Schwab US Aggregate Bond ETFSCHZETF
13F holders, Q3 2024 (September 30)591holders −2
45new positions
43sold out
3famous investors
$45.24avg. 13F price*
At the end of Q3 2024, 591 institutions reported holding Schwab US Aggregate Bond ETF (SCHZ) in their 13F filings, down 2 from Q2 2024. 45 opened new positions and 43 sold out. The largest holders were JPMorgan Chase & Co. ($300.8M), Ameriprise Financial Inc. ($197.3M) and Avantax Planning Partners, Inc. ($149.0M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $45.0M |
| Exits | 43 | $1.6B |
All 13F filers, Q2 2024 → Q3 2024: 12,731,244 shares bought and 37,447,671 shares sold, net −24,716,427 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 591 holders
| JPMorgan Chase & Co. | 0.02% | Add +12.2% | 6,330,057 | $300.8M |
| Ameriprise Financial Inc. | 0.05% | Add +54.7% | 4,150,430 | $197.3M |
| Avantax Planning Partners, Inc. | 5.34% | Reduce -7.7% | 3,135,279 | $149.0M |
| Charles Schwab Trust Co | 11.90% | Add +87.5% | 2,900,621 | $137.8M |
| Rockbridge Investment Management, LCC | 17.53% | Add +10.2% | 2,848,603 | $135.4M |
| Financial Engines Advisors L.L.C. | 0.25% | Reduce -0.7% | 2,525,055 | $119.6M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -5.3% | 2,047,586 | $97.3M |
| Wealth Enhancement Advisory Services, LLC | 0.18% | Reduce -2.2% | 1,732,248 | $82.3M |
| Total Wealth Planning, LLC | 12.38% | Add +16.5% | 1,669,016 | $79.3M |
| OneDigital Investment Advisors LLC | 0.90% | Reduce -2.4% | 1,654,617 | $78.6M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -3.5% | 1,633,067 | $77.6M |
| HighTower Advisors, LLC | 0.10% | Add +7.3% | 1,454,892 | $69.1M |
| McAdam, LLC | 3.80% | Reduce -16.6% | 1,423,928 | $67.7M |
| Kohmann Bosshard Financial Services, LLC | 6.83% | Add +3.7% | 1,157,306 | $55.0M |
| Destination Wealth Management | 1.56% | Reduce -2.5% | 1,057,047 | $50.2M |
| Hengehold Capital Management LLC | 4.50% | Add +1.9% | 999,215 | $47.5M |
| BlueSky Wealth Advisors, LLC | 7.35% | Add +5.8% | 995,941 | $47.3M |
| Mariner, LLC | 0.08% | Add +25.7% | 960,753 | $45.7M |
| Horst & Graben Wealth Management LLC | 6.03% | Add +0.8% | 706,414 | $33.6M |
| TruNorth Capital Management, LLC | 9.49% | Add +8.2% | 674,065 | $32.0M |
| Alera Investment Advisors, LLC | 3.60% | Add +139.2% | 645,468 | $30.7M |
| TSA Wealth Managment LLC | 11.66% | Add +18.0% | 609,155 | $28.9M |
| Theory Financial LLC | 12.72% | Add +112.0% | 1,249,993 | $28.9M |
| Financial Life Advisors | 10.32% | Add +7.8% | 574,848 | $27.3M |
| ZynergyRetirementPlanningLLC | 18.82% | Add +3.5% | 562,226 | $26.7M |
| Towercrest Capital Management | 4.22% | Add +1.6% | 551,284 | $26.2M |
| Alliance Wealth Management Group | 6.94% | Add +1.6% | 548,944 | $26.1M |
| Pioneer Wealth Management Group | 12.38% | Add +64.5% | 546,321 | $26.0M |
| Morgan Stanley | 0.00% | Add +3.6% | 541,141 | $25.7M |
| Austin Private Wealth, LLC | 2.50% | Add +5.5% | 534,280 | $25.4M |
| Bank of America Corp. | 0.00% | Add +2.9% | 521,405 | $24.8M |
| FLC Capital Advisors | 5.69% | Add +3.2% | 518,968 | $24.7M |
| Mercer Global Advisors Inc. | 0.06% | Add +99.7% | 1,023,083 | $24.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.55% | Reduce -1.1% | 503,235 | $23.9M |
| Mokosak Advisory Group, LLC | 6.97% | Add +2.5% | 488,832 | $23.2M |
| Blue Trust, Inc. | 0.27% | Add +109.7% | 451,188 | $20.6M |
| Sanctuary Advisors, LLC | 0.13% | Add +92.7% | 885,359 | $20.3M |
| Plum Street Advisors, LLC | 10.22% | Add +9.5% | 424,701 | $20.2M |
| KilterHowling LLC | 11.87% | Add +4.7% | 397,708 | $18.9M |
| Tenret Co LLC | 11.62% | Add +10.6% | 388,844 | $18.5M |
| United Capital Financial Advisors, LLC | 0.15% | Reduce -1.8% | 379,517 | $18.0M |
| One Wealth Advisors, LLC | 2.73% | New | 373,999 | $17.8M |
| Avantax Advisory Services, Inc. | 0.11% | Add +16.3% | 356,901 | $17.0M |
| Revolve Wealth Partners, LLC | 2.49% | Add +9.4% | 342,877 | $16.3M |
| Security Financial Services, INC. | 3.23% | Add +105.3% | 334,181 | $15.9M |
