Schwab US Aggregate Bond ETF (SCHZ)

ETF ยท NYSE Arca

Schwab US Aggregate Bond ETF (SCHZ) is an exchange-traded fund listed on NYSE Arca, where it has traded since July 14, 2011.

Type
Exchange-traded fund
Listed On
NYSE Arca
Listed Since
July 14, 2011

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 670 institutions reported holding SCHZ, with 182.0 million shares worth $4.2 billion in aggregate. The largest reported holder was JPMorgan Chase, with 14.4 million shares worth $335.0 million. Of the 5 largest holders listed below, all 5 added shares during the quarter.

InstitutionSharesValueQuarter change
JPMorgan Chase14,422,540$335MAdded 8.58%
Rockbridge Investment Management, Lcc10,420,258$241MAdded 7.5%
Avantax Planning Partners7,975,307$184MAdded 3.43%
Ameriprise Financial6,809,636$158MAdded 5.26%
Charles Schwab Trust6,601,917$153MAdded 2.91%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is SCHZ?

Schwab US Aggregate Bond ETF (SCHZ) is an exchange-traded fund listed on NYSE Arca, where it has traded since July 14, 2011.

Who are the largest institutional holders of SCHZ?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of SCHZ were JPMorgan Chase, Rockbridge Investment Management, Lcc and Avantax Planning Partners.

How many institutions own SCHZ?

670 institutions reported a position in SCHZ for the quarter ended June 30, 2026, worth $4.2 billion in total.

Did institutions buy or sell SCHZ last quarter?

Of the 5 largest reported holders, all 5 added shares during the quarter. Every reported holder and its change is on the SentiSense ownership page for SCHZ.

Every reported institutional holder, plus insider and congressional trades in SCHZ, on SentiSense.