Schwab US Aggregate Bond ETFSCHZETF
13F holders, Q2 2025 (June 30)644holders −2
41new positions
43sold out
1famous investor
$23.19avg. 13F price*
At the end of Q2 2025, 644 institutions reported holding Schwab US Aggregate Bond ETF (SCHZ) in their 13F filings, down 2 from Q1 2025. 41 opened new positions and 43 sold out. The largest holders were JPMorgan Chase & Co. ($288.8M), Ameriprise Financial Inc. ($173.4M) and Rockbridge Investment Management, LCC ($171.6M). One famous investor held it 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $49.7M |
| Exits | 43 | $80.8M |
All 13F filers, Q1 2025 → Q2 2025: 9,832,695 shares bought and 15,494,294 shares sold, net −5,661,599 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 644 holders
| JPMorgan Chase & Co. | 0.02% | Add +1.3% | 12,425,217 | $288.8M |
| Ameriprise Financial Inc. | 0.04% | Add +1.3% | 7,450,294 | $173.4M |
| Rockbridge Investment Management, LCC | 18.39% | Add +6.9% | 7,382,880 | $171.6M |
| Avantax Planning Partners, Inc. | 5.15% | Add +3.0% | 6,987,851 | $162.4M |
| Charles Schwab Trust Co | 9.74% | Add +3.2% | 5,587,068 | $129.8M |
| Financial Engines Advisors L.L.C. | 0.23% | Reduce -0.8% | 4,903,010 | $113.9M |
| Envestnet Asset Management Inc. | 0.03% | Add +2.4% | 4,002,318 | $93.0M |
| Total Wealth Planning, LLC | 11.18% | Add +1.6% | 3,807,960 | $88.5M |
| HighTower Advisors, LLC | 0.11% | Add +14.6% | 3,651,599 | $84.9M |
| OneDigital Investment Advisors LLC | 0.94% | Reduce -7.2% | 3,649,356 | $84.8M |
| Wealth Enhancement Advisory Services, LLC | 0.14% | Reduce -3.0% | 3,579,337 | $82.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +6.9% | 3,425,936 | $79.6M |
| Kohmann Bosshard Financial Services, LLC | 6.76% | Add +2.9% | 2,608,946 | $60.6M |
| Pioneer Wealth Management Group | 19.18% | Add +13.3% | 2,226,231 | $51.7M |
| BlueSky Wealth Advisors, LLC | 7.17% | Add +1.7% | 2,123,549 | $49.4M |
| Mariner, LLC | 0.07% | Reduce -2.2% | 2,105,158 | $48.9M |
| McAdam, LLC | 2.17% | Reduce -35.7% | 1,707,052 | $39.7M |
| Destination Wealth Management | 1.00% | Reduce -13.3% | 1,465,975 | $34.1M |
| Blue Trust, Inc. | 0.40% | Add +5.7% | 1,460,232 | $33.9M |
| Horst & Graben Wealth Management LLC | 5.34% | Reduce -6.8% | 1,387,242 | $32.2M |
| UBS Group AG | 0.01% | Add +10.7% | 1,351,854 | $31.4M |
| Financial Life Advisors | 10.29% | Add +3.5% | 1,294,208 | $30.1M |
| Austin Private Wealth, LLC | 2.32% | Reduce -7.5% | 1,258,004 | $29.2M |
| Vident Advisory, LLC | 0.32% | Add +10.2% | 1,223,302 | $28.4M |
| ZynergyRetirementPlanningLLC | 19.05% | Add +4.9% | 1,221,958 | $28.4M |
| KilterHowling LLC | 16.49% | Add +2.2% | 1,190,816 | $27.7M |
| Daymark Wealth Partners, LLC | 1.04% | Add +343.5% | 1,175,683 | $27.3M |
| TruNorth Capital Management, LLC | 6.05% | Add +0.1% | 1,170,551 | $27.2M |
| Theory Financial LLC | 10.11% | Reduce -1.3% | 1,153,479 | $26.6M |
| Bank of America Corp. | 0.00% | Reduce -0.1% | 1,144,096 | $26.6M |
| Mokosak Advisory Group, LLC | 7.12% | Add +1.2% | 1,082,876 | $25.2M |
| Alliance Wealth Management Group | 6.08% | Reduce -5.7% | 1,027,933 | $23.9M |
| Towercrest Capital Management | 4.26% | Reduce -5.7% | 1,027,933 | $23.9M |
| Morgan Stanley | 0.00% | Reduce -53.6% | 1,013,258 | $23.5M |
| Jones Financial Companies LLLP | 0.02% | Add +10.4% | 1,013,857 | $23.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.39% | Reduce -2.8% | 990,638 | $23.0M |
| Mercer Global Advisors Inc. | 0.05% | Reduce -2.3% | 985,860 | $22.9M |
| TSA Wealth Managment LLC | 8.29% | Reduce -11.7% | 976,395 | $22.7M |
| Avantax Advisory Services, Inc. | 0.12% | Add +18.0% | 932,303 | $21.7M |
| Plum Street Advisors, LLC | 9.52% | Reduce -2.1% | 928,881 | $21.6M |
| Sanctuary Advisors, LLC | 0.13% | Reduce -1.0% | 928,696 | $21.6M |
| Tenret Co LLC | 11.08% | Add +5.1% | 873,474 | $20.3M |
| Raymond James Financial Inc. | 0.01% | Add +35.9% | 865,452 | $20.1M |
| Phil A. Younker & Associates, Ltd. | 19.48% | Reduce -11.3% | 850,254 | $19.8M |
| Asset Allocation Strategies LLC | 3.90% | Add +12.1% | 759,597 | $17.7M |
