Who owns SCHZ?
Schwab U.S. Aggregate Bond ETF · Schwab
673 institutions reported holding SCHZ, worth $4.3B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SCHZ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co | New York, NY | $335.0M | 14,422,540 | +1,139,890 shares |
| Rockbridge Investment Management, LCC | Syracuse, NY | $241.0M | 10,420,258 | +726,661 shares |
| Avantax Planning Partners, Inc. | Dubuque, IA | $184.5M | 7,975,307 | +264,646 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $157.5M | 6,809,636 | +340,546 shares |
| Charles Schwab Trust Co | Henderson, NV | $152.7M | 6,601,917 | +186,945 shares |
| Financial Engines Advisors L.L.C. | Santa Clara, CA | $131.4M | 5,681,166 | +267,337 shares |
| HighTower Advisors, LLC | Chicago, IL | $99.3M | 4,292,060 | −199,078 shares |
| Kohmann Bosshard Financial Services, LLC | Fairlawn, OH | $89.2M | 3,855,498 | +534,699 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $80.6M | 3,483,103 | +188,635 shares |
| Rational Advisors, Inc. | San Juan, PR | $72.7M | 3,142,160 | +65,898 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
Similar ETFs
Compare what they hold: SCHZ vs FPE, SCHZ vs SRLN, SCHZ vs ICSH, SCHZ vs EAGG.
Frequently asked questions
Who owns SCHZ?
673 institutional managers reported holding SCHZ in Form 13F filings for June 30, 2026, worth $4.3B in total. The largest reported position was held by JPMorgan Chase & Co, at $335.0M.
Did institutions buy or sell SCHZ last quarter?
Reported 13F value rose 5.8% from March 31, 2026, which includes price moves as well as buying and selling. 73 firms reported a new position and 46 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SCHZ ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.