Schwab US Aggregate Bond ETFSCHZETF
13F holders, Q4 2025 (December 31)671holders +42
54new positions
49sold out
$23.36avg. 13F price*
At the end of Q4 2025, 671 institutions reported holding Schwab US Aggregate Bond ETF (SCHZ) in their 13F filings, up 42 from Q3 2025. 54 opened new positions and 49 sold out. The largest holders were JPMorgan Chase & Co. ($294.2M), Rockbridge Investment Management, LCC ($209.3M) and Avantax Planning Partners, Inc. ($174.0M).
- Company
- Schwab US Aggregate Bond ETF
- CUSIP
- 808524839
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $33.4M |
| Exits | 49 | $40.5M |
All 13F filers, Q3 2025 → Q4 2025: 15,256,785 shares bought and 10,340,157 shares sold, net +4,916,628 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 671 holders
| JPMorgan Chase & Co. | 0.02% | Add +3.7% | 12,588,220 | $294.2M |
| Rockbridge Investment Management, LCC | 19.47% | Add +12.6% | 8,957,935 | $209.3M |
| Avantax Planning Partners, Inc. | 4.87% | Add +3.7% | 7,447,340 | $174.0M |
| Ameriprise Financial Inc. | 0.03% | Add +2.3% | 6,367,972 | $148.8M |
| Charles Schwab Trust Co | 9.55% | Add +4.5% | 6,215,188 | $145.2M |
| Financial Engines Advisors L.L.C. | 0.24% | Reduce -0.6% | 5,396,451 | $126.1M |
| HighTower Advisors, LLC | 0.11% | Add +8.0% | 4,117,942 | $96.2M |
| Cwm, LLC | 0.25% | Add +2068.1% | 4,022,406 | $94.0M |
| Wealth Enhancement Advisory Services, LLC | 0.13% | Add +8.8% | 3,951,537 | $92.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +16.3% | 3,748,696 | $87.6M |
| OneDigital Investment Advisors LLC | 0.71% | Reduce -6.1% | 3,117,962 | $72.9M |
| Kohmann Bosshard Financial Services, LLC | 6.28% | Add +8.3% | 2,943,613 | $68.9M |
| BlueSky Wealth Advisors, LLC | 7.40% | Add +7.1% | 2,400,575 | $56.1M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -30.1% | 2,324,753 | $54.3M |
| Mariner, LLC | 0.06% | Add +3.0% | 2,136,384 | $49.9M |
| Destination Wealth Management | 1.19% | Add +41.1% | 1,945,776 | $45.5M |
| McAdam, LLC | 2.05% | Add +7.7% | 1,916,045 | $44.8M |
| Pioneer Wealth Management Group | 12.87% | Reduce -24.3% | 1,814,258 | $42.4M |
| Cetera Investment Advisers | 0.04% | Add +0.8% | 1,652,505 | $38.6M |
| Blue Trust, Inc. | 0.41% | Add +4.8% | 1,551,549 | $36.3M |
| Jones Financial Companies LLLP | 0.02% | Add +26.6% | 1,482,876 | $34.7M |
| Financial Life Advisors | 10.65% | Add +7.9% | 1,477,753 | $34.5M |
| Phil A. Younker & Associates, Ltd. | 23.92% | Add +21.7% | 1,468,133 | $34.3M |
| Daymark Wealth Partners, LLC | 1.07% | Add +10.8% | 1,441,944 | $33.7M |
| Horst & Graben Wealth Management LLC | 4.90% | Reduce -1.7% | 1,389,168 | $32.5M |
| TruNorth Capital Management, LLC | 5.64% | Add +4.6% | 1,271,246 | $29.7M |
| KilterHowling LLC | 14.88% | Add +2.7% | 1,256,444 | $29.4M |
| ZynergyRetirementPlanningLLC | 18.06% | Add +0.1% | 1,251,547 | $29.2M |
| NorthRock Partners, LLC | 0.47% | Add +26.7% | 1,185,787 | $27.7M |
| Bank of America Corp. | 0.00% | Add +3.9% | 1,183,283 | $27.7M |
| Modern Wealth Management, LLC | 0.50% | Add +2.3% | 1,179,235 | $27.6M |
| Mokosak Advisory Group, LLC | 6.76% | Add +3.2% | 1,152,078 | $26.9M |
| Theory Financial LLC | 9.00% | Reduce -5.9% | 1,139,188 | $26.7M |
| Plum Street Advisors, LLC | 9.41% | Add +14.0% | 1,130,941 | $26.4M |
| Austin Private Wealth, LLC | 1.96% | Reduce -5.4% | 1,116,835 | $26.1M |
| Osaic Holdings, Inc. | 0.04% | Add +1.7% | 1,077,703 | $25.2M |
| Alliance Wealth Management Group | 5.23% | Reduce -4.2% | 1,018,851 | $23.8M |
| Towercrest Capital Management | 3.75% | Reduce -4.2% | 1,018,851 | $23.8M |
| Morgan Stanley | 0.00% | Reduce -0.8% | 991,763 | $23.2M |
| Creative Planning | 0.02% | Add +121.8% | 953,057 | $22.3M |
| Mercer Global Advisors Inc. | 0.03% | Add +13.3% | 939,297 | $22.0M |
| TSA Wealth Managment LLC | 7.27% | Add +1.6% | 938,747 | $21.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.33% | Reduce -6.8% | 935,914 | $21.9M |
| Tenret Co LLC | 10.81% | Add +3.1% | 913,651 | $21.4M |
| Vident Advisory, LLC | 0.19% | Reduce -30.5% | 885,913 | $20.7M |
