Schwab US Aggregate Bond ETFSCHZETF
13F holders, Q1 2025 (March 31)646holders +10
48new positions
39sold out
2famous investors
$23.14avg. 13F price*
At the end of Q1 2025, 646 institutions reported holding Schwab US Aggregate Bond ETF (SCHZ) in their 13F filings, up 10 from Q4 2024. 48 opened new positions and 39 sold out. The largest holders were JPMorgan Chase & Co. ($284.1M), Ameriprise Financial Inc. ($170.3M) and Rockbridge Investment Management, LCC ($159.9M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $37.5M |
| Exits | 39 | $38.8M |
All 13F filers, Q4 2024 → Q1 2025: 14,364,813 shares bought and 10,901,369 shares sold, net +3,463,444 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 646 holders
| JPMorgan Chase & Co. | 0.02% | Add +4.7% | 12,267,223 | $284.1M |
| Ameriprise Financial Inc. | 0.05% | Reduce -14.8% | 7,351,634 | $170.3M |
| Rockbridge Investment Management, LCC | 18.93% | Add +10.1% | 6,905,121 | $159.9M |
| Avantax Planning Partners, Inc. | 5.57% | Add +4.3% | 6,787,890 | $157.2M |
| Charles Schwab Trust Co | 10.50% | Reduce -8.3% | 5,411,514 | $125.3M |
| Financial Engines Advisors L.L.C. | 0.25% | Reduce -2.5% | 4,942,735 | $114.5M |
| OneDigital Investment Advisors LLC | 1.08% | Reduce -7.4% | 3,931,666 | $91.1M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -11.4% | 3,908,118 | $90.5M |
| Total Wealth Planning, LLC | 13.28% | Add +5.0% | 3,747,793 | $86.8M |
| Wealth Enhancement Advisory Services, LLC | 0.16% | Add +7.4% | 3,691,159 | $85.5M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -20.4% | 3,205,989 | $74.3M |
| HighTower Advisors, LLC | 0.10% | Add +3.1% | 3,186,597 | $73.8M |
| McAdam, LLC | 3.80% | Reduce -4.1% | 2,653,953 | $61.5M |
| Kohmann Bosshard Financial Services, LLC | 6.93% | Add +2.4% | 2,534,350 | $58.7M |
| Hengehold Capital Management LLC | 5.18% | Add +12.6% | 2,351,550 | $54.5M |
| Jane Street Group, LLC | 0.10% | Add +1165.6% | 2,274,341 | $52.7M |
| Morgan Stanley | 0.00% | Add +80.4% | 2,183,723 | $50.6M |
| Mariner, LLC | 0.08% | Add +3.5% | 2,153,283 | $49.9M |
| BlueSky Wealth Advisors, LLC | 7.50% | Add +2.3% | 2,088,164 | $48.4M |
| Pioneer Wealth Management Group | 19.60% | — | 1,965,005 | $45.5M |
| Destination Wealth Management | 1.23% | Reduce -30.1% | 1,691,302 | $39.2M |
| Horst & Graben Wealth Management LLC | 6.18% | Reduce -2.6% | 1,488,509 | $34.5M |
| Blue Trust, Inc. | 0.41% | Add +7.9% | 1,382,096 | $32.0M |
| Austin Private Wealth, LLC | 2.83% | Add +14.0% | 1,360,509 | $31.5M |
| Ascent Group, LLC | 1.28% | Add +260.0% | 1,291,417 | $29.9M |
| Financial Life Advisors | 10.80% | Add +2.3% | 1,251,076 | $29.0M |
| UBS Group AG | 0.01% | Add +256.4% | 1,221,592 | $28.3M |
| TruNorth Capital Management, LLC | 6.73% | Add +2.5% | 1,169,124 | $27.1M |
| Theory Financial LLC | 11.41% | Reduce -12.0% | 1,168,241 | $27.1M |
| KilterHowling LLC | 17.25% | Add +2.3% | 1,165,547 | $26.7M |
| Bank of America Corp. | 0.00% | Reduce -40.0% | 1,145,542 | $26.5M |
| ZynergyRetirementPlanningLLC | 18.76% | Add +107.2% | 1,164,805 | $26.4M |
| Integrity Alliance, Llc. | 1.04% | Add +18.4% | 1,136,753 | $26.3M |
| FLC Capital Advisors | 5.89% | Add +5.2% | 1,134,534 | $26.3M |
| Vident Advisory, LLC | 0.38% | Add +145.3% | 1,109,646 | $25.7M |
| TSA Wealth Managment LLC | 10.18% | Reduce -4.7% | 1,105,136 | $25.6M |
| Alliance Wealth Management Group | 6.80% | Add +2.0% | 1,089,446 | $25.2M |
| Towercrest Capital Management | 4.79% | Add +1.8% | 1,089,446 | $25.2M |
| Mokosak Advisory Group, LLC | 7.65% | Add +6.8% | 1,070,002 | $24.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.44% | Reduce -2.7% | 1,019,167 | $23.6M |
| Mercer Global Advisors Inc. | 0.05% | Reduce -7.2% | 1,008,813 | $23.4M |
| Phil A. Younker & Associates, Ltd. | 21.85% | Reduce -2.5% | 958,560 | $22.2M |
| Plum Street Advisors, LLC | 10.59% | Add +0.3% | 949,067 | $22.0M |
| Sanctuary Advisors, LLC | 0.15% | Reduce -2.9% | 938,147 | $21.7M |
| Jones Financial Companies LLLP | 0.02% | Add +17.0% | 918,319 | $21.2M |
