Schwab US Aggregate Bond ETF (SCHZ) Ownership & Trading Activity
Institutional holders, insider transactions, and congressional trades for SCHZ. 13F holdings as of 2026-06-30.
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.
Top Institutional Holders
| Institution | Shares | Value | Change |
|---|---|---|---|
| JPMorgan Chase | 14,422,540 | $335M | INCREASED |
| Rockbridge Investment Management, Lcc | 10,420,258 | $241M | INCREASED |
| Avantax Planning Partners | 7,975,307 | $184M | INCREASED |
| Ameriprise Financial | 6,809,636 | $158M | INCREASED |
| Charles Schwab Trust | 6,601,917 | $153M | INCREASED |
Full institutional holdings, insider history, and congressional trades for Schwab US Aggregate Bond ETF on SentiSense.