| Asset Allocation Strategies LLC | 3.82% | Add +5.1% | 882,937 | $20.6M |
| Elevation Point Wealth Partners, LLC | 0.97% | Add +11.8% | 866,561 | $20.3M |
| Vestmark Advisory Solutions, Inc. | 0.27% | Add +11.8% | 866,448 | $20.2M |
| LPL Financial LLC | 0.01% | Reduce -2.4% | 842,638 | $19.7M |
| Sanctuary Advisors, LLC | 0.11% | Reduce -3.6% | 839,357 | $19.6M |
| Bond & Devick Financial Network, Inc. | 5.42% | Add +10.2% | 822,996 | $19.2M |
| One Wealth Advisors, LLC | 2.28% | Reduce -1.0% | 797,267 | $18.6M |
| Revolve Wealth Partners, LLC | 2.17% | Add +4.8% | 789,604 | $18.5M |
| Moneta Group Investment Advisors LLC | 0.14% | Add +11.1% | 781,082 | $18.3M |
| MLG Wealth Management DBA Pine Grove Financial Group | 2.10% | — | 743,324 | $17.4M |
| Revisor Wealth Management LLC | 4.64% | Add +6.6% | 740,283 | $17.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -1.4% | 692,539 | $16.2M |
| Mutual Advisors, LLC | 0.35% | Add +1.1% | 690,824 | $16.1M |
| UBS Group AG | 0.00% | Reduce -2.4% | 674,672 | $15.8M |
| James J. Burns & Company, LLC | 2.17% | Add +1.4% | 671,466 | $15.7M |
| Pacific Park Financial, Inc. | 9.34% | — | 640,008 | $15.0M |
| CFS Investment Advisory Services, LLC | 1.08% | Reduce -8.1% | 633,702 | $14.8M |
| Ascent Group, LLC | 0.50% | Add +87.2% | 628,347 | $14.7M |
| Cedar Mountain Advisors, LLC | 2.83% | Reduce -2.8% | 627,593 | $14.7M |
| Cerity Partners LLC | 0.02% | Reduce -1.1% | 621,726 | $14.5M |
| Columbus Macro, LLC | 1.53% | Add +0.8% | 597,513 | $14.0M |
| Amicus Financial Advisors, LLC | 3.74% | — | 574,351 | $13.4M |
| Arnold Financial Planning LLC | 13.59% | — | 564,204 | $13.2M |
| United Capital Financial Advisors, LLC | 0.08% | Reduce -9.3% | 563,098 | $13.2M |
| CFG Wealth Management Services, Inc. | 12.31% | — | 558,657 | $13.1M |
| Cypress Wealth Services, LLC | 1.78% | Add +11.5% | 549,682 | $12.8M |
| Christensen, King & Associates Investment Services, Inc. | 5.29% | Add +3.8% | 530,451 | $12.4M |
| EP Wealth Advisors, LLC | 0.06% | — | 523,420 | $12.2M |
| Myecfo, LLC | 5.09% | Add +3.6% | 513,371 | $12.0M |
| Clearview Wealth Advisors LLC | 7.49% | Add +1.6% | 505,777 | $11.8M |
| Kickstand Ventures, Llc. | 2.38% | Reduce -0.8% | 484,183 | $11.3M |
| SigFig Wealth Management, LLC | 0.33% | Add +10.2% | 469,825 | $11.0M |
| Grove Street Fiduciary, LLC | 4.56% | Reduce -0.4% | 466,430 | $10.9M |
| Apriem Advisors | 0.99% | Add +0.1% | 460,852 | $10.8M |
| Savant Capital, LLC | 0.06% | Add +1.0% | 457,992 | $10.7M |
| IFP Advisors, Inc | 0.24% | Add +7.7% | 453,917 | $10.6M |
| Ballast Financial Advisors LLC | 10.87% | — | 451,800 | $10.6M |
| Mayflower Financial Advisors, LLC | 1.25% | Reduce -2.6% | 441,754 | $10.3M |
| MorganRosel Wealth Management, LLC | 2.48% | Add +5.7% | 423,510 | $9.9M |
| Summit Financial Strategies, Inc. | 0.80% | Reduce -10.9% | 414,423 | $9.7M |
| Signature Estate & Investment Advisors LLC | 0.19% | Add +9.2% | 404,983 | $9.5M |
| Affinity Capital Advisors, LLC | 1.30% | Add +1.4% | 401,793 | $9.4M |
| Focus Financial Network, Inc. | 0.32% | Add +1.3% | 398,837 | $9.3M |
| Tempus Wealth Planning, LLC | 2.13% | Add +9.3% | 397,795 | $9.3M |
| AlphaCore Capital LLC | 0.21% | Add +0.4% | 396,007 | $9.3M |
| Daviman Financial, LLC | 5.35% | — | 389,946 | $9.1M |
| Security Financial Services, INC. | 1.43% | Add +56.8% | 389,230 | $9.1M |
| Breakthru Advisory Services, LLC | 5.75% | Add +8.4% | 385,142 | $9.0M |
| Beacon Pointe Advisors, LLC | 0.06% | Reduce -4.8% | 374,237 | $8.7M |
| Ashton Thomas Private Wealth, LLC | 0.21% | Add +9.9% | 369,548 | $8.6M |
| FFG Retirement Advisors LLC | 5.30% | Reduce -0.9% | 365,927 | $8.6M |
| AE Wealth Management LLC | 0.05% | Reduce -10.6% | 363,972 | $8.5M |
| Hengehold Capital Management LLC | 0.71% | Add +7.0% | 360,315 | $8.4M |
| Unify Financial Advisors | 8.77% | — | 359,234 | $8.4M |
| Peak Financial Management, Inc. | 2.13% | Add +4.3% | 353,378 | $8.3M |
"% 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.