SCHZ

Schwab U.S. Aggregate Bond ETF

$23.22-0.08 (-0.34%)Financial ServicesNYSE_ARCA

Institutional Holders

200

as of Q4 2025

Total Shares Held

InfinityB

Total Value

$InfinityT

% of Float

—

Price History

Top Institutional Holders(Q4 2025)

#	Fund	Shares	Value	% of Portfolio	Type
1	JPMORGAN CHASE & CO	11,585,056	$270.0M	0.02%	Share
2	Rockbridge Investment Management, LCC	8,957,935	$209.3M	19.47%	Share
3	Avantax Planning Partners, Inc.	7,447,340	$174.0M	4.87%	Share
4	AMERIPRISE FINANCIAL INC	6,360,958	$148.0M	0.03%	Share
5	Charles Schwab Trust Co	6,215,188	$145.2M	9.55%	Share
6	Financial Engines Advisors L.L.C.	5,396,451	$126.1M	0.24%	Share
7	HighTower Advisors, LLC	4,117,942	$96.0M	0.10%	Share
8	CWM, LLC	4,022,406	$94.0M	0.25%	Share
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	3,951,537	$92.5M	0.13%	Share
10	Align Financial, LLC	74,280	$74.3M	0.04%	Share
11	GOLDMAN SACHS GROUP INC	3,199,775	$74.0M	0.01%	Share
12	OneDigital Investment Advisors LLC	3,117,962	$72.0M	0.71%	Share
13	BlueSky Wealth Advisors, LLC	2,400,575	$56.1M	7.40%	Share
14	ENVESTNET ASSET MANAGEMENT INC	2,324,753	$54.0M	0.02%	Share
15	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	504,408	$50.7M	0.03%	Share
16	Destination Wealth Management	1,945,776	$45.5M	1.19%	Share
17	McAdam, LLC	1,916,045	$44.0M	2.01%	Share
18	Pioneer Wealth Management Group	1,814,258	$42.4M	12.87%	Share
19	Cetera Investment Advisers	1,652,505	$38.0M	0.04%	Share
20	FINANCIAL LIFE ADVISORS	1,477,753	$34.5M	10.65%	Share
21	Phil A. Younker & Associates, Ltd.	1,468,133	$34.3M	23.92%	Share
22	DAYMARK WEALTH PARTNERS, LLC	1,441,944	$33.7M	1.07%	Share
23	Blue Trust, Inc.	1,439,935	$33.7M	0.38%	Share
24	Mariner, LLC	1,449,550	$33.0M	0.04%	Share
25	JONES FINANCIAL COMPANIES LLLP	1,444,097	$33.0M	0.02%	Share
26	Horst & Graben Wealth Management LLC	1,389,168	$32.5M	4.90%	Share
27	TruNorth Capital Management, LLC	1,271,246	$29.7M	5.64%	Share
28	KilterHowling LLC	1,256,444	$29.4M	14.88%	Share
29	ZynergyRetirementPlanningLLC	1,251,547	$29.2M	18.00%	Share
30	Modern Wealth Management, LLC	1,178,919	$27.6M	0.50%	Share
31	NorthRock Partners, LLC	1,185,787	$27.0M	0.46%	Share
32	Mokosak Advisory Group, LLC	1,152,078	$26.9M	6.76%	Share
33	THEORY FINANCIAL LLC	1,139,188	$26.7M	9.00%	Share
34	Plum Street Advisors, LLC	1,130,941	$26.4M	9.41%	Share
35	Austin Private Wealth, LLC	1,116,835	$26.1M	1.94%	Share
36	Alliance Wealth Management Group	1,018,851	$23.8M	5.23%	Share
37	Towercrest Capital Management	1,018,851	$23.8M	3.75%	Share
38	MORGAN STANLEY	991,762	$23.0M	0.00%	Share
39	TSA Wealth Managment LLC	938,747	$21.9M	7.27%	Share
40	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	935,914	$21.9M	0.33%	Share
41	Sanctuary Advisors, LLC	938,147	$21.7M	0.15%	Share
42	Sanctuary Advisors, LLC	938,147	$21.7M	0.14%	Share
43	Sanctuary Advisors, LLC	928,696	$21.6M	0.13%	Share
44	MERCER GLOBAL ADVISORS INC /ADV	939,297	$21.0M	0.03%	Share
45	BANK OF AMERICA CORP /DE/	910,993	$21.0M	0.00%	Share
46	Asset Allocation Strategies LLC	882,937	$20.6M	3.82%	Share
