Schwab US Aggregate Bond ETFSCHZETF
13F holders, Q4 2024 (December 31)636holders +45
47new positions
45sold out
2famous investors
$22.80avg. 13F price*
At the end of Q4 2024, 636 institutions reported holding Schwab US Aggregate Bond ETF (SCHZ) in their 13F filings, up 45 from Q3 2024. 47 opened new positions and 45 sold out. The largest holders were JPMorgan Chase & Co. ($266.1M), Ameriprise Financial Inc. ($195.9M) and Avantax Planning Partners, Inc. ($147.8M). 2 famous investors held it, including 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $60.5M |
| Exits | 45 | $31.9M |
All 13F filers, Q3 2024 → Q4 2024: 14,838,663 shares bought and 13,179,501 shares sold, net +1,659,162 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 636 holders
| JPMorgan Chase & Co. | 0.02% | Reduce -7.4% | 11,720,512 | $266.1M |
| Ameriprise Financial Inc. | 0.05% | Add +4.0% | 8,631,799 | $195.9M |
| Avantax Planning Partners, Inc. | 5.33% | Add +3.8% | 6,511,229 | $147.8M |
| Rockbridge Investment Management, LCC | 18.24% | Add +10.1% | 6,270,198 | $142.3M |
| Charles Schwab Trust Co | 11.50% | Add +1.7% | 5,898,795 | $133.9M |
| Financial Engines Advisors L.L.C. | 0.24% | Add +0.4% | 5,070,153 | $115.1M |
| Envestnet Asset Management Inc. | 0.03% | Add +7.8% | 4,412,953 | $100.2M |
| OneDigital Investment Advisors LLC | 1.12% | Add +28.3% | 4,245,657 | $96.4M |
| Goldman Sachs Group Inc. | 0.02% | Add +23.4% | 4,029,490 | $91.5M |
| Total Wealth Planning, LLC | 12.62% | Add +6.9% | 3,569,169 | $81.0M |
| Wealth Enhancement Advisory Services, LLC | 0.15% | Reduce -0.8% | 3,436,591 | $78.0M |
| HighTower Advisors, LLC | 0.10% | Add +6.3% | 3,091,537 | $70.2M |
| McAdam, LLC | 3.43% | Reduce -2.8% | 2,768,143 | $62.8M |
| Kohmann Bosshard Financial Services, LLC | 6.74% | Add +6.9% | 2,474,865 | $56.2M |
| Destination Wealth Management | 1.72% | Add +14.4% | 2,419,062 | $54.9M |
| Hengehold Capital Management LLC | 4.46% | Add +4.5% | 2,088,600 | $47.4M |
| Mariner, LLC | 0.08% | Add +8.2% | 2,079,620 | $47.2M |
| BlueSky Wealth Advisors, LLC | 7.24% | Add +2.5% | 2,041,533 | $46.3M |
| Bank of America Corp. | 0.00% | Add +83.0% | 1,908,363 | $43.3M |
| Horst & Graben Wealth Management LLC | 6.18% | Add +8.2% | 1,528,884 | $34.7M |
| Theory Financial LLC | 12.60% | Reduce -46.9% | 1,326,998 | $30.1M |
| Blue Trust, Inc. | 0.37% | Add +42.0% | 1,280,939 | $29.1M |
| Financial Life Advisors | 10.43% | Add +6.4% | 1,223,571 | $27.8M |
| Morgan Stanley | 0.00% | Add +11.9% | 1,210,791 | $27.5M |
| Austin Private Wealth, LLC | 2.54% | Add +11.7% | 1,193,675 | $27.1M |
| ZynergyRetirementPlanningLLC | 18.82% | Reduce -50.0% | 562,226 | $26.7M |
| TSA Wealth Managment LLC | 10.71% | Reduce -4.8% | 1,159,479 | $26.3M |
| TruNorth Capital Management, LLC | 7.08% | Reduce -15.4% | 1,140,638 | $25.9M |
| KilterHowling LLC | 14.79% | Add +43.3% | 1,139,786 | $25.9M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -46.9% | 1,087,512 | $24.7M |
| FLC Capital Advisors | 5.63% | Add +3.9% | 1,078,446 | $24.5M |
| Towercrest Capital Management | 3.93% | Reduce -2.9% | 1,070,411 | $24.3M |
| Alliance Wealth Management Group | 6.49% | Reduce -2.7% | 1,067,905 | $24.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.46% | Add +4.1% | 1,047,541 | $23.8M |
| Mokosak Advisory Group, LLC | 6.82% | Add +2.4% | 1,001,495 | $22.7M |
| Phil A. Younker & Associates, Ltd. | 22.30% | — | 983,037 | $22.3M |
| Sanctuary Advisors, LLC | 0.14% | Reduce -45.5% | 965,775 | $22.1M |
| Integrity Alliance, Llc. | 2.36% | — | 960,278 | $21.8M |
| Plum Street Advisors, LLC | 10.60% | Add +11.4% | 946,061 | $21.5M |
| Avantax Advisory Services, Inc. | 0.13% | Add +26.8% | 904,748 | $20.5M |
| One Wealth Advisors, LLC | 2.70% | Add +7.0% | 800,443 | $18.2M |
| Tenret Co LLC | 11.29% | Add +1.6% | 789,769 | $17.9M |
| United Capital Financial Advisors, LLC | 0.15% | Add +4.0% | 789,612 | $17.9M |
| Jones Financial Companies LLLP | 0.02% | Add +21.7% | 784,954 | $17.8M |