| CFS Investment Advisory Services, LLC | 1.32% | Reduce -0.5% | 331,774 | $15.8M |
| Cetera Investment Advisers | 0.03% | Reduce -0.2% | 331,536 | $15.8M |
| Jones Financial Companies LLLP | 0.02% | Add +24.0% | 322,532 | $15.4M |
| CW Advisors, LLC | 0.20% | Add +0.8% | 320,710 | $15.2M |
| Mutual Advisors, LLC | 0.44% | Add +124.4% | 643,301 | $14.9M |
| Cedar Mountain Advisors, LLC | 3.18% | Add +34780.8% | 296,487 | $14.1M |
| FFG Retirement Advisors LLC | 8.84% | Add +13.9% | 285,755 | $13.6M |
| James J. Burns & Company, LLC | 2.36% | Reduce -4.9% | 275,067 | $13.1M |
| Bond & Devick Financial Network, Inc. | 5.57% | Add +6.7% | 274,050 | $13.0M |
| Larson Financial Group LLC | 0.70% | Reduce -4.3% | 260,268 | $12.4M |
| Cypress Wealth Services, LLC | 2.55% | Add +12.8% | 259,690 | $12.3M |
| Moneta Group Investment Advisors LLC | 0.17% | Add +100.5% | 505,344 | $12.0M |
| Kickstand Ventures, Llc. | 3.04% | Add +4.7% | 251,032 | $11.9M |
| Christensen, King & Associates Investment Services, Inc. | 5.60% | Reduce -0.5% | 250,578 | $11.9M |
| Ascent Group, LLC | 0.88% | Add +192.7% | 243,964 | $11.6M |
| Clearview Wealth Advisors LLC | 8.62% | Add +13.6% | 235,266 | $11.2M |
| Myecfo, LLC | 6.03% | Add +2.5% | 234,106 | $11.1M |
| Osaic Holdings, Inc. | 0.03% | Add +1.7% | 233,793 | $11.1M |
| WealthShield Partners, LLC | 1.39% | Add +6.8% | 216,183 | $10.3M |
| Beacon Pointe Advisors, LLC | 0.12% | Add +8.3% | 215,844 | $10.3M |
| LPL Financial LLC | 0.00% | Reduce -4.3% | 214,556 | $10.2M |
| Apriem Advisors | 1.19% | Add +79.4% | 213,822 | $10.2M |
| Columbus Macro, LLC | 3.66% | Add +16.9% | 257,525 | $10.1M |
| Integrated Wealth Concepts LLC | 0.12% | Reduce -4.4% | 205,313 | $9.8M |
| Members Advisory Group LLC | 4.72% | Reduce -9.9% | 198,676 | $9.4M |
| Forthright Family Wealth Advisory LLC | 6.06% | Add +184.7% | 405,421 | $9.4M |
| Ethos Financial Group, LLC | 1.56% | Add +4.5% | 197,749 | $9.4M |
| Creative Planning | 0.01% | Add +3.0% | 197,671 | $9.4M |
| Leavell Investment Management, Inc. | 0.47% | Reduce -2.6% | 197,125 | $9.4M |
| Waverly Advisors, LLC | 0.17% | Add +6.6% | 196,714 | $9.3M |
| Northwest Investment Counselors, LLC | 2.03% | Add +9.0% | 188,643 | $9.0M |
| Mayflower Financial Advisors, LLC | 1.28% | Add +8.4% | 179,063 | $8.5M |
| Cerity Partners LLC | 0.02% | Add +155.7% | 178,681 | $8.5M |
| MorganRosel Wealth Management, LLC | 2.78% | Add +0.8% | 177,671 | $8.4M |
| Focus Financial Network, Inc. | 0.34% | Add +3.2% | 177,526 | $8.4M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -0.6% | 174,389 | $8.3M |
| Signature Estate & Investment Advisors LLC | 0.19% | Add +6.5% | 173,117 | $8.2M |
| Robertson Stephens Wealth Management, LLC | 0.30% | Reduce -1.9% | 171,090 | $8.1M |
| UBS Group AG | 0.00% | Add +0.4% | 169,559 | $8.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +10.3% | 166,518 | $7.9M |
| Callan Capital, LLC | 0.53% | Add +3.0% | 160,524 | $7.6M |
| Freestone Capital Holdings, LLC | 0.26% | Reduce -5.7% | 156,013 | $7.4M |
| Independent Solutions Wealth Management, LLC | 1.66% | Add +9.8% | 153,990 | $7.3M |
| Clay Northam Wealth Management, LLC | 4.98% | Add +2.1% | 152,214 | $7.2M |
| Wakefield Asset Management LLLP | 2.32% | Add +11.3% | 150,414 | $7.1M |
| AE Wealth Management LLC | 0.06% | Reduce -8.2% | 146,928 | $7.0M |
| Marotta Asset Management | 1.35% | Add +1.6% | 144,366 | $6.9M |
| Spectrum Planning & Advisory Services Inc. | 6.41% | Reduce -0.1% | 140,262 | $6.7M |
| Atria Wealth Solutions, Inc. | 0.07% | Reduce -1.7% | 139,366 | $6.6M |
| TPG Advisors LLC | 5.12% | Add +3.4% | 137,792 | $6.5M |
| Reston Wealth Management LLC | 2.31% | Add +4.5% | 134,529 | $6.4M |
| Tempus Wealth Planning, LLC | 2.34% | Add +5.5% | 134,390 | $6.4M |
| Client 1ST Advisory Group, LLC | 2.53% | Add +9.3% | 133,921 | $6.4M |
| IFP Advisors, Inc | 0.23% | Add +7.6% | 133,564 | $6.3M |
| Fifth Third Securities, Inc. | 0.59% | Reduce -6.0% | 131,701 | $6.3M |
"% 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.