47	Vestmark Advisory Solutions, Inc.	866,448	$20.2M	0.27%	Share
48	ELEVATION POINT WEALTH PARTNERS, LLC	866,561	$20.0M	0.96%	Share
49	Vident Advisory, LLC	885,913	$20.0M	0.18%	Share
50	Sanctuary Advisors, LLC	839,357	$19.6M	0.11%	Share
51	Bond & Devick Financial Network, Inc.	822,996	$19.2M	5.42%	Share
52	JPMORGAN CHASE & CO	842,272	$19.0M	0.00%	Share
53	LPL Financial LLC	842,638	$19.0M	0.01%	Share
54	One Wealth Advisors, LLC	797,267	$18.6M	2.28%	Share
55	Revolve Wealth Partners, LLC	789,604	$18.5M	2.17%	Share
56	MONETA GROUP INVESTMENT ADVISORS LLC	781,082	$18.0M	0.14%	Share
57	Revisor Wealth Management LLC	740,283	$17.3M	4.64%	Share
58	Mutual Advisors, LLC	690,824	$16.1M	0.35%	Share
59	UBS Group AG	674,672	$15.8M	0.00%	Share
60	James J. Burns & Company, LLC	671,466	$15.7M	2.17%	Share
61	RAYMOND JAMES FINANCIAL INC	680,149	$15.0M	0.00%	Share
62	Creative Planning	659,907	$15.0M	0.01%	Share
63	Pacific Park Financial, Inc.	640,008	$15.0M	9.34%	Share
64	CFS Investment Advisory Services, LLC	633,702	$14.8M	1.08%	Share
65	Cedar Mountain Advisors, LLC	627,593	$14.7M	2.83%	Share
66	Columbus Macro, LLC	597,513	$14.0M	1.53%	Share
67	Ascent Group, LLC	583,713	$13.6M	0.47%	Share
68	Arnold Financial Planning LLC	564,204	$13.2M	13.59%	Share
69	UNITED CAPITAL FINANCIAL ADVISORS, LLC	563,098	$13.0M	0.08%	Share
70	Mariner, LLC	577,568	$13.0M	0.02%	Share
71	Cypress Wealth Services, LLC	549,682	$12.8M	1.78%	Share
72	Christensen, King & Associates Investment Services, Inc.	530,451	$12.4M	5.29%	Share
73	OSAIC HOLDINGS, INC.	546,609	$12.0M	0.02%	Share
74	GOLDMAN SACHS GROUP INC	548,921	$12.0M	0.00%	Share
75	EP Wealth Advisors, LLC	523,420	$12.0M	0.06%	Share
76	MYECFO, LLC	513,371	$12.0M	5.09%	Share
77	Clearview Wealth Advisors LLC	505,777	$11.8M	7.49%	Share
78	KICKSTAND VENTURES, LLC.	484,183	$11.3M	2.38%	Share
79	SigFig Wealth Management, LLC	469,825	$11.0M	0.33%	Share
80	Grove Street Fiduciary, LLC	466,430	$10.9M	4.56%	Share
81	Apriem Advisors	460,852	$10.8M	0.99%	Share
82	Ballast Financial Advisors LLC	451,800	$10.6M	10.87%	Share
83	Mayflower Financial Advisors, LLC	441,754	$10.3M	1.25%	Share
84	Savant Capital, LLC	457,992	$10.0M	0.06%	Share
85	IFP Advisors, Inc	453,917	$10.0M	0.22%	Share
86	MorganRosel Wealth Management, LLC	423,510	$9.9M	2.48%	Share
87	Summit Financial Strategies, Inc.	414,423	$9.7M	0.80%	Share
88	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	404,983	$9.5M	0.19%	Share
89	Affinity Capital Advisors, LLC	401,793	$9.4M	1.30%	Share
90	Focus Financial Network, Inc.	398,837	$9.3M	0.32%	Share
91	Tempus Wealth Planning, LLC	397,795	$9.3M	2.13%	Share
92	Daviman Financial, LLC	389,946	$9.1M	5.35%	Share
93	Security Financial Services, INC.	389,230	$9.1M	1.43%	Share
94	OSAIC HOLDINGS, INC.	419,000	$9.0M	0.01%	Share
95	BREAKTHRU ADVISORY SERVICES, LLC	385,142	$9.0M	5.75%	Share
96	Cerity Partners LLC	407,028	$9.0M	0.01%	Share
97	AlphaCore Capital LLC	396,007	$9.0M	0.20%	Share
98	Ashton Thomas Private Wealth, LLC	369,548	$8.6M	0.21%	Share
