Schwab US Aggregate Bond ETF
$22.88-0.1%
+$245.8M
Net Activity
+1.77% total shares
Institutions Holding
674
Popularity Rank
#816
Avg Weight
0.74%
Total Value
$4.3B
674 institutions currently hold SCHZ, with 385 net buyers and 244 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
244
Net Buying Institutions
385
Top 5 by Value
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Across its top 20 institutional holders, SCHZ's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 12/100, avg. turnover score 23/100).
SCHZ ranks #816 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
SCHZ is a top-conviction position for Phil A. Younker & Associates, Ltd. — at 22.1% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in SCHZ belongs to Jpmorgan Chase & Co, but the position matters far more to Phil A. Younker & Associates, Ltd., who has 22.1% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
JPMorgan has added to its SCHZ position for two straight quarters, increasing it by $40.8M to reach $335.0M today.
BlueSky Wealth Advisors, LLC has trimmed its SCHZ position for two straight quarters, cutting it by $54.1M while still holding $2.0M.
SCHZ is down 0.1% today, but institutions show net buying of $245.8M this quarter — a divergence between today's price move and the underlying institutional flow.
+$366.8M
Total Buy Value
$141.3M
Total Sell Value
385
Net Buyers
244
Net Sellers
SCHZ
Q2 2026
Top 5 Institutional Movers
-$29.6M
+$27.4M
+$19.5M
SCHZ does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
808524839
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
6,140
Total reported value
$2.9T
Held by 6140 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,806
Total reported value
$1.8T
Held by 5806 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,250
Total reported value
$1.3T
Held by 5250 institutions — one of the most-tracked stocks on AlphaSMO
Access SCHZ's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/SCHZCLI
npx alphasmo stocks get SCHZ