Who Owns SCHZ?
Schwab U.S. Aggregate Bond ETF — Institutional Ownership & 13F Holdings
$23.29
+0.03 (+0.12%)
Market Cap
$10.1B
Shares Outstanding
429,299,934
Institutional Holders
631
Total Inst. Value
$3.5B
% of Float Held
—
QoQ Holder Change
+311
Institutional data as of Q1 2025
New Positions
198
Closed Positions
45
Increased
193
Decreased
185
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | $284.1M | 12,267,223 |
| 2 | AMERIPRISE FINANCIAL INC | $170.3M | 7,351,634 |
| 3 | Rockbridge Investment Management, LCC | $159.9M | 6,905,121 |
| 4 | Avantax Planning Partners, Inc. | $157.2M | 6,787,890 |
| 5 | Charles Schwab Trust Co | $125.3M | 5,411,514 |
| 6 | Financial Engines Advisors L.L.C. | $114.5M | 4,942,735 |
| 7 | Total Wealth Planning, LLC | $86.8M | 3,747,793 |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $85.5M | 3,691,159 |
| 9 | GOLDMAN SACHS GROUP INC | $74.3M | 3,205,989 |
| 10 | HighTower Advisors, LLC | $73.8M | 3,186,597 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| JPMORGAN CHASE & CO | +547K | $284.1M |
| Rockbridge Investment Management, LCC | +635K | $159.9M |
| Avantax Planning Partners, Inc. | +277K | $157.2M |
| Total Wealth Planning, LLC | +179K | $86.8M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | +2.0M | $85.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| AMERIPRISE FINANCIAL INC | -1.3M | $170.3M |
| GOLDMAN SACHS GROUP INC | -824K | $74.3M |
| BANK OF AMERICA CORP /DE/ | -763K | $26.5M |
| Destination Wealth Management | -728K | $39.2M |
| ENVESTNET ASSET MANAGEMENT INC | -505K | $91K |
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Frequently Asked Questions
How many institutional investors hold SCHZ?
As of Q1 2025, 631 institutional investors report holding SCHZ (Schwab U.S. Aggregate Bond ETF) in their 13F filings.
Which hedge fund owns the most SCHZ?
The largest institutional holder of SCHZ is JPMORGAN CHASE & CO with $284.1M in shares.
Are institutions buying or selling SCHZ?
This quarter, 198 institutions opened new positions in SCHZ and 45 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.