13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundBellwetherCompounder
SCHZ

SCHWAB US AGGREGATE BOND ETF

717 institutions still hold SCHWAB US AGGREGATE BOND ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808524839·Exchange Traded Fund·717 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 7.8%
vs prior quarter
13F value held
$2.0B
62.0% inst. owned
of float
Holders
717
-78 QoQ
filers reporting
Activity
+25 / −103
+890 added · −821 reduced
this quarter
Concentration
15.21%
JPMORGAN CHASE & CO #1
top holder share
AI Holders Summary · Q1 2026

717 institutions reported SCHZ in Q1 2026. JPMORGAN CHASE & CO leads at 15.2% of the visible book. -78 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
JPMORGAN CHASE & CO
CIK 0000019617
$308M13.3M0.02%Q1 202602
Rockbridge Investment Management, LCC
CIK 0001821984
$225M9.7M20.23%Q1 202603
Avantax Planning Partners, Inc.
CIK 0001005441
$179M7.7M4.92%Q1 202604
AMERIPRISE FINANCIAL INC
CIK 0000820027
$150M6.5M0.03%Q1 202605
Charles Schwab Trust Co
CIK 0001789219
$149M6.4M9.66%Q1 202606
Financial Engines Advisors L.L.C.
CIK 0001420473
$126M5.4M0.26%Q1 202607
CWM, LLC
CIK 0001535847
$111M4.8M0.29%Q1 202608
HighTower Advisors, LLC
CIK 0001462245
$104M4.5M0.11%Q1 202609
Kohmann Bosshard Financial Services, LLC
CIK 0001696615
$77M3.3M7.50%Q1 202610
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$76M3.3M0.02%Q1 202611
GOLDMAN SACHS GROUP INC
CIK 0000886982
$73M3.1M0.01%Q1 202612
RATIONAL ADVISORS, INC.
CIK 0001143565
$71M3.1M7.29%Q1 202613
MORGAN STANLEY
CIK 0000895421
$53M2.3M0.00%Q1 202614
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$51M2.2M0.10%Q1 202615
Mariner, LLC
CIK 0001373442
$50M2.2M0.06%Q1 202616
Pioneer Wealth Management Group
CIK 0001973339
$46M2.0M13.02%Q1 202617
McAdam, LLC
CIK 0001695490
$46M2.0M2.08%Q1 202618
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$44M1.9M0.02%Q1 202619
Cerity Partners LLC
CIK 0001566475
$42M1.8M0.06%Q1 202620
Cetera Investment Advisers
CIK 0001666741
$41M1.8M0.04%Q1 2026
Page 1 of 36
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