99	FFG RETIREMENT ADVISORS LLC	365,927	$8.6M	5.30%	Share
100	AE Wealth Management LLC	363,972	$8.5M	0.05%	Share
101	HENGEHOLD CAPITAL MANAGEMENT LLC	360,315	$8.4M	0.71%	Share
102	Peak Financial Management, Inc.	353,378	$8.3M	2.13%	Share
103	Beacon Pointe Advisors, LLC	374,237	$8.0M	0.06%	Share
104	CLIENT 1ST ADVISORY GROUP, LLC	341,977	$8.0M	2.50%	Share
105	RESTON WEALTH MANAGEMENT LLC	335,417	$7.8M	2.40%	Share
106	Avior Wealth Management, LLC	319,946	$7.5M	0.23%	Share
107	Forthright Family Wealth Advisory LLC	319,426	$7.5M	4.69%	Share
108	CREATIVE FINANCIAL DESIGNS INC /ADV	315,094	$7.4M	0.46%	Share
109	SNS Financial Group, LLC	305,279	$7.1M	0.61%	Share
110	Midwest Financial Group LLC	302,319	$7.1M	3.12%	Share
111	Larson Financial Group LLC	332,361	$7.0M	0.23%	Share
112	MAI Capital Management	314,483	$7.0M	0.04%	Share
113	LEAVELL INVESTMENT MANAGEMENT, INC.	318,304	$7.0M	0.29%	Share
114	Cambridge Investment Research Advisors, Inc.	318,401	$7.0M	0.02%	Share
115	Hoxton Planning & Management, LLC	287,218	$6.7M	2.01%	Share
116	WealthShield Partners, LLC	284,919	$6.7M	0.73%	Share
117	Merit Financial Group, LLC	283,848	$6.6M	0.05%	Share
118	Curtis Advisory Group, LLC	282,275	$6.6M	1.38%	Share
119	PARK AVENUE SECURITIES LLC	280,584	$6.6M	0.06%	Share
120	Independent Solutions Wealth Management, LLC	280,510	$6.6M	1.20%	Share
121	Marotta Asset Management	274,761	$6.4M	1.19%	Share
122	Fairway Financial, LLC	265,887	$6.2M	4.69%	Share
123	Creative Planning	279,034	$6.0M	0.00%	Share
124	FIFTH THIRD SECURITIES, INC.	254,732	$6.0M	0.39%	Share
125	Northeast Financial Group, Inc.	252,917	$5.9M	1.34%	Share
126	Bogart Wealth, LLC	249,985	$5.8M	0.23%	Share
127	Compass Financial Group, INC/SD	242,926	$5.7M	0.81%	Share
128	Clay Northam Wealth Management, LLC	242,146	$5.7M	3.14%	Share
129	LATHROP INVESTMENT MANAGEMENT CO	231,455	$5.4M	0.98%	Share
130	Freestone Capital Holdings, LLC	219,415	$5.1M	0.15%	Share
131	Advisor OS, LLC	215,732	$5.0M	0.41%	Share
132	Main Street Financial Solutions, LLC	215,172	$5.0M	0.38%	Share
133	Manske Wealth Management	214,700	$5.0M	1.48%	Share
134	Integrated Wealth Concepts LLC	233,262	$5.0M	0.06%	Share
135	Waverly Advisors, LLC	232,165	$5.0M	0.04%	Share
136	Cerity Partners LLC	214,698	$5.0M	0.01%	Share
137	BANK OF AMERICA CORP /DE/	255,980	$5.0M	0.00%	Share
138	Tradition Wealth Management, LLC	210,759	$4.9M	0.35%	Share
139	Guardian Financial Partners, LLC	207,200	$4.8M	2.04%	Share
140	Wakefield Asset Management LLLP	206,528	$4.8M	1.31%	Share
141	Fischer Financial Services, Inc.	200,267	$4.7M	1.24%	Share
142	Brookstone Capital Management	198,881	$4.6M	0.05%	Share
143	XY Planning Network, Inc.	198,341	$4.6M	0.81%	Share
144	PHILLIPS FINANCIAL MANAGEMENT, LLC	196,701	$4.6M	0.30%	Share
145	HC Advisors, LLC	195,678	$4.6M	3.16%	Share
146	Bestgate Wealth Advisors, LLC	194,190	$4.5M	7.97%	Share
147	BFSG, LLC	191,137	$4.5M	0.43%	Share
148	WealthPLAN Partners, LLC	187,092	$4.4M	0.65%	Share
149	FIDUCIENT ADVISORS LLC	182,208	$4.3M	0.53%	Share
