Schwab US Aggregate Bond ETFSCHZETF
13F holders, Q1 2026 (March 31)673holders +2
49new positions
39sold out
2famous investors
$23.23avg. 13F price*
At the end of Q1 2026, 673 institutions reported holding Schwab US Aggregate Bond ETF (SCHZ) in their 13F filings, up 2 from Q4 2025. 49 opened new positions and 39 sold out. The largest holders were JPMorgan Chase & Co. ($307.6M), Rockbridge Investment Management, LCC ($225.1M) and Avantax Planning Partners, Inc. ($179.0M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $130.5M |
| Exits | 39 | $22.6M |
All 13F filers, Q4 2025 → Q1 2026: 19,404,046 shares bought and 11,114,649 shares sold, net +8,289,397 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 673 holders
| JPMorgan Chase & Co. | 0.02% | Add +5.5% | 13,282,650 | $307.6M |
| Rockbridge Investment Management, LCC | 20.23% | Add +8.2% | 9,693,597 | $225.1M |
| Avantax Planning Partners, Inc. | 4.92% | Add +3.5% | 7,710,661 | $179.0M |
| Ameriprise Financial Inc. | 0.04% | Add +1.6% | 6,469,090 | $150.2M |
| Charles Schwab Trust Co | 9.66% | Add +3.2% | 6,414,972 | $149.0M |
| Financial Engines Advisors L.L.C. | 0.26% | Add +0.3% | 5,413,829 | $125.7M |
| Cwm, LLC | 0.29% | Add +19.1% | 4,789,548 | $111.2M |
| HighTower Advisors, LLC | 0.11% | Add +9.1% | 4,491,138 | $104.3M |
| Kohmann Bosshard Financial Services, LLC | 7.50% | Add +12.8% | 3,320,799 | $77.1M |
| Envestnet Asset Management Inc. | 0.02% | Add +41.7% | 3,294,468 | $76.5M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -16.5% | 3,131,198 | $72.7M |
| Rational Advisors, Inc. | 7.77% | New | 3,076,262 | $71.4M |
| Morgan Stanley | 0.00% | Add +129.3% | 2,273,858 | $52.8M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Reduce -44.5% | 2,192,525 | $50.9M |
| Mariner, LLC | 0.06% | Add +0.9% | 2,156,252 | $50.1M |
| Pioneer Wealth Management Group | 13.02% | Add +10.2% | 1,999,801 | $46.4M |
| McAdam, LLC | 2.08% | Add +3.9% | 1,990,840 | $46.2M |
| Jones Financial Companies LLLP | 0.02% | Add +27.9% | 1,897,393 | $43.7M |
| Cerity Partners LLC | 0.06% | Add +188.0% | 1,790,371 | $41.6M |
| Cetera Investment Advisers | 0.04% | Add +7.0% | 1,767,932 | $41.1M |
| Vident Advisory, LLC | 0.32% | Add +84.6% | 1,635,135 | $38.0M |
| Daymark Wealth Partners, LLC | 1.18% | Add +12.2% | 1,617,419 | $37.6M |
| OneDigital Investment Advisors LLC | 0.36% | Reduce -48.6% | 1,603,152 | $37.2M |
| Phil A. Younker & Associates, Ltd. | 24.31% | Add +7.0% | 1,570,095 | $36.5M |
| Destination Wealth Management | 0.94% | Reduce -20.1% | 1,555,452 | $36.1M |
| Blue Trust, Inc. | 0.40% | Reduce -2.3% | 1,516,289 | $35.2M |
| Financial Life Advisors | 10.85% | Add +1.5% | 1,500,574 | $34.8M |
| Horst & Graben Wealth Management LLC | 4.54% | Add +2.3% | 1,421,006 | $33.1M |
| KilterHowling LLC | 15.74% | Add +7.0% | 1,344,150 | $31.2M |
| ZynergyRetirementPlanningLLC | 18.62% | Add +6.0% | 1,326,270 | $30.8M |
| TruNorth Capital Management, LLC | 5.76% | Add +1.9% | 1,294,961 | $30.1M |
| Bank of America Corp. | 0.00% | Add +5.6% | 1,249,930 | $29.0M |
| Mokosak Advisory Group, LLC | 7.18% | Add +7.3% | 1,235,661 | $28.7M |
| Modern Wealth Management, LLC | 0.49% | Add +3.5% | 1,219,890 | $28.3M |
| NorthRock Partners, LLC | 0.45% | Add +2.0% | 1,209,030 | $28.1M |
| Plum Street Advisors, LLC | 9.64% | Add +6.0% | 1,198,403 | $27.8M |
| Osaic Holdings, Inc. | 0.04% | Add +8.3% | 1,167,596 | $27.1M |
| LPL Financial LLC | 0.01% | Add +29.9% | 1,094,775 | $25.4M |
| Elevation Point Wealth Partners, LLC | 0.59% | Add +22.9% | 1,064,646 | $24.7M |
| Vestmark Advisory Solutions, Inc. | 0.27% | Add +22.6% | 1,062,679 | $24.7M |
| Alliance Wealth Management Group | 5.16% | Reduce -0.4% | 1,014,783 | $23.6M |
| Towercrest Capital Management | 3.67% | Reduce -0.4% | 1,014,783 | $23.6M |
| Tenret Co LLC | 11.05% | Add +7.8% | 984,581 | $22.9M |
| TSA Wealth Managment LLC | 7.19% | Add +2.0% | 957,984 | $22.2M |
| Theory Financial LLC | 7.71% | Reduce -16.9% | 946,329 | $22.0M |
| Creative Planning | 0.01% | Reduce -2.5% | 928,751 | $21.6M |