| Revolve Wealth Partners, LLC | 2.45% | Add +7.2% | 735,257 | $16.7M |
| CFS Investment Advisory Services, LLC | 1.43% | Add +5.6% | 700,711 | $15.9M |
| James J. Burns & Company, LLC | 2.62% | Add +20.7% | 664,069 | $15.1M |
| CW Advisors, LLC | 0.20% | Add +0.9% | 647,411 | $14.7M |
| Mutual Advisors, LLC | 0.42% | Reduce -50.6% | 635,877 | $14.4M |
| Asset Allocation Strategies LLC | 3.41% | Add +142.8% | 624,193 | $14.2M |
| Cerity Partners LLC | 0.03% | Add +70.0% | 607,649 | $13.8M |
| Cetera Investment Advisers | 0.03% | Reduce -8.6% | 606,297 | $13.8M |
| FFG Retirement Advisors LLC | 8.70% | Add +2.7% | 586,688 | $13.3M |
| Raymond James Financial Inc. | 0.00% | — | 584,306 | $13.3M |
| Columbus Macro, LLC | 1.84% | Add +13.3% | 583,335 | $13.2M |
| Bond & Devick Financial Network, Inc. | 5.57% | Reduce -50.0% | 274,050 | $13.0M |
| Cedar Mountain Advisors, LLC | 2.82% | Reduce -4.7% | 564,879 | $12.8M |
| LPL Financial LLC | 0.01% | Add +28.4% | 550,826 | $12.5M |
| Cypress Wealth Services, LLC | 2.48% | Add +4.6% | 543,203 | $12.3M |
| Focus Partners Advisor Solutions, LLC | 0.20% | New | 529,036 | $12.0M |
| Moneta Group Investment Advisors LLC | 0.17% | Reduce -47.7% | 528,685 | $12.0M |
| Kickstand Ventures, Llc. | 3.05% | Add +4.7% | 525,492 | $11.9M |
| Christensen, King & Associates Investment Services, Inc. | 5.29% | Reduce -0.6% | 498,094 | $11.3M |
| Clearview Wealth Advisors LLC | 8.43% | Add +3.9% | 488,707 | $11.1M |
| Summit Financial Strategies, Inc. | 1.22% | Add +151.4% | 488,460 | $11.1M |
| Larson Financial Group LLC | 0.57% | Reduce -6.4% | 487,070 | $11.1M |
| Myecfo, LLC | 5.84% | Add +1.8% | 476,763 | $10.8M |
| Grove Street Fiduciary, LLC | 5.68% | — | 476,748 | $10.8M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +38.2% | 460,371 | $10.4M |
| Osaic Holdings, Inc. | 0.02% | Reduce -2.5% | 455,913 | $10.3M |
| Vident Advisory, LLC | 0.18% | New | 452,286 | $10.3M |
| Forthright Family Wealth Advisory LLC | 6.51% | Reduce -45.6% | 441,337 | $10.0M |
| Security Financial Services, INC. | 1.98% | Reduce -35.9% | 428,655 | $9.7M |
| Apriem Advisors | 1.11% | Reduce -0.3% | 426,245 | $9.7M |
| Beacon Pointe Advisors, LLC | 0.11% | Reduce -2.3% | 421,946 | $9.6M |
| Brady Martz Wealth Solutions, LLC | 2.31% | — | 425,198 | $9.6M |
| Creative Planning | 0.01% | Add +5.6% | 417,618 | $9.5M |
| Mayflower Financial Advisors, LLC | 1.37% | Add +12.4% | 402,699 | $9.1M |
| Cwm, LLC | 0.04% | Add +86.9% | 386,105 | $8.8M |
| Leavell Investment Management, Inc. | 0.43% | Reduce -2.3% | 385,045 | $8.7M |
| Focus Financial Network, Inc. | 0.34% | Add +6.8% | 379,368 | $8.6M |
| Merit Financial Group, LLC | 0.15% | Add +478.9% | 365,092 | $8.3M |
| Signature Estate & Investment Advisors LLC | 0.21% | Add +4.4% | 361,502 | $8.2M |
| MorganRosel Wealth Management, LLC | 2.68% | Add +1.4% | 360,128 | $8.2M |
| Atria Wealth Solutions, Inc. | 0.09% | Add +28.8% | 358,933 | $8.1M |
| Ascent Group, LLC | 0.61% | Reduce -26.5% | 358,746 | $8.1M |
| UBS Group AG | 0.00% | Add +1.1% | 342,779 | $7.8M |
| Waverly Advisors, LLC | 0.12% | Reduce -13.4% | 340,511 | $7.7M |
| Citadel Advisors | 0.01% | Add +290.1% | 336,701 | $7.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +40.5% | 335,656 | $7.6M |
| IFP Advisors, Inc | 0.25% | Add +24.2% | 331,754 | $7.5M |
| AE Wealth Management LLC | 0.06% | Add +12.6% | 330,828 | $7.5M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +105.9% | 328,971 | $7.5M |
| Callan Capital, LLC | 0.53% | Add +0.3% | 322,031 | $7.3M |
| Milestone Asset Management, LLC | 1.59% | New | 317,155 | $7.2M |
| Revisor Wealth Management LLC | 6.57% | Add +334.4% | 313,998 | $7.1M |
| Reston Wealth Management LLC | 2.59% | Add +13.8% | 306,303 | $7.0M |
| Integrated Wealth Concepts LLC | 0.08% | Reduce -25.8% | 304,841 | $6.9M |
| Client 1ST Advisory Group, LLC | 2.64% | Add +12.8% | 302,071 | $6.9M |
| WealthShield Partners, LLC | 0.97% | Reduce -30.5% | 300,686 | $6.8M |
"% 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.