Schwab U.S. Aggregate Bond ETF (SCHZ) Institutional Ownership

$45.56
-0.10 (-0.22%)
(As of 05/16/2024 ET)

Institutional Ownership Changes (13F Filings) for Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Number of
Institutional Buyers
(last 12 months)
388
Total
Institutional Inflows
(last 12 months)
$1.30B
Number of
Institutional Sellers
(last 12 months)
296
Total
Institutional Outflows
(last 12 months)
$365.58M
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SCHZ Institutional Buying and Selling by Quarter

Schwab U.S. Aggregate Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2024Redwood Investment Management LLC50,222$2.31M0.2%+34.1%0.030%
5/16/2024B. Riley Wealth Advisors Inc.12,046$533K0.0%+3.9%0.007%
5/16/2024Ancora Advisors LLC60,002$2.76M0.1%-3.7%0.036%
5/16/2024High Falls Advisors Inc4,761$219K0.1%N/A0.003%
5/16/2024 Waverly Advisors LLC190,432$8.76M0.2%+149.9%0.115%
5/16/2024 Waterford Advisors LLC236,323$10.87M4.6%+0.1%0.142%
5/16/2024 Econ Financial Services Corp26,577$1.22M0.8%-24.1%0.016%
5/15/2024 Ascent Group LLC53,744$2.47M0.2%+34.6%0.032%
5/15/2024 Fairview Capital Investment Management LLC5,725$263K0.0%-22.9%0.003%
5/14/2024 OLD Mission Capital LLC186,330$8.57M0.1%N/A0.112%
5/14/2024 Freestone Capital Holdings LLC189,479$8.72M0.3%-8.0%0.114%
5/14/2024 CreativeOne Wealth LLC45,662$2.10M0.1%+3.2%0.027%
5/14/2024 Burns Matteson Capital Management LLC8,053$370K0.2%-8.3%0.005%
5/14/2024 Vaughan David Investments LLC IL7,528$346K0.0%-9.2%0.005%
5/13/2024 Index Fund Advisors Inc.5,017$231K0.0%-40.0%0.003%
5/13/2024Cedar Wealth Management LLC41,676$1.92M0.6%+5.1%0.025%
5/13/2024 Ameritas Investment Partners Inc.10,816$498K0.0%-12.0%0.007%
5/11/2024 NYL Investors LLC71,700$3.30M0.1%+9.5%0.043%
5/10/2024 Osaic Holdings Inc.195,195$8.98M0.0%-37.9%0.117%
5/10/2024 Blue Barn Wealth LLC55,050$2.53M1.4%-0.6%0.033%
5/10/2024 TIAA Trust National Association7,152$329K0.0%N/A0.004%
5/10/2024 Cooper Haims Advisors LLC58,065$2.67M1.6%-50.9%0.035%
5/10/2024 Towercrest Capital Management533,012$24.52M4.1%+1.7%0.321%
5/10/2024 Nwam LLC42,271$1.92M0.2%+7.8%0.025%
5/10/2024 Reston Wealth Management LLC127,802$5.88M2.4%+8.3%0.077%
5/9/2024 Barden Capital Management Inc.4,704$216K0.2%-13.8%0.003%
5/9/2024 ProVise Management Group LLC79,240$3.65M0.3%-27.7%0.048%
5/9/2024 Orion Portfolio Solutions LLC19,384$892K0.0%-31.2%0.012%
5/9/2024 Maple Capital Management Inc.16,358$752K0.1%+45.3%0.010%
5/9/2024 HBK Sorce Advisory LLC14,105$649K0.0%+34.0%0.008%
5/9/2024 Souders Financial Advisors6,332$291K0.0%-19.4%0.004%
5/9/2024 Texas Yale Capital Corp.6,434$296K0.0%N/A0.004%
5/9/2024 Endowment Wealth Management Inc.15,439$710K0.5%+20.9%0.009%
5/9/2024 Koshinski Asset Management Inc.30,006$1.38M0.1%-9.3%0.018%
5/8/2024 Schneider Downs Wealth Management Advisors LP143,875$6.62M1.5%-17.5%0.087%
5/8/2024 TSA Wealth Managment LLC442,519$20.36M8.9%+10.0%0.266%
5/8/2024 Ethos Financial Group LLC180,326$8.30M1.6%+7.9%0.108%
5/8/2024 Heritage Wealth Advisors4,192$193K0.0%+1,166.5%0.003%
5/8/2024 Avantax Advisory Services Inc.228,069$10.49M0.1%+16.9%0.137%
5/8/2024 US Bancorp DE14,286$657K0.0%-4.3%0.009%
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5/7/2024 WNY Asset Management LLC7,655$352K0.1%-8.8%0.005%
5/7/2024 Abbrea Capital LLC9,275$427K0.1%-9.7%0.006%
5/7/2024 WealthPLAN Partners LLC84,214$3.87M0.4%+4.1%0.051%
5/7/2024 Shared Vision Wealth Group LLC15,128$696K0.4%-8.0%0.009%
5/7/2024 PFG Advisors8,132$374K0.0%-14.6%0.005%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management91,428$4.21M0.1%+7.2%0.055%
