Who owns Schwab U.S. Aggregate Bond ETF?
Institutional ownership of SCHZ from SEC Form 13F filings across 312 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
312
13F holders
$2.32B
value, 2026 filers
21.9%
of shares outstanding (101.8M sh)
36
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of SCHZ's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 14.4M | $335.0M | 0.0% | 3.1% | +8.6% |
| 2 | Avantax Planning Partners, Inc. | 8.0M | $184.5M | 4.6% | 1.7% | +3.4% |
| 3 | AMERIPRISE FINANCIAL INC | 6.8M | $157.5M | 0.0% | 1.5% | +5.3% |
| 4 | HighTower Advisors, LLC | 4.3M | $99.3M | 0.1% | 0.9% | -4.4% |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 3.5M | $80.6M | 0.0% | 0.7% | +5.7% |
| 6 | RATIONAL ADVISORS, INC. | 3.1M | $72.7M | 6.7% | 0.7% | +2.1% |
| 7 | GOLDMAN SACHS GROUP INC | 3.1M | $71.0M | 0.0% | 0.7% | -1.9% |
| 8 | McAdam, LLC | 2.6M | $60.4M | 2.3% | 0.6% | +31.1% |
| 9 | Cerity Partners LLC | 2.3M | $45.8M | 0.1% | 0.5% | +31.0% |
| 10 | JONES FINANCIAL COMPANIES LLLP | 2.3M | $52.9M | 0.0% | 0.5% | +20.1% |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2.2M | $49.8M | 0.1% | 0.5% | -1.0% |
| 12 | Mariner, LLC | 2.1M | $49.3M | 0.1% | 0.5% | -1.1% |
| 13 | Cetera Investment Advisers | 1.9M | $43.1M | 0.0% | 0.4% | +5.4% |
| 14 | Savant Capital, LLC | 1.7M | $39.1M | 0.1% | 0.4% | +99.6% |
| 15 | Vident Advisory, LLC | 1.7M | $39.0M | 0.3% | 0.4% | +3.2% |
| 16 | NorthRock Partners, LLC | 1.6M | $37.4M | 0.5% | 0.3% | +33.9% |
| 17 | Blue Trust, Inc. | 1.5M | $35.8M | 0.4% | 0.3% | +2.1% |
| 18 | OneDigital Investment Advisors LLC | 1.5M | $33.7M | 0.3% | 0.3% | -9.2% |
| 19 | BANK OF AMERICA CORP /DE/ | 1.4M | $32.3M | 0.0% | 0.3% | +11.6% |
| 20 | Modern Wealth Management, LLC | 1.3M | $30.1M | 0.4% | 0.3% | +6.6% |
| 21 | DAYMARK WEALTH PARTNERS, LLC | 1.3M | $29.5M | 0.7% | 0.3% | -21.2% |
| 22 | OSAIC HOLDINGS, INC. | 1.2M | $28.9M | 0.0% | 0.3% | +7.0% |
| 23 | LPL Financial LLC | 1.1M | $25.9M | 0.0% | 0.2% | +2.2% |
| 24 | MORGAN STANLEY | 1.0M | $23.2M | 0.0% | 0.2% | -55.9% |
| 25 | Creative Planning | 976,364 | $22.6M | 0.0% | 0.2% | +5.1% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.