| Tenret Co LLC | 11.68% | Add +5.3% | 831,405 | $19.3M |
| One Wealth Advisors, LLC | 2.86% | Add +3.3% | 826,880 | $19.2M |
| Avantax Advisory Services, Inc. | 0.11% | Reduce -12.7% | 789,936 | $18.3M |
| Revolve Wealth Partners, LLC | 2.49% | Add +1.0% | 742,926 | $17.2M |
| United Capital Financial Advisors, LLC | 0.14% | Reduce -8.0% | 726,387 | $16.8M |
| CFS Investment Advisory Services, LLC | 1.46% | Add +1.1% | 708,243 | $16.4M |
| Asset Allocation Strategies LLC | 3.90% | Add +8.5% | 677,416 | $15.7M |
| James J. Burns & Company, LLC | 2.74% | Reduce -0.7% | 659,589 | $15.3M |
| Bond & Devick Financial Network, Inc. | 5.38% | Add +133.7% | 640,411 | $14.8M |
| Mutual Advisors, LLC | 0.42% | Add +0.9% | 641,700 | $14.8M |
| Raymond James Financial Inc. | 0.01% | Add +9.0% | 637,008 | $14.8M |
| CW Advisors, LLC | 0.17% | Reduce -5.1% | 614,202 | $14.2M |
| Cedar Mountain Advisors, LLC | 3.18% | Add +8.4% | 612,616 | $14.2M |
| Cetera Investment Advisers | 0.03% | Reduce -0.2% | 605,351 | $14.0M |
| FFG Retirement Advisors LLC | 9.35% | Add +1.1% | 592,946 | $13.7M |
| Cerity Partners LLC | 0.03% | Reduce -2.5% | 592,758 | $13.7M |
| Columbus Macro, LLC | 1.77% | Reduce -0.8% | 578,548 | $13.4M |
| Moneta Group Investment Advisors LLC | 0.18% | Add +4.5% | 552,221 | $12.8M |
| Cypress Wealth Services, LLC | 2.57% | Add +0.6% | 546,533 | $12.7M |
| Revisor Wealth Management LLC | 5.60% | Add +73.3% | 544,042 | $12.6M |
| LPL Financial LLC | 0.00% | Reduce -3.4% | 531,858 | $12.3M |
| Kickstand Ventures, Llc. | 3.06% | Reduce -2.3% | 513,422 | $11.9M |
| Christensen, King & Associates Investment Services, Inc. | 5.45% | Reduce -0.1% | 497,736 | $11.5M |
| Summit Financial Strategies, Inc. | 1.15% | Add +1.1% | 493,777 | $11.4M |
| Clearview Wealth Advisors LLC | 8.40% | Reduce -0.6% | 485,694 | $11.2M |
| Myecfo, LLC | 5.91% | Add +1.1% | 482,188 | $11.2M |
| Grove Street Fiduciary, LLC | 5.56% | Reduce -0.7% | 473,240 | $11.0M |
| Apriem Advisors | 1.24% | Add +7.0% | 456,284 | $10.6M |
| Larson Financial Group LLC | 0.50% | Reduce -6.9% | 453,506 | $10.5M |
| Security Financial Services, INC. | 2.01% | Add +2.1% | 437,602 | $10.1M |
| Scarborough Advisors, LLC | 1.43% | New | 434,259 | $10.1M |
| Forthright Family Wealth Advisory LLC | 6.61% | Reduce -2.1% | 431,940 | $10.0M |
| Focus Partners Advisor Solutions, LLC | 0.15% | Reduce -18.4% | 431,831 | $10.0M |
| Mayflower Financial Advisors, LLC | 1.48% | Add +4.4% | 420,508 | $9.7M |
| Beacon Pointe Advisors, LLC | 0.11% | Reduce -1.0% | 417,685 | $9.7M |
| Creative Planning | 0.01% | Reduce -3.0% | 404,995 | $9.4M |
| Cwm, LLC | 0.04% | Add +4.8% | 404,656 | $9.4M |
| Affinity Capital Advisors, LLC | 1.82% | Add +45.1% | 403,861 | $9.2M |
| Focus Financial Network, Inc. | 0.37% | Add +3.8% | 393,657 | $9.1M |
| Signature Estate & Investment Advisors LLC | 0.23% | Add +6.3% | 384,254 | $8.9M |
| IFP Advisors, Inc | 0.26% | Add +10.9% | 367,891 | $8.5M |
| Leavell Investment Management, Inc. | 0.42% | Reduce -5.4% | 364,320 | $8.4M |
| Brady Martz Wealth Solutions, LLC | 1.90% | Reduce -14.8% | 362,081 | $8.4M |
| Merit Financial Group, LLC | 0.12% | Reduce -2.2% | 357,166 | $8.3M |
| MorganRosel Wealth Management, LLC | 2.50% | Reduce -1.2% | 355,779 | $8.2M |
| AE Wealth Management LLC | 0.07% | Add +6.9% | 353,589 | $8.2M |
| Tempus Wealth Planning, LLC | 2.41% | Add +18.6% | 348,284 | $8.1M |
| Waterford Advisors, LLC | 3.32% | New | 345,285 | $8.0M |
| Waverly Advisors, LLC | 0.10% | Add +0.7% | 343,005 | $7.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -0.1% | 335,176 | $7.8M |
| Savant Capital, LLC | 0.06% | Add +172.8% | 322,999 | $7.5M |
| Callan Capital, LLC | 0.54% | Reduce -1.8% | 316,402 | $7.3M |
| Spectrum Planning & Advisory Services Inc. | 6.09% | Add +19.9% | 315,850 | $7.3M |
| Avior Wealth Management, LLC | 0.27% | Add +12.6% | 303,563 | $7.0M |
| WealthShield Partners, LLC | 0.90% | Add +0.5% | 302,295 | $7.0M |
"% 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.