Schwab US Aggregate Bond

SCHZ • ARCA

Schwab US Aggregate Bond is an exchange-traded fund on ARCA. As of Q3 2025, 605 institutional investors hold shares in this ETF, with total holdings valued at $3.9B. JPMORGAN CHASE & CO is the largest holder with a position valued at $284.8M.

Overview

Overview of institutional ownership in SCHZ as of Q3 2025

All Institutions

Institutions: 605
Value Held: $3.9B
Shares Held: 164.0M
Avg Position: $6.4M
Median Position: $911.7K

Hedge Funds

Hedge Funds: 6
Value Held: $6.7M
Shares Held: 285.1K
Avg Position: $1.1M
Median Position: $684.4K

Biggest Investors

Institutions with the largest positions in SCHZ as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$284.8M 0.02% of portfolio	12.1M shares	Q4 2017 Held for 7y 11m	$1.56T
Rockbridge Investment Management, LCC RIA/Wealth	Patrick Eugene Rohe CEO	$186.8M 18.44% of portfolio	8.0M shares	Q2 2020 Held for 5y 5m	$1.0B
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV RIA/Wealth	Louie Alan Rosalez President	$168.6M 4.83% of portfolio	7.2M shares	Q4 2016 Held for 8y 11m	$3.5B
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$146.1M 0.03% of portfolio	6.2M shares	≤ Q2 2013 Held for 12y 5m+	$433.11B
C Charles Schwab Trust Co Institution	-	$139.6M 9.48% of portfolio	5.9M shares	Q3 2020 Held for 5y 2m	$1.5B
F Financial Engines Advisors L.L.C. Institution	-	$127.4M 0.24% of portfolio	5.4M shares	Q4 2016 Held for 8y 11m	$52.4B
Total Wealth Planning, LLC RIA/Wealth	Robert Norman Siegmann Member	$97.1M 11.24% of portfolio	4.1M shares	Q4 2018 Held for 6y 11m	$864.2M
HighTower Advisors, LLC RIA/Wealth	Robert David Oros CEO	$89.5M 0.10% of portfolio	3.8M shares	Q2 2015 Held for 10y 5m	$87.7B
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC RIA/Wealth	James Loren Cahn Chairman	$85.1M 0.13% of portfolio	3.6M shares	Q4 2014 Held for 10y 11m	$65.5B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$78.0M 0.02% of portfolio	3.3M shares	≤ Q2 2013 Held for 12y 5m+	$341.99B

Net Capital Flow

Institutional buying and selling activity for SCHZ in Q3 2025

Traded: +$120.1M
Buyers: 317
Sellers: 281
Total Bought: +$333.3M
Total Sold: −$213.2M
Avg Position: $5.8M

Biggest Buyers

Institution	Net Bought	Current Position
Modern Wealth Management, LLC RIA/Wealth	+$27.1M +1.2M shares	$27.1M 1.2M shares
Cetera Investment Advisers RIA/Wealth	+$22.9M +977.0K shares	$38.5M 1.6M shares
NorthRock Partners, LLC RIA/Wealth	+$21.9M +935.2K shares	$22.0M 935.6K shares
Vestmark Advisory Solutions, Inc. Fund of Funds	+$18.2M +775.1K shares	$18.2M 775.1K shares
Mount Yale Investment Advisors, LLC RIA/Wealth	+$18.2M +775.1K shares	$18.2M 775.1K shares
A Advisor Group Holdings, Inc. Institution	+$13.9M +595.5K shares	$24.8M 1.1M shares
Rockbridge Investment Management, LCC RIA/Wealth	+$13.5M +576.0K shares	$186.8M 8.0M shares
F Financial Engines Advisors L.L.C. Institution	+$12.3M +524.6K shares	$127.4M 5.4M shares
Waterford Advisors, LLC RIA/Wealth	+$8.7M +370.9K shares	$9.0M 384.3K shares
C Charles Schwab Trust Co Institution	+$8.4M +359.8K shares	$139.6M 5.9M shares

Biggest Sellers

Institution	Net Sold	Current Position
AMERIPRISE FINANCIAL INC Institution	−$28.7M −1.2M shares	$146.1M 6.2M shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$15.9M −678.2K shares	$78.0M 3.3M shares
UBS Group AG Institution	−$15.5M −661.0K shares	$16.2M 690.9K shares
AlphaStar Capital Management, LLC RIA/Wealth	−$14.0M −602.2K shares	Sold Off 0 shares
Duncan Williams Asset Management, LLC RIA/Wealth	−$10.8M −464.7K shares	Sold Off 0 shares
A Ascent Group, LLC Institution	−$8.7M −372.8K shares	$7.9M 335.7K shares
R Resources Investment Advisors, Inc. Pension/Endowment	−$7.7M −330.1K shares	$77.9M 3.3M shares
JPMORGAN CHASE & CO Institution	−$6.8M −288.8K shares	$284.8M 12.1M shares
R Robertson Stephens Wealth Management, LLC Institution	−$4.9M −210.1K shares	Sold Off 0 shares
GOLDMAN SACHS GROUP INC Institution	−$4.7M −201.5K shares	$75.7M 3.2M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited SCHZ in Q3 2025

