SCHZ

SCHWAB US AGGREGATE BOND ETF
USCUSIP 808524839
Institutional Owners
150
+16 QoQ
13F Value Held
$1.0B
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)66 adding · 29 trimming
Insider net (180d)+$0
Price history not yet available for SCHZ.

Top institutional holders

150 13F filers
#FundPosition valueSharesLast moveAs of
1Avantax Planning Partners, Inc.
$179.0M
7.71MAddedQ1 2026
2Financial Engines Advisors L.L.C.
$125.7M
5.41MAddedQ1 2026
3CWM, LLC
$111.2M
4.79MAddedQ1 2026
4WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$50.9M
2.19MReducedQ1 2026
5McAdam, LLC
$46.2M
1.99MAddedQ1 2026
6DAYMARK WEALTH PARTNERS, LLC
$37.6M
1.62MAddedQ1 2026
7Destination Wealth Management
$36.1M
1.56MReducedQ1 2026
8NorthRock Partners, LLC
$28.1M
1.21MAddedQ1 2026
9Modern Wealth Management, LLC
$27.6M
1.18MNewQ4 2025
10ELEVATION POINT WEALTH PARTNERS, LLC
$24.7M
1.06MAddedQ1 2026
11Vestmark Advisory Solutions, Inc.
$24.7M
1.06MAddedQ1 2026
12CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
$21.0M
905.0KReducedQ1 2026
13Sanctuary Advisors, LLC
$20.2M
870.9KAddedQ1 2026
14Savant Capital, LLC
$19.6M
845.9KAddedQ1 2026
15Vident Advisory, LLC
$16.7M
720.6KReducedQ1 2026
16Mutual Advisors, LLC
$16.0M
687.8KReducedQ1 2026
17UNITED CAPITAL FINANCIAL ADVISORS, LLC
$13.6M
585.1KAddedQ1 2026
18EP Wealth Advisors, LLC
$12.2M
525.9KAddedQ1 2026
19Beacon Pointe Advisors, LLC
$10.3M
442.4KAddedQ1 2026
20SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
$9.6M
415.1KAddedQ1 2026
21Ashton Thomas Private Wealth, LLC
$8.8M
380.8KAddedQ1 2026
22IFP Advisors, Inc
$8.3M
355.9KNewQ1 2026
23MAI Capital Management
$7.8M
335.8KAddedQ1 2026
24Integrated Wealth Concepts LLC
$7.4M
319.1KAddedQ1 2026
25CREATIVE FINANCIAL DESIGNS INC /ADV
$7.4M
315.1KNewQ4 2025

Fund activity — latest quarter

Opened (NEW)
14
funds
Added
52
funds
Reduced
29
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

143 funds+142 since Q1 2025
072143Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $1.1B

Funds that own SCHZ also own

CompanyCo-held byCombined value
iShares Core S&P 500 ETFIVV150 funds$29.7B
Nvidia Corp ComNVDA150 funds$28.2B
Microsoft CorpMSFT150 funds$24.3B
Vanguard Total US Stock Mkt ETFVTI149 funds$25.6B
Vanguard S&P 500 ETFVOO149 funds$19.7B
TATE STR SPDR S&P 500 ETF TSPY149 funds$17.5B
GOOGLE INCGOOGL149 funds$14.6B
Vanguard FTSE Developed Markets ETFVEA149 funds$12.7B
LPHABET INCGOOG149 funds$11.9B
Vanguard Value ETFVTV149 funds$11.6B
Jpmorgan Chase & CoJPM149 funds$10.4B
Johnson & JohnsonJNJ149 funds$6.5B

Ranked by how many of SCHZ's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SCHZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.