Schwab US Aggregate Bond ETFSCHZETF
13F holders, Q3 2025 (September 30)629holders −15
46new positions
59sold out
1famous investor
$23.47avg. 13F price*
At the end of Q3 2025, 629 institutions reported holding Schwab US Aggregate Bond ETF (SCHZ) in their 13F filings, down 15 from Q2 2025. 46 opened new positions and 59 sold out. The largest holders were JPMorgan Chase & Co. ($284.8M), Rockbridge Investment Management, LCC ($186.8M) and Avantax Planning Partners, Inc. ($168.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors'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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $121.2M |
| Exits | 59 | $51.2M |
All 13F filers, Q2 2025 → Q3 2025: 14,091,953 shares bought and 9,356,481 shares sold, net +4,735,472 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 629 holders
| JPMorgan Chase & Co. | 0.02% | Reduce -2.3% | 12,136,400 | $284.8M |
| Rockbridge Investment Management, LCC | 18.44% | Add +7.8% | 7,958,838 | $186.8M |
| Avantax Planning Partners, Inc. | 4.83% | Add +2.8% | 7,183,067 | $168.6M |
| Ameriprise Financial Inc. | 0.03% | Reduce -16.4% | 6,226,748 | $146.1M |
| Charles Schwab Trust Co | 9.48% | Add +6.4% | 5,946,824 | $139.6M |
| Financial Engines Advisors L.L.C. | 0.24% | Add +10.7% | 5,427,583 | $127.4M |
| Total Wealth Planning, LLC | 11.24% | Add +8.7% | 4,138,120 | $97.1M |
| HighTower Advisors, LLC | 0.10% | Add +4.4% | 3,812,953 | $89.5M |
| Wealth Enhancement Advisory Services, LLC | 0.13% | Add +1.4% | 3,630,218 | $85.1M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -16.9% | 3,324,125 | $78.0M |
| OneDigital Investment Advisors LLC | 0.80% | Reduce -9.0% | 3,319,285 | $77.9M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -5.9% | 3,224,443 | $75.7M |
| Kohmann Bosshard Financial Services, LLC | 6.56% | Add +4.2% | 2,717,842 | $63.8M |
| Pioneer Wealth Management Group | 18.15% | Add +7.6% | 2,395,677 | $56.2M |
| BlueSky Wealth Advisors, LLC | 7.09% | Add +5.5% | 2,241,127 | $52.6M |
| Mariner, LLC | 0.06% | Reduce -1.4% | 2,074,882 | $48.7M |
| McAdam, LLC | 2.06% | Add +4.2% | 1,779,505 | $41.8M |
| Cetera Investment Advisers | 0.04% | Add +147.6% | 1,639,115 | $38.5M |
| Blue Trust, Inc. | 0.39% | Add +1.4% | 1,479,884 | $34.7M |
| Horst & Graben Wealth Management LLC | 5.07% | Add +1.9% | 1,413,028 | $33.2M |
| Destination Wealth Management | 0.89% | Reduce -6.0% | 1,378,648 | $32.4M |
| Financial Life Advisors | 10.33% | Add +5.8% | 1,369,594 | $32.1M |
| Daymark Wealth Partners, LLC | 1.04% | Add +10.7% | 1,301,812 | $30.6M |
| Vident Advisory, LLC | 0.29% | Add +4.2% | 1,274,789 | $29.9M |
| ZynergyRetirementPlanningLLC | 18.51% | Add +2.3% | 1,250,430 | $29.3M |
| KilterHowling LLC | 15.99% | Add +2.8% | 1,223,612 | $28.7M |
| Theory Financial LLC | 10.09% | Add +4.9% | 1,210,096 | $28.6M |
| TruNorth Capital Management, LLC | 5.64% | Add +3.8% | 1,215,223 | $28.5M |
| Phil A. Younker & Associates, Ltd. | 21.68% | Add +41.8% | 1,205,971 | $28.3M |
| Austin Private Wealth, LLC | 2.13% | Reduce -6.1% | 1,180,966 | $27.7M |
| Jones Financial Companies LLLP | 0.02% | Add +15.5% | 1,171,388 | $27.4M |
| Modern Wealth Management, LLC | 0.54% | New | 1,153,141 | $27.1M |
| Bank of America Corp. | 0.00% | Reduce -0.5% | 1,138,562 | $26.7M |
| Mokosak Advisory Group, LLC | 6.85% | Add +3.1% | 1,116,296 | $26.2M |
| Alliance Wealth Management Group | 5.55% | Add +3.5% | 1,063,942 | $25.0M |
| Towercrest Capital Management | 4.01% | Add +3.5% | 1,063,942 | $25.0M |
| Osaic Holdings, Inc. | 0.03% | Add +128.3% | 1,059,552 | $24.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.37% | Add +1.4% | 1,004,082 | $23.6M |
| Morgan Stanley | 0.00% | Reduce -1.3% | 1,000,282 | $23.5M |
| Plum Street Advisors, LLC | 8.99% | Add +6.8% | 992,096 | $23.3M |
| NorthRock Partners, LLC | 0.40% | New | 935,642 | $22.0M |
| TSA Wealth Managment LLC | 7.37% | Reduce -5.4% | 923,494 | $21.7M |
| Tenret Co LLC | 10.76% | Add +1.4% | 886,074 | $20.8M |
| Sanctuary Advisors, LLC | 0.12% | Reduce -6.3% | 870,587 | $20.4M |
