Schwab US Aggregate Bond ETFSCHZETF
13F holders, Q2 2024 (June 30)593holders +24
42new positions
36sold out
2famous investors
$45.52avg. 13F price*
At the end of Q2 2024, 593 institutions reported holding Schwab US Aggregate Bond ETF (SCHZ) in their 13F filings, up 24 from Q1 2024. 42 opened new positions and 36 sold out. The largest holders were Charles Schwab Investment Management Inc. ($1.5B), JPMorgan Chase & Co. ($257.1M) and Avantax Planning Partners, Inc. ($154.9M). 2 famous investors held it, including 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $128.3M |
| Exits | 36 | $58.7M |
All 13F filers, Q1 2024 → Q2 2024: 9,150,928 shares bought and 4,741,497 shares sold, net +4,409,431 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 593 holders
| Charles Schwab Investment Management Inc. | 0.29% | Add +5.1% | 33,808,323 | $1.5B |
| JPMorgan Chase & Co. | 0.02% | Add +26.0% | 5,640,659 | $257.1M |
| Avantax Planning Partners, Inc. | 4.98% | Reduce -5.5% | 3,398,417 | $154.9M |
| Ameriprise Financial Inc. | 0.03% | Add +4.8% | 2,683,639 | $122.4M |
| Rockbridge Investment Management, LCC | 16.70% | Add +6.2% | 2,585,131 | $117.8M |
| Financial Engines Advisors L.L.C. | 0.26% | Add +2.3% | 2,543,619 | $115.9M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -2.7% | 2,161,583 | $98.5M |
| Wealth Enhancement Advisory Services, LLC | 0.19% | Reduce -4.6% | 1,770,492 | $80.7M |
| McAdam, LLC | 4.68% | Add +4.9% | 1,707,663 | $77.8M |
| OneDigital Investment Advisors LLC | 0.97% | Add +1.1% | 1,695,276 | $77.3M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -2.5% | 1,691,700 | $77.1M |
| Charles Schwab Trust Co | 6.52% | Add +9.8% | 1,547,032 | $70.5M |
| Total Wealth Planning, LLC | 10.86% | Add +25.1% | 1,432,849 | $66.2M |
| HighTower Advisors, LLC | 0.10% | Reduce -4.2% | 1,355,500 | $61.8M |
| Kohmann Bosshard Financial Services, LLC | 6.85% | Add +36.1% | 1,115,875 | $50.9M |
| Destination Wealth Management | 1.63% | Reduce -9.3% | 1,084,161 | $49.4M |
| Hengehold Capital Management LLC | 4.65% | Add +0.9% | 980,525 | $44.7M |
| BlueSky Wealth Advisors, LLC | 7.22% | New | 941,446 | $42.9M |
| Mariner, LLC | 0.07% | Add +16.1% | 764,410 | $34.8M |
| Horst & Graben Wealth Management LLC | 6.10% | Add +0.4% | 700,892 | $31.9M |
| TruNorth Capital Management, LLC | 9.22% | Add +7.3% | 623,215 | $28.4M |
| Theory Financial LLC | 12.71% | Add +2.0% | 589,729 | $26.9M |
| ZynergyRetirementPlanningLLC | 18.96% | — | 543,450 | $24.8M |
| Towercrest Capital Management | 4.07% | Add +1.9% | 542,867 | $24.7M |
| Alliance Wealth Management Group | 7.03% | Add +4.4% | 540,527 | $24.6M |
| Financial Life Advisors | 9.87% | Add +6.1% | 533,395 | $24.3M |
| Morgan Stanley | 0.00% | Add +1.3% | 522,460 | $23.8M |
| TSA Wealth Managment LLC | 10.03% | Add +16.6% | 516,104 | $23.5M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -7.5% | 512,342 | $23.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.50% | Add +0.7% | 509,053 | $23.2M |
| Bank of America Corp. | 0.00% | Add +3.1% | 506,894 | $23.1M |
| Austin Private Wealth, LLC | 2.49% | Add +5.2% | 506,459 | $23.1M |
| FLC Capital Advisors | 5.64% | New | 502,765 | $22.9M |
| Mokosak Advisory Group, LLC | 7.19% | Add +2.3% | 477,147 | $21.7M |
| Sanctuary Advisors, LLC | 0.15% | — | 459,469 | $20.6M |
| Plum Street Advisors, LLC | 10.31% | Reduce -8.7% | 387,912 | $17.7M |
| United Capital Financial Advisors, LLC | 0.15% | Reduce -1.2% | 386,547 | $17.6M |
| KilterHowling LLC | 11.79% | Reduce -41.6% | 379,782 | $17.3M |
| Tenret Co LLC | 11.10% | Add +2.5% | 351,642 | $16.0M |
| CFS Investment Advisory Services, LLC | 1.23% | New | 333,281 | $15.2M |
| Cetera Investment Advisers | 0.03% | Reduce -2.1% | 332,321 | $15.1M |
| Pioneer Wealth Management Group | 8.04% | Add +15.3% | 332,007 | $15.1M |
| CW Advisors, LLC | 0.23% | Add +3.1% | 318,006 | $14.5M |
| FAS Wealth Partners, Inc. | 1.25% | Reduce -0.7% | 317,946 | $14.5M |
| Revolve Wealth Partners, LLC | 2.36% | Add +11.3% | 313,480 | $14.3M |