New Positions: 26
New Value: $87.2M
Exited Positions: 60
Exited Value: $61.9M

New Positions

Institution	Position Value
Modern Wealth Management, LLC RIA/Wealth	$27.1M 1.2M shares
Mount Yale Investment Advisors, LLC RIA/Wealth	$18.2M 775.1K shares
Vestmark Advisory Solutions, Inc. Fund of Funds	$18.2M 775.1K shares
BREAKTHRU ADVISORY SERVICES, LLC RIA/Wealth	$8.3M 355.3K shares
Strategic Wealth Partners, Ltd. RIA/Wealth	$3.5M 149.0K shares
Keystone Wealth Services, LLC RIA/Wealth	$3.1M 133.1K shares
Robeco Investment Management, Inc. Long Only Manager	$2.1M 87.4K shares
Mach-1 Financial Group, Inc. RIA/Wealth	$854.6K 36.4K shares
Integrity Advisory Solutions, LLC RIA/Wealth	$854.6K 36.4K shares
Investment Research Partners LLC Hedge Fund•Multi-Strategy	$817.2K 34.6K shares

Exited Positions

Institution	Previous Position
AlphaStar Capital Management, LLC RIA/Wealth	$14.0M 602.2K shares
Duncan Williams Asset Management, LLC RIA/Wealth	$10.8M 464.7K shares
R Robertson Stephens Wealth Management, LLC Institution	$4.9M 210.1K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$4.3M 186.1K shares
VSM Wealth Advisory, LLC RIA/Wealth	$4.1M 177.3K shares
Victrix Investment Advisors RIA/Wealth	$2.5M 108.8K shares
F FLOW TRADERS U.S. LLC Institution	$2.5M 108.6K shares
M MAGNOLIA CAPITAL ADVISORS LLC Institution	$2.4M 103.6K shares
CALTON & ASSOCIATES, INC. RIA/Wealth	$1.9M 82.5K shares
Advisors Preferred, LLC Institution	$1.8M 75.7K shares

Options Activity

Institutions with the largest Call and Put options positions in SCHZ as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with SCHZ as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Phil A. Younker & Associates, Ltd. RIA/Wealth	Jr. Phil Younker Owner	21.68% $28.3M	1.2M shares	Q4 2024 Held for 11 months	$130.6M
Z ZynergyRetirementPlanningLLC Institution	-	18.51% $29.3M	1.3M shares	Q2 2024 Held for 1y 5m	$158.6M
Rockbridge Investment Management, LCC RIA/Wealth	Patrick Eugene Rohe CEO	18.44% $186.8M	8.0M shares	Q2 2020 Held for 5y 5m	$1.0B
Pioneer Wealth Management Group RIA/Wealth	Milad Taghehchian CEO	18.15% $56.2M	2.4M shares	Q1 2025 Held for 8 months	$309.8M
KilterHowling LLC RIA/Wealth	Kreighton Kennedy Bieger Managing Partner	15.99% $28.7M	1.2M shares	Q4 2021 Held for 3y 11m	$179.6M
Total Wealth Planning, LLC RIA/Wealth	Robert Norman Siegmann Member	11.24% $97.1M	4.1M shares	Q4 2018 Held for 6y 11m	$864.2M
THEORY FINANCIAL LLC RIA/Wealth	Ryan Charles Stout Managing Partner	10.48% $28.6M	1.2M shares	Q4 2022 Held for 2y 11m	$273.2M
FINANCIAL LIFE ADVISORS RIA/Wealth	Kirk Warren Francis CEO	10.33% $32.1M	1.4M shares	Q3 2020 Held for 5y 2m	$311.3M
C Charles Schwab Trust Co Institution	-	9.48% $139.6M	5.9M shares	Q3 2020 Held for 5y 2m	$1.5B
Plum Street Advisors, LLC RIA/Wealth	James Stuart Annett Osborn Partner	8.99% $23.3M	992.1K shares	Q4 2023 Held for 1y 11m	$259.0M

Hedge Fund Spotlight

Discover hedge funds investing in SCHZ

L2 Asset Management, LLC

Hedge Fund • Long/Short

Portfolio ManagerMatthew Justin Malgari

Portfolio Value: $683.4M
Positions: 357
Last Reported: Q3 2025

Sector Allocation

Position in Schwab US Aggregate Bond

Market Value: $551.7K
Shares Held: 23.5K
Portfolio Weight: 0.08%
Owned Since: 2025-Q2

Top Holding	Sector	Market Value	Weight
1 iShares 0-3 Month Treasury Bond SGOV	ETF ETF	$24.1M	3.53%
2 Nvidia NVDA	Semiconductors Technology	$20.6M	3.01%
3 Microsoft MSFT	Software - Infrastructure Technology	$18.2M	2.67%