Who owns Schwab U.S. Aggregate Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SCHZ from SEC Form 13F filings across 675 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.
As of the 2026-06-30 reporting period, 675 institutions disclosed 187.2M shares of Schwab U.S. Aggregate Bond ETF worth $4.32B — about 40.2% of shares outstanding; the largest disclosed holder is JPMORGAN CHASE & CO. Source: SEC Form 13F filings, parsed by EvidInvest.
675
13F holders
$4.32B
value, 2026 filers
40.2%
of shares outstanding (187.2M sh)
74
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 | Rockbridge Investment Management, LCC | 10.4M | $241.0M | 19.6% | 2.2% | +7.5% |
| 3 | Avantax Planning Partners, Inc. | 8.0M | $184.5M | 4.6% | 1.7% | +3.4% |
| 4 | AMERIPRISE FINANCIAL INC | 6.8M | $157.5M | 0.0% | 1.5% | +5.3% |
| 5 | Charles Schwab Trust Co | 6.6M | $152.7M | 8.5% | 1.4% | +2.9% |
| 6 | Financial Engines Advisors L.L.C. | 5.7M | $131.4M | 0.2% | 1.2% | +4.9% |
| 7 | HighTower Advisors, LLC | 4.3M | $99.3M | 0.1% | 0.9% | -4.4% |
| 8 | Kohmann Bosshard Financial Services, LLC | 3.9M | $89.2M | 7.6% | 0.8% | +16.1% |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 3.5M | $80.6M | 0.0% | 0.7% | +5.7% |
| 10 | RATIONAL ADVISORS, INC. | 3.1M | $72.7M | 6.7% | 0.7% | +2.1% |
| 11 | GOLDMAN SACHS GROUP INC | 3.1M | $71.0M | 0.0% | 0.7% | -1.9% |
| 12 | McAdam, LLC | 2.6M | $60.4M | 2.3% | 0.6% | +31.1% |
| 13 | Cerity Partners LLC | 2.3M | $45.8M | 0.1% | 0.5% | +31.0% |
| 14 | JONES FINANCIAL COMPANIES LLLP | 2.3M | $52.9M | 0.0% | 0.5% | +20.1% |
| 15 | Pioneer Wealth Management Group | 2.2M | $52.0M | 12.6% | 0.5% | +12.5% |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2.2M | $49.8M | 0.1% | 0.5% | -1.0% |
| 17 | Mariner, LLC | 2.1M | $49.3M | 0.1% | 0.5% | -1.1% |
| 18 | Cetera Investment Advisers | 1.9M | $43.1M | 0.0% | 0.4% | +5.4% |
| 19 | Savant Capital, LLC | 1.7M | $39.1M | 0.1% | 0.4% | +99.6% |
| 20 | Vident Advisory, LLC | 1.7M | $39.0M | 0.3% | 0.4% | +3.2% |
| 21 | NorthRock Partners, LLC | 1.6M | $37.4M | 0.5% | 0.3% | +33.9% |
| 22 | FINANCIAL LIFE ADVISORS | 1.6M | $36.4M | 10.3% | 0.3% | +4.8% |
| 23 | Blue Trust, Inc. | 1.5M | $35.8M | 0.4% | 0.3% | +2.1% |
| 24 | Destination Wealth Management | 1.5M | $34.6M | 0.8% | 0.3% | -3.7% |
| 25 | Horst & Graben Wealth Management LLC | 1.5M | $34.0M | 4.5% | 0.3% | +3.8% |
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.