| Avantax Advisory Services, Inc. | 0.10% | Add +34.6% | 307,017 | $14.0M |
| Mutual Advisors, LLC | 0.40% | Add +5.2% | 286,711 | $13.2M |
| James J. Burns & Company, LLC | 2.59% | Add +44.2% | 289,241 | $13.2M |
| Advisors Preferred, LLC | 2.26% | New | 289,240 | $13.1M |
| Larson Financial Group LLC | 0.85% | Reduce -11.2% | 271,990 | $12.4M |
| Alera Investment Advisors, LLC | 1.48% | New | 269,879 | $12.3M |
| Jones Financial Companies LLLP | 0.01% | Add +14.9% | 260,078 | $11.9M |
| Bond & Devick Financial Network, Inc. | 6.27% | Add +6.7% | 256,776 | $11.7M |
| Moneta Group Investment Advisors LLC | 0.18% | Reduce -0.0% | 252,109 | $11.5M |
| Christensen, King & Associates Investment Services, Inc. | 5.66% | Reduce -0.0% | 251,820 | $11.5M |
| FFG Retirement Advisors LLC | 7.97% | Add +2.8% | 250,946 | $11.4M |
| Kickstand Ventures, Llc. | 2.99% | Add +17.5% | 239,817 | $10.9M |
| Waterford Advisors, LLC | 4.49% | Reduce -0.6% | 234,842 | $10.7M |
| Cypress Wealth Services, LLC | 2.34% | Add +13.2% | 230,184 | $10.5M |
| Osaic Holdings, Inc. | 0.02% | Add +17.8% | 229,844 | $10.5M |
| Myecfo, LLC | 6.00% | Add +2.5% | 228,385 | $10.4M |
| LPL Financial LLC | 0.01% | Add +6.5% | 224,095 | $10.2M |
| Members Advisory Group LLC | 5.49% | Reduce -14.1% | 220,631 | $10.1M |
| Columbus Macro, LLC | 3.88% | Reduce -4.4% | 220,195 | $10.0M |
| Blue Trust, Inc. | 0.14% | No change | 215,180 | $9.9M |
| Integrated Wealth Concepts LLC | 0.13% | Add +6.6% | 214,745 | $9.8M |
| Vantage Financial Partners, LLC | 2.53% | Add +3.0% | 213,716 | $9.7M |
| Clearview Wealth Advisors LLC | 8.24% | Add +98.1% | 207,099 | $9.4M |
| Jane Street Group, LLC | 0.01% | Add +855.5% | 203,395 | $9.3M |
| WealthShield Partners, LLC | 1.41% | Add +3.3% | 202,516 | $9.2M |
| Leavell Investment Management, Inc. | 0.51% | Reduce -6.1% | 202,372 | $9.2M |
| Beacon Pointe Advisors, LLC | 0.11% | Add +26.8% | 199,381 | $9.1M |
| Creative Planning | 0.01% | Reduce -2.9% | 192,011 | $8.8M |
| Ethos Financial Group, LLC | 1.53% | Add +5.0% | 189,250 | $8.6M |
| Waverly Advisors, LLC | 0.16% | Reduce -3.1% | 184,462 | $8.4M |
| JMG Financial Group, Ltd. | 0.31% | Reduce -15.6% | 182,682 | $8.3M |
| Merit Financial Group, LLC | 0.18% | Add +25.4% | 179,325 | $8.2M |
| MorganRosel Wealth Management, LLC | 2.84% | Reduce -5.1% | 176,225 | $8.0M |
| Waycross Investment Management Co | 7.72% | Reduce -3.8% | 175,505 | $8.0M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +17.9% | 175,449 | $8.0M |
| Focus Financial Network, Inc. | 0.34% | Add +1.7% | 171,994 | $8.0M |
| Robertson Stephens Wealth Management, LLC | 0.42% | Add +17.6% | 174,360 | $7.9M |
| Northwest Investment Counselors, LLC | 1.97% | Add +2.7% | 173,021 | $7.9M |
| UBS Group AG | 0.00% | Reduce -0.9% | 168,818 | $7.7M |
| Freestone Capital Holdings, LLC | 0.27% | Reduce -12.7% | 165,407 | $7.5M |
| Mayflower Financial Advisors, LLC | 1.24% | Add +30.9% | 165,124 | $7.5M |
| Security Financial Services, INC. | 1.61% | Add +5.7% | 162,752 | $7.4M |
| Signature Estate & Investment Advisors LLC | 0.19% | New | 162,551 | $7.4M |
| AE Wealth Management LLC | 0.07% | Add +1.8% | 160,085 | $7.3M |
| Callan Capital, LLC | 0.58% | Reduce -2.2% | 155,909 | $7.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +1.1% | 151,038 | $6.9M |
| Clay Northam Wealth Management, LLC | 5.15% | Add +1.1% | 149,019 | $6.8M |
| Forthright Family Wealth Advisory LLC | 4.18% | Add +13.2% | 142,394 | $6.5M |
| Atria Wealth Solutions, Inc. | 0.07% | Add +0.9% | 141,733 | $6.5M |
| Spectrum Planning & Advisory Services Inc. | 6.20% | — | 140,359 | $6.4M |
| Marotta Asset Management | 1.33% | Add +2.5% | 142,034 | $6.4M |
| Independent Solutions Wealth Management, LLC | 1.47% | Reduce -0.4% | 140,259 | $6.4M |
| Fifth Third Securities, Inc. | 0.59% | Add +0.6% | 140,140 | $6.4M |
| TNF LLC | 2.30% | Add +3.5% | 136,393 | $6.3M |
| Wakefield Asset Management LLLP | 2.16% | Add +4.5% | 135,157 | $6.2M |
"% 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.