| One Wealth Advisors, LLC | 2.40% | Reduce -10.1% | 743,795 | $17.3M |
| Revolve Wealth Partners, LLC | 2.20% | Reduce -2.4% | 724,791 | $16.8M |
| Ascent Group, LLC | 0.64% | Reduce -45.1% | 708,480 | $16.5M |
| LPL Financial LLC | 0.01% | Add +28.4% | 682,961 | $15.9M |
| CFS Investment Advisory Services, LLC | 1.30% | Reduce -3.8% | 681,165 | $15.8M |
| Bond & Devick Financial Network, Inc. | 5.15% | Add +4.1% | 666,535 | $15.5M |
| Revisor Wealth Management LLC | 5.56% | Add +22.8% | 668,043 | $15.4M |
| Cetera Investment Advisers | 0.03% | Add +9.4% | 662,146 | $15.4M |
| James J. Burns & Company, LLC | 2.46% | Reduce -1.5% | 649,813 | $15.1M |
| Mutual Advisors, LLC | 0.37% | Add +0.9% | 647,225 | $14.9M |
| United Capital Financial Advisors, LLC | 0.12% | Reduce -11.9% | 640,183 | $14.9M |
| Cedar Mountain Advisors, LLC | 3.01% | Add +1.7% | 623,079 | $14.5M |
| AlphaStar Capital Management, LLC | 0.98% | New | 602,232 | $14.0M |
| CW Advisors, LLC | 0.13% | Reduce -2.9% | 596,702 | $13.9M |
| Moneta Group Investment Advisors LLC | 0.16% | Add +6.8% | 589,597 | $13.7M |
| Columbus Macro, LLC | 1.66% | Add +0.9% | 583,498 | $13.6M |
| Cerity Partners LLC | 0.02% | Reduce -1.6% | 583,187 | $13.6M |
| Cypress Wealth Services, LLC | 2.16% | Reduce -5.2% | 518,250 | $12.0M |
| Christensen, King & Associates Investment Services, Inc. | 5.30% | Add +0.0% | 497,739 | $11.6M |
| Myecfo, LLC | 5.51% | Add +0.2% | 483,048 | $11.2M |
| Clearview Wealth Advisors LLC | 7.76% | Reduce -1.3% | 479,299 | $11.1M |
| Summit Financial Strategies, Inc. | 1.03% | Reduce -3.0% | 478,742 | $11.1M |
| Grove Street Fiduciary, LLC | 5.26% | Reduce -0.8% | 469,303 | $10.9M |
| Kickstand Ventures, Llc. | 2.52% | Reduce -9.5% | 464,677 | $10.8M |
| Osaic Holdings, Inc. | 0.02% | Add +95.7% | 464,019 | $10.8M |
| Savant Capital, LLC | 0.08% | Add +43.5% | 463,446 | $10.8M |
| Apriem Advisors | 1.13% | Add +0.3% | 457,705 | $10.6M |
| SigFig Wealth Management, LLC | 0.34% | Reduce -0.2% | 441,479 | $10.2M |
| Mayflower Financial Advisors, LLC | 1.40% | Add +2.5% | 430,986 | $10.0M |
| Creative Planning | 0.01% | Add +6.0% | 429,252 | $10.0M |
| Forthright Family Wealth Advisory LLC | 6.19% | Reduce -2.7% | 420,274 | $9.8M |
| Beacon Pointe Advisors, LLC | 0.10% | Reduce -0.5% | 415,409 | $9.7M |
| IFP Advisors, Inc | 0.27% | Add +12.2% | 412,764 | $9.6M |
| FFG Retirement Advisors LLC | 5.98% | Reduce -30.7% | 411,030 | $9.6M |
| Affinity Capital Advisors, LLC | 1.59% | Reduce -1.6% | 397,275 | $9.2M |
| Larson Financial Group LLC | 0.37% | Reduce -13.0% | 394,466 | $9.2M |
| AlphaCore Capital LLC | 0.34% | Add +335.1% | 388,794 | $9.0M |
| Focus Financial Network, Inc. | 0.35% | Reduce -3.4% | 380,459 | $8.8M |
| AE Wealth Management LLC | 0.06% | Add +4.5% | 369,343 | $8.6M |
| Tempus Wealth Planning, LLC | 2.11% | Add +4.5% | 363,991 | $8.5M |
| Signature Estate & Investment Advisors LLC | 0.19% | Reduce -5.8% | 362,011 | $8.4M |
| MorganRosel Wealth Management, LLC | 2.30% | Add +1.8% | 361,995 | $8.4M |
| Waterford Advisors, LLC | 3.02% | Reduce -96.1% | 13,381 | $8.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +4.6% | 350,661 | $8.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +46.2% | 341,231 | $7.9M |
| Leavell Investment Management, Inc. | 0.35% | Reduce -6.8% | 339,477 | $7.9M |
| Waverly Advisors, LLC | 0.09% | Reduce -1.6% | 337,430 | $7.8M |
| Integrated Wealth Concepts LLC | 0.08% | Add +9.4% | 327,140 | $7.6M |
| Peak Financial Management, Inc. | 2.14% | Add +7.9% | 324,053 | $7.5M |
| Merit Financial Group, LLC | 0.08% | Reduce -11.7% | 315,459 | $7.3M |
| Hengehold Capital Management LLC | 0.66% | Reduce -86.7% | 313,659 | $7.3M |
| Security Financial Services, INC. | 1.28% | Reduce -28.7% | 311,921 | $7.2M |
| Avior Wealth Management, LLC | 0.25% | Add +1.7% | 308,693 | $7.2M |
| Cwm, LLC | 0.03% | Reduce -23.9% | 307,973 | $7.2M |
| Curtis Advisory Group, LLC | 1.76% | Add +25.0% | 300,736 | $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.