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SCHZ · Schwab U.S. Aggregate Bond ETF ETF

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$22.67 +0.01 (+0.04%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 7
Total Value: $36,401,088
Total Shares: 1,573,761

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 7 13F filers · Δ vs Mar 31, 2026
Top Holder
52.3%
Sep 2023 → Jun 2026 · range 0.0% – 52.3%
+45.0 pts
Top 5
99.7%
Sep 2023 → Jun 2026 · range 0.0% – 99.7%
+75.9 pts
Top 10
100.0%
Sep 2023 → Jun 2026 · range 0.0% – 100.0%
+64.6 pts
HHI
3,798
Sep 2023 → Jun 2026 · range 0 – 3,798
Highly concentrated+3,612

Quarterly Activity

vs Mar 31, 2026
New
0
Increased
5
Decreased
1
Sold Out
655
Unchanged
1
Holder count: -655
Institutional value: -99.1%
Shares held: -99.1%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
January Capital Advisors LLC +300,572 341,513
CITADEL ADVISORS LLC +276,526 383,817
MLG Wealth Management DBA Pine Grove Financial Group +38,892 822,511
HORAN Wealth, LLC +447 11,523
Parkside Financial Bank & Trust +92 9,027

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Principia Wealth Advisory, LLC −2,427 4,174

Top New Positions

vs Mar 31, 2026
No new positions this quarter.

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
JPMORGAN CHASE & CO 13,282,650 $308,423,130
Rockbridge Investment Management, LCC 9,693,597 $225,085,322
Avantax Planning Partners, Inc. 7,710,661 $179,041,548
AMERIPRISE FINANCIAL INC 6,469,090 $150,212,269
Charles Schwab Trust Co 6,414,972 $148,955,649
Filter: New 0 Increased 5 Reduced 1 Sold out 655 Unchanged 1
Showing 7 of 7
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
MLG Wealth Management DBA Pine Grove Financial Group SCHZ $19,024,679 52.26% 822,511
CITADEL ADVISORS LLC SCHZ $8,877,687 24.39% 383,817
January Capital Advisors LLC SCHZ $7,899,195 21.70% 341,513
HORAN Wealth, LLC SCHZ $266,526 0.73% 11,523
Parkside Financial Bank & Trust SCHZ $208,794 0.57% 9,027
Principia Wealth Advisory, LLC SCHZ $96,544 0.27% 4,174
TUCKER ASSET MANAGEMENT LLC SCHZ $27,663 0.08% 1,196