Schwab US Aggregate Bond ETF (SCHZ): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
2 concentrated managers hold it; combined they have held more shares for 3 quarters in a row (1 added, 0 trimmed). Its median weight in those portfolios is 0.2%.
Quarter flow (concentrated managers)
Change in managers (2 → 2): 0 opened · 0 exited = 0
Net flow in the quarter: +$8K (+351 shares) · bought $8K and sold $0Shares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.
Accumulation: combined they have held more shares for 3 quarters in a row (1 added, 0 trimmed). It is the combined share count of those still holding it: one large buyer can outweigh many who trimmed.
Concentrated managers holding it
- OMC Financial Services$1.3M0.4%
- Quantum Capital ManagementIncreased$272K0.0%+0.0 pp
Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.
Largest holders of SCHZ (all 13F filers)
- JPMorgan Chase14.4 MBank or trading desk+1.1 M
- Rockbridge Investment Management, LCC10.4 MType not verified+727 K
- Avantax Planning Partners8.0 MType not verified+265 K
- Ameriprise Financial6.8 MWealth adviser+341 K
- Charles Schwab Trust6.6 MWealth adviser+187 K
- Financial Engines Advisors L.L.C5.7 MWealth adviser+267 K
- HighTower Advisors4.3 MWealth adviser−199 K
- Kohmann Bosshard Financial Services3.9 MType not verified+535 K
- Envestnet Asset Management3.5 MWealth adviser+189 K
- Rational Advisors3.1 MType not verified+66 K
- Shares
- 14.4 M
- Change
- +1.1 M
See more
- Type
- Bank or trading desk
- Value
- $335M
- Shares
- 10.4 M
- Change
- +727 K
See more
- Type
- Type not verified
- Value
- $241M
- Shares
- 8.0 M
- Change
- +265 K
See more
- Type
- Type not verified
- Value
- $184M
- Shares
- 6.8 M
- Change
- +341 K
See more
- Type
- Wealth adviser
- Value
- $158M
- Shares
- 6.6 M
- Change
- +187 K
See more
- Type
- Wealth adviser
- Value
- $153M
- Shares
- 5.7 M
- Change
- +267 K
See more
- Type
- Wealth adviser
- Value
- $131M
- Shares
- 4.3 M
- Change
- −199 K
See more
- Type
- Wealth adviser
- Value
- $99.3M
- Shares
- 3.9 M
- Change
- +535 K
See more
- Type
- Type not verified
- Value
- $89.2M
- Shares
- 3.5 M
- Change
- +189 K
See more
- Type
- Wealth adviser
- Value
- $80.6M
- Rational Advisors
- Shares
- 3.1 M
- Change
- +66 K
See more
- Type
- Type not verified
- Value
- $72.7M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