventures, Llc. | 2.66% | Add +2.8% | 204,088 | $9.4M |
| Cypress Wealth Services, LLC | 2.18% | Add +15.6% | 203,377 | $9.4M |
| Integrated Wealth Concepts LLC | 0.13% | Add +8.8% | 201,502 | $9.3M |
| James J. Burns & Company, LLC | 3.19% | Reduce -29.2% | 200,633 | $9.1M |
| Creative Planning | 0.01% | Reduce -8.2% | 197,821 | $9.1M |
| WealthShield Partners, LLC | 1.46% | Add +63.6% | 196,122 | $9.0M |
| Osaic Holdings, Inc. | 0.02% | Reduce -37.9% | 195,195 | $9.0M |
| Beacon Bridge Wealth Partners, LLC | 4.16% | Add +1.6% | 191,431 | $8.8M |
| Waverly Advisors, LLC | 0.21% | Add +149.9% | 190,432 | $8.8M |
| Freestone Capital Holdings, LLC | 0.33% | Reduce -8.0% | 189,479 | $8.7M |
| Old Mission Capital LLC | 0.21% | New | 186,330 | $8.6M |
| MorganRosel Wealth Management, LLC | 3.05% | Reduce -37.0% | 185,735 | $8.5M |
| Waycross Investment Management Co | 7.82% | Add +15.4% | 182,396 | $8.4M |
| Ethos Financial Group, LLC | 1.59% | Add +7.9% | 180,326 | $8.3M |
| UBS Group AG | 0.00% | Add +38.4% | 170,421 | $7.8M |
| Northwest Investment Counselors, LLC | 1.89% | Add +5.3% | 168,491 | $7.8M |
| Focus Financial Network, Inc. | 0.37% | — | 169,133 | $7.6M |
| Raymond James & Associates | 0.01% | Add +10.8% | 162,786 | $7.5M |
| Callan Capital, LLC | 0.64% | Reduce -1.0% | 159,484 | $7.3M |
| Beacon Pointe Advisors, LLC | 0.08% | Add +2.6% | 157,254 | $7.2M |
| AE Wealth Management LLC | 0.08% | Add +15.0% | 157,229 | $7.2M |
| Kaizen Financial Strategies | 4.88% | Add +9.7% | 155,720 | $7.2M |
| Security Financial Services, INC. | 1.60% | Add +37.5% | 153,974 | $7.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -4.8% | 149,412 | $6.9M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -65.5% | 148,871 | $6.8M |
| Robertson Stephens Wealth Management, LLC | 0.37% | Add +13.8% | 148,199 | $6.8M |
| Clay Northam Wealth Management, LLC | 5.46% | Add +5.2% | 147,343 | $6.8M |
| Schneider Downs Wealth Management Advisors, LP | 1.53% | Reduce -17.5% | 143,875 | $6.6M |
| Cedar Brook Financial Partners, LLC | 1.30% | Add +31.6% | 143,066 | $6.6M |
| Independent Solutions Wealth Management, LLC | 1.54% | Add +7.3% | 140,777 | $6.5M |
| Atria Wealth Solutions, Inc. | 0.07% | Reduce -8.8% | 140,470 | $6.5M |
| Merit Financial Group, LLC | 0.15% | Add +39.7% | 142,952 | $6.5M |
| Fifth Third Securities, Inc. | 0.62% | Add +105.8% | 139,347 | $6.4M |
| Daymark Wealth Partners, LLC | 0.34% | Add +29.4% | 139,212 | $6.4M |
| Marotta Asset Management | 1.32% | Add +1.2% | 138,631 | $6.4M |
| Bogart Wealth, LLC | 0.32% | Reduce -1.1% | 133,823 | $6.2M |
| Affinity Capital Advisors, LLC | 1.36% | Add +46.4% | 132,424 | $6.1M |
| Client 1ST Advisory Group, LLC | 2.71% | Add +1.4% | 130,986 | $6.0M |
"% 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.