| LPL Financial LLC | 0.01% | Add +26.4% | 863,051 | $20.3M |
| Asset Allocation Strategies LLC | 3.90% | Add +10.6% | 839,803 | $19.7M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -15.9% | 828,833 | $19.5M |
| One Wealth Advisors, LLC | 2.37% | Add +8.3% | 805,324 | $18.9M |
| Elevation Point Wealth Partners, LLC | 1.27% | New | 775,096 | $18.2M |
| Vestmark Advisory Solutions, Inc. | 0.35% | New | 775,096 | $18.2M |
| Revolve Wealth Partners, LLC | 2.12% | Add +3.9% | 753,124 | $17.7M |
| Bond & Devick Financial Network, Inc. | 5.27% | Add +12.0% | 746,516 | $17.5M |
| Moneta Group Investment Advisors LLC | 0.13% | Add +19.3% | 703,175 | $16.5M |
| Raymond James Financial Inc. | 0.01% | Reduce -18.8% | 702,614 | $16.5M |
| CFS Investment Advisory Services, LLC | 1.21% | Add +1.2% | 689,271 | $16.3M |
| Revisor Wealth Management LLC | 5.61% | Add +4.0% | 694,514 | $16.3M |
| UBS Group AG | 0.00% | Reduce -48.9% | 690,882 | $16.2M |
| Mutual Advisors, LLC | 0.36% | Add +5.6% | 683,383 | $16.2M |
| James J. Burns & Company, LLC | 2.32% | Add +1.9% | 662,116 | $15.5M |
| Cedar Mountain Advisors, LLC | 2.95% | Add +3.6% | 645,702 | $15.2M |
| Cerity Partners LLC | 0.02% | Add +7.8% | 628,623 | $14.8M |
| United Capital Financial Advisors, LLC | 0.10% | Reduce -3.1% | 620,489 | $14.6M |
| Columbus Macro, LLC | 1.58% | Add +1.6% | 593,069 | $13.9M |
| Christensen, King & Associates Investment Services, Inc. | 5.15% | Add +2.7% | 511,189 | $12.0M |
| Clearview Wealth Advisors LLC | 7.48% | Add +3.8% | 497,588 | $11.7M |
| Myecfo, LLC | 5.29% | Add +2.6% | 495,524 | $11.6M |
| Cypress Wealth Services, LLC | 1.89% | Reduce -4.9% | 492,968 | $11.6M |
| Kickstand Ventures, Llc. | 2.52% | Add +5.1% | 488,342 | $11.5M |
| Grove Street Fiduciary, LLC | 5.19% | Reduce -0.3% | 468,137 | $11.0M |
| Summit Financial Strategies, Inc. | 0.94% | Reduce -2.8% | 465,278 | $10.9M |
| Apriem Advisors | 1.02% | Add +0.6% | 460,500 | $10.8M |
| Mayflower Financial Advisors, LLC | 1.34% | Add +5.3% | 453,715 | $10.6M |
| Savant Capital, LLC | 0.06% | Reduce -2.2% | 453,304 | $10.6M |
| Creative Planning | 0.01% | Add +0.1% | 429,757 | $10.1M |
| SigFig Wealth Management, LLC | 0.31% | Reduce -3.4% | 426,419 | $10.0M |
| IFP Advisors, Inc | 0.26% | Add +2.1% | 421,612 | $9.9M |
| AE Wealth Management LLC | 0.06% | Add +10.2% | 407,177 | $9.6M |
| MorganRosel Wealth Management, LLC | 2.44% | Add +10.7% | 400,712 | $9.4M |
| Affinity Capital Advisors, LLC | 1.43% | Reduce -0.3% | 396,201 | $9.3M |
| AlphaCore Capital LLC | 0.31% | Add +1.5% | 394,529 | $9.3M |
| Focus Financial Network, Inc. | 0.33% | Add +3.5% | 393,704 | $9.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +12.3% | 393,699 | $9.2M |
| Beacon Pointe Advisors, LLC | 0.08% | Reduce -5.4% | 393,138 | $9.2M |
| Waterford Advisors, LLC | 3.12% | Add +2772.2% | 384,326 | $9.0M |
| Signature Estate & Investment Advisors LLC | 0.19% | Add +2.4% | 370,712 | $8.7M |
| FFG Retirement Advisors LLC | 5.38% | Reduce -10.2% | 369,208 | $8.7M |
| Tempus Wealth Planning, LLC | 1.96% | Add +0.0% | 364,034 | $8.5M |
| Breakthru Advisory Services, LLC | 5.49% | New | 355,327 | $8.3M |
| Larson Financial Group LLC | 0.29% | Reduce -11.0% | 351,176 | $8.2M |
| Integrated Wealth Concepts LLC | 0.07% | Add +6.0% | 346,669 | $8.1M |
| Peak Financial Management, Inc. | 2.10% | Add +4.5% | 338,789 | $8.0M |
| Hengehold Capital Management LLC | 0.67% | Add +7.4% | 336,780 | $7.9M |
| Ashton Thomas Private Wealth, LLC | 0.20% | Add +38.4% | 336,122 | $7.9M |
| Ascent Group, LLC | 0.28% | Reduce -52.6% | 335,703 | $7.9M |
| Reston Wealth Management LLC | 2.49% | Add +13.7% | 329,225 | $7.7M |
| Leavell Investment Management, Inc. | 0.32% | Reduce -5.5% | 320,857 | $7.5M |
| Forthright Family Wealth Advisory LLC | 4.52% | Reduce -25.5% | 313,206 | $7.4M |
| Client 1ST Advisory Group, LLC | 2.42% | Add +5.0% | 311,250 | $7.3M |
| Merit Financial Group, LLC | 0.07% | Reduce -2.7% | 306,927 | $7.2M |
| Apeiron RIA LLC | 1.60% | Add +18.0% | 301,688 | $7.1M |
"% 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.