5/7/2024 Wealthspire Advisors LLC72,318$3.33M0.0%-18.7%0.043%
5/6/2024 Envestnet Portfolio Solutions Inc.65,226$3M0.0%-16.0%0.039%
5/6/2024 Kades & Cheifetz LLC49,333$2.27M1.5%+0.9%0.030%
5/6/2024 W.H. Cornerstone Investments Inc.17,867$822K0.6%-32.9%0.011%
5/6/2024 ACR Alpine Capital Research LLC23,764$1.09M0.0%+17.5%0.014%
5/4/2024 Beacon Bridge Wealth Partners LLC191,431$8.81M4.2%+1.6%0.115%
5/4/2024 Geneos Wealth Management Inc.22,650$1.04M0.0%-9.2%0.014%
5/4/2024 Csenge Advisory Group36,681$1.69M0.1%+17.6%0.022%
5/3/2024 FDx Advisors Inc.11,846$545K0.1%-7.4%0.007%
5/3/2024 Embree Financial Group21,709$999K0.2%-13.1%0.013%
5/3/2024 Catalina Capital Group LLC16,237$747K0.3%-10.6%0.010%
5/3/2024 Avidian Wealth Solutions LLC54,169$2.49M0.1%-5.8%0.033%
5/3/2024 Larson Financial Group LLC306,288$14.09M1.1%-4.2%0.184%
5/3/2024 Callan Capital LLC159,484$7.34M0.6%-1.0%0.096%
5/3/2024 AA Financial Advisors LLC7,708$355K0.1%N/A0.005%
5/2/2024 Mutual Advisors LLC272,580$12.54M0.4%+22.9%0.164%
5/2/2024 Smart Money Group LLC51,504$2.30M0.9%-20.7%0.031%
5/2/2024 Cliftonlarsonallen Wealth Advisors LLC505,353$23.25M0.5%-1.3%0.304%
5/2/2024 GSB Wealth Management LLC19,467$895K0.3%-81.1%0.012%
5/2/2024 Vantage Financial Partners LLC207,570$9.55M2.6%+1.1%0.125%
5/2/2024 Alliance Wealth Management Group517,757$23.82M6.9%+1.6%0.311%
5/2/2024 Lewis Asset Management LLC10,603$488K0.4%-4.2%0.006%
5/2/2024 REDW Wealth LLC5,081$234K0.1%-10.1%0.003%
5/1/2024 Wakefield Asset Management LLLP129,276$5.95M2.1%+3.9%0.078%
5/1/2024 Resonant Capital Advisors LLC5,198$239K0.0%N/A0.003%
5/1/2024 Cherry Tree Wealth Management LLC36,218$1.67M0.4%+5.8%0.022%
5/1/2024 Blue Trust Inc.215,180$9.90M0.1%+64.8%0.129%
5/1/2024 Ballast Advisors LLC40,991$1.89M0.6%-3.4%0.025%
5/1/2024 Avior Wealth Management LLC79,706$3.67M0.2%+1.6%0.048%
5/1/2024 Retirement Group LLC38,351$1.76M0.6%-14.1%0.023%
5/1/2024 Worth Financial Advisory Group LLC10,620$489K0.3%N/A0.006%
5/1/2024 Sequoia Financial Advisors LLC573,490$26.38M0.3%+1.0%0.345%
4/30/2024 Private Advisor Group LLC23,383$1.08M0.0%-8.7%0.014%
4/30/2024 Curtis Advisory Group LLC86,164$3.96M1.5%+22.3%0.052%
4/30/2024 HB Wealth Management LLC9,464$435K0.0%-44.5%0.006%
4/30/2024 Valley Forge Investment Consultants Inc. ADV43,827$2.02M0.8%+4.1%0.026%
4/30/2024 MN Wealth Advisors LLC50,865$2.34M1.4%+12.0%0.031%
4/30/2024 JMG Financial Group Ltd.216,561$9.96M0.4%-0.9%0.130%
4/30/2024 Signet Investment Advisory Group Inc.17,363$799K0.4%+3.7%0.010%
4/30/2024 Perigon Wealth Management LLC46,648$2.15M0.1%-2.6%0.028%
4/30/2024 Mayflower Financial Advisors LLC126,094$5.80M0.5%+3.9%0.076%
4/29/2024Commonwealth Equity Services LLC99,425$4.57M0.0%-0.3%0.060%
4/29/2024 FAS Wealth Partners Inc.320,085$14.72M1.3%+0.4%0.192%
4/29/2024 ETF Store Inc.108,240$4.98M2.8%+17.9%0.065%
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4/29/2024 Lederer & Associates Investment Counsel CA14,157$651K0.5%+1.8%0.009%
4/29/2024 Aspire Wealth Management Corp2,692$124K0.1%-52.2%0.002%
4/29/2024 Forthright Family Wealth Advisory LLC125,786$5.79M3.9%+22.7%0.076%
4/29/2024 American Capital Advisory LLC10,078$473K0.4%+2.6%0.006%
4/29/2024 Newman Dignan & Sheerar Inc.12,694$584K0.2%-30.1%0.008%
4/27/2024 Guardian Financial Partners LLC83,205$3.83M2.6%+9.3%0.050%
4/27/2024 Members Advisory Group LLC256,955$11.82M6.7%-5.6%0.155%
4/26/2024 RCS Financial Planning LLC9,114$419K0.3%-15.3%0.005%
4/26/2024 LifeSteps Financial Inc.1,365$63K0.0%N/A0.001%
4/26/2024Prestige Wealth Management Group LLC4,023$185K0.0%-53.5%0.002%
(Data available from 1/1/2016 forward)

SCHZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCHZ shares?

During the previous two years, 637 institutional investors and hedge funds held shares of Schwab U.S. Aggregate Bond ETF. The most heavily invested institutionals were Charles Schwab Investment Management Inc. ($1.25B), Cerity Partners LLC ($200.40M), Milliman Financial Risk Management LLC ($172.36M), Ameriprise Financial Inc. ($144.05M), Avantax Planning Partners Inc. ($139.63M), Goldman Sachs Group Inc. ($116.90M), and Financial Engines Advisors L.L.C. ($114.39M).Learn more on SCHZ's institutional investors.

Which institutional investors have been buying Schwab U.S. Aggregate Bond ETF stock?

Of the 534 institutional investors that purchased Schwab U.S. Aggregate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: CFS Investment Advisory Services LLC ($14.04M), Charles Schwab Investment Management Inc. ($8.04M), Cerity Partners LLC ($4.25M), Destination Wealth Management ($2.90M), Rational Advisors LLC ($2.45M), JPMorgan Chase & Co. ($2.36M), and Avantax Planning Partners Inc. ($1.55M).

How much institutional buying is happening at Schwab U.S. Aggregate Bond ETF?

Institutional investors have bought a total of 72,313,593 shares in the last 24 months. This purchase volume represents approximately $3.41B in transactions.

Which Schwab U.S. Aggregate Bond ETF major shareholders have been selling company stock?

Of the 439 institutional investors that sold Schwab U.S. Aggregate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: CFS Investment Advisory Services LLC ($13.72M), Wealth Enhancement Advisory Services LLC ($5.08M), Resources Investment Advisors LLC. ($1.59M), Destination Wealth Management ($1.32M), Sensible Financial Planning & Management LLC. ($1.25M), Envestnet Asset Management Inc. ($1.07M), and Creative Planning ($837.97K).

How much institutional selling is happening at Schwab U.S. Aggregate Bond ETF?

Institutional investors have sold a total of 44,045,390 shares in the last 24 months. This volume of shares sold represents approximately $2.06B in transactions.


This page (NYSEARCA:SCHZ) was last updated on 5/16/2024 by MarketBeat.com Staff

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