| Asset Allocation Strategies LLC | 3.80% | Add +4.4% | 922,027 | $21.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.31% | Reduce -3.3% | 905,026 | $21.0M |
| Sanctuary Advisors, LLC | 0.11% | Add +3.8% | 870,949 | $20.2M |
| One Wealth Advisors, LLC | 2.46% | Add +6.9% | 851,946 | $19.8M |
| Savant Capital, LLC | 0.09% | Add +84.7% | 845,884 | $19.6M |
| Bond & Devick Financial Network, Inc. | 5.47% | Add +2.5% | 843,679 | $19.6M |
| Moneta Group Investment Advisors LLC | 0.14% | Add +2.1% | 797,771 | $18.5M |
| Revisor Wealth Management LLC | 5.11% | Add +7.7% | 797,226 | $18.5M |
| MLG Wealth Management DBA Pine Grove Financial Group | 2.12% | Add +5.4% | 783,619 | $18.2M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -19.0% | 760,743 | $17.7M |
| BNP Paribas Financial Markets | 0.01% | New | 751,102 | $17.4M |
| Revolve Wealth Partners, LLC | 2.23% | Reduce -6.3% | 739,543 | $17.2M |
| Mutual Advisors, LLC | 0.34% | Reduce -0.4% | 687,811 | $16.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.0% | 671,920 | $15.6M |
| Ascent Group, LLC | 0.54% | Add +6.7% | 670,123 | $15.6M |
| Pacific Park Financial, Inc. | 10.09% | Add +4.0% | 665,693 | $15.5M |
| James J. Burns & Company, LLC | 2.09% | Reduce -1.1% | 664,104 | $15.4M |
| Cedar Mountain Advisors, LLC | 2.91% | Add +2.0% | 640,396 | $14.9M |
| Arnold Financial Planning LLC | 13.86% | Add +13.2% | 638,805 | $14.8M |
| UBS Group AG | 0.00% | Reduce -8.5% | 617,394 | $14.3M |
| Columbus Macro, LLC | 1.53% | Add +3.0% | 615,159 | $14.3M |
| CFS Investment Advisory Services, LLC | 0.96% | Reduce -5.4% | 599,748 | $14.0M |
| CFG Wealth Management Services, Inc. | 12.95% | Add +2.5% | 572,537 | $13.7M |
| Cypress Wealth Services, LLC | 1.93% | Add +7.2% | 589,043 | $13.7M |
| United Capital Financial Advisors, LLC | 0.08% | Add +3.9% | 585,144 | $13.6M |
| Amicus Financial Advisors, LLC | 3.73% | Add +1.7% | 583,912 | $13.6M |
| Christensen, King & Associates Investment Services, Inc. | 5.44% | Add +3.0% | 546,284 | $12.7M |
| Myecfo, LLC | 5.12% | Add +2.6% | 526,687 | $12.2M |
| EP Wealth Advisors, LLC | 0.06% | Add +0.5% | 525,934 | $12.2M |
| SigFig Wealth Management, LLC | 0.32% | Reduce -0.4% | 467,808 | $10.9M |
| Ballast Financial Advisors LLC | 11.11% | Add +3.3% | 466,685 | $10.8M |
| Mayflower Financial Advisors, LLC | 1.31% | Add +5.4% | 465,472 | $10.8M |
| Grove Street Fiduciary, LLC | 4.75% | Reduce -0.5% | 464,192 | $10.8M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +18.2% | 442,384 | $10.3M |
| Tempus Wealth Planning, LLC | 2.35% | Add +10.7% | 440,395 | $10.2M |
| Apriem Advisors | 0.97% | Reduce -5.3% | 436,285 | $10.1M |
| Reston Wealth Management LLC | 3.00% | Add +25.8% | 422,007 | $9.8M |
| Signature Estate & Investment Advisors LLC | 0.20% | Add +2.5% | 415,126 | $9.6M |
| Kickstand Ventures, Llc. | 2.00% | Reduce -15.4% | 409,603 | $9.5M |
| Security Financial Services, INC. | 1.47% | Add +3.1% | 401,456 | $9.3M |
| Affinity Capital Advisors, LLC | 1.30% | Reduce -0.3% | 400,765 | $9.3M |
| Daviman Financial, LLC | 5.46% | Add +1.9% | 397,508 | $9.2M |
| FFG Retirement Advisors LLC | 5.35% | Add +8.1% | 395,695 | $9.2M |
| Peak Financial Management, Inc. | 2.32% | Add +11.3% | 393,380 | $9.1M |
| Ashton Thomas Private Wealth, LLC | 0.21% | Add +3.0% | 380,755 | $8.8M |
| AE Wealth Management LLC | 0.05% | Add +4.3% | 379,526 | $8.8M |
| Unify Financial Advisors | 9.02% | Add +3.9% | 373,195 | $8.7M |
| Lathrop Investment Management Co. | 1.61% | Add +59.8% | 369,953 | $8.6M |
| IFP Advisors, Inc | 0.17% | Reduce -21.6% | 355,933 | $8.3M |
| Client 1ST Advisory Group, LLC | 2.48% | Add +2.6% | 351,010 | $8.2M |
| Avior Wealth Management, LLC | 0.22% | Add +5.2% | 336,413 | $7.8M |
| MAI Capital Management | 0.04% | Add +6.8% | 335,833 | $7.8M |
| Creative Financial Designs Inc. | 0.47% | Add +5.5% | 332,328 | $7.7M |
| Summit Financial Strategies, Inc. | 0.60% | Reduce -20.7% | 328,668 | $7.6M |
"% 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.