150	VanderPol Investments L.L.C.	181,981	$4.3M	7.39%	Share
151	TPG Advisors LLC	181,936	$4.3M	2.65%	Share
152	LIFELONG WEALTH ADVISORS, INC.	179,397	$4.2M	1.11%	Share
153	Farther Finance Advisors, LLC	175,808	$4.1M	0.04%	Share
154	VSM Wealth Advisory, LLC	175,508	$4.1M	1.23%	Share
155	Cassilly Financial Group LLC	174,069	$4.1M	3.60%	Share
156	Beacon Bridge Wealth Partners, LLC	174,021	$4.1M	1.35%	Share
157	Perigon Wealth Management, LLC	173,687	$4.1M	0.07%	Share
158	Redwood Investment Management, LLC	175,465	$4.0M	0.45%	Share
159	Curi Capital, LLC	175,404	$4.0M	0.07%	Share
160	Chatterton & Associates Inc.	170,971	$4.0M	3.42%	Share
161	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	162,611	$3.8M	0.07%	Share
162	Brady Martz Wealth Solutions, LLC	158,972	$3.7M	0.65%	Share
163	Spectrum Planning & Advisory Services Inc.	157,527	$3.7M	1.89%	Share
164	CAHILL FINANCIAL ADVISORS INC	157,241	$3.7M	0.40%	Share
165	Krilogy Financial LLC	154,383	$3.6M	0.12%	Share
166	Curbstone Financial Management Corp	154,450	$3.6M	0.69%	Share
167	LOWERY THOMAS, LLC	152,568	$3.6M	2.01%	Share
168	NYL Investors LLC	151,945	$3.5M	1.21%	Share
169	COOPER/HAIMS ADVISORS, LLC	147,264	$3.4M	1.56%	Share
170	Breakwater Investment Management	146,227	$3.4M	1.24%	Share
171	PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	142,331	$3.3M	0.21%	Share
172	Range Financial Group LLC	141,277	$3.3M	1.14%	Share
173	Patriot Financial Group Insurance Agency, LLC	139,556	$3.3M	0.39%	Share
174	Smart Money Group LLC	139,387	$3.3M	0.95%	Share
175	Grey Fox Wealth Advisors, LLC	139,039	$3.2M	0.67%	Share
176	Keystone Wealth Services, LLC	138,678	$3.2M	0.68%	Share
177	Hidden Cove Wealth Management, LLC	137,963	$3.2M	2.09%	Share
178	Friedenthal Financial	137,318	$3.2M	1.65%	Share
179	Chesapeake Wealth Management	137,277	$3.2M	0.96%	Share
180	Victrix Investment Advisors	136,337	$3.2M	1.23%	Share
181	Emergent Wealth Advisors, LLC	136,137	$3.2M	1.79%	Share
182	OARSMAN CAPITAL, INC.	130,853	$3.1M	0.40%	Share
183	HARBOUR INVESTMENTS, INC.	130,298	$3.0M	0.06%	Share
184	North Forty Two & Co.	130,294	$3.0M	2.87%	Share
185	Red Tortoise LLC	129,744	$3.0M	1.29%	Share
186	COMMONWEALTH EQUITY SERVICES, LLC	151,885	$3.0M	0.00%	Share
187	JPMORGAN CHASE & CO	160,334	$3.0M	0.00%	Share
188	SageView Advisory Group, LLC	170,763	$3.0M	0.10%	Share
189	FOUNDATIONS INVESTMENT ADVISORS, LLC	149,959	$3.0M	0.04%	Share
190	Newport Capital Group, LLC	1,069	$3.0M	1.47%	Share
191	Global Retirement Partners, LLC	147,394	$3.0M	0.05%	Share
192	Twin Cities Retirement Group LLC	127,467	$3.0M	2.87%	Share
193	INTEGRITY ALLIANCE, LLC.	124,602	$2.9M	0.11%	Share
194	STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC	123,163	$2.9M	2.43%	Share
195	Valmark Advisers, Inc.	121,768	$2.8M	0.04%	Share
196	CURTIS WEALTH MANAGEMENT LLC	120,239	$2.8M	2.45%	Share
197	5T Wealth, LLC	120,677	$2.8M	1.13%	Share
198	Aventus Investment Advisors, Inc.	118,293	$2.8M	2.24%	Share
199	WealthPoint Financial, LLC	116,565	$2.7M	2.37%	Share
200	CVA Family Office, LLC	116,262	$2.7M	0.31%	Share