Who Owns SCH US Agg BND ETF (SCHZ)? -- Institutional Holders (2026-06-30)

724 institutions reported holding $4.32B of SCH US Agg BND ETF (SCHZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: JPMORGAN CHASE & CO ($335.0M), Rockbridge Investment Management, LCC ($241.0M), Avantax Planning Partners, Inc. ($184.5M), AMERIPRISE FINANCIAL INC ($157.5M), Charles Schwab Trust Co ($152.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1JPMORGAN CHASE & CO$335.0M14.4MAdded
2Rockbridge Investment Management, LCC$241.0M10.4MAdded
3Avantax Planning Partners, Inc.$184.5M8.0MAdded
4AMERIPRISE FINANCIAL INC$157.5M6.8MAdded
5Charles Schwab Trust Co$152.7M6.6MAdded
6Financial Engines Advisors L.L.C.$131.4M5.7MAdded
7HighTower Advisors, LLC$99.3M4.3MTrimmed
8Kohmann Bosshard Financial Services, LLC$89.2M3.9MAdded
9ENVESTNET ASSET MANAGEMENT INC$80.6M3.5MAdded
10RATIONAL ADVISORS, INC.$72.7M3.1MAdded
11GOLDMAN SACHS GROUP INC$71.0M3.1MTrimmed
12McAdam, LLC$60.4M2.6MAdded
13JONES FINANCIAL COMPANIES LLLP$52.9M2.3MAdded
14Pioneer Wealth Management Group$52.0M2.2MAdded
15WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.8M2.2MTrimmed
16Mariner, LLC$49.3M2.1MTrimmed
17Cerity Partners LLC$45.8M2.3MAdded
18Cetera Investment Advisers$43.1M1.9MAdded
19Savant Capital, LLC$39.1M1.7MAdded
20Vident Advisory, LLC$39.0M1.7MAdded
21NorthRock Partners, LLC$37.4M1.6MAdded
22FINANCIAL LIFE ADVISORS$36.4M1.6MAdded
23Blue Trust, Inc.$35.8M1.5MAdded
24Destination Wealth Management$34.6M1.5MTrimmed
25Horst & Graben Wealth Management LLC$34.0M1.5MAdded

来源：SEC 13F 申报文件 · 截至 2026-06-30