§ EQUITY
USDSCHZ
SCHWAB US AGGREGATE BOND ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
379 increased/new, 201 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| JPMORGAN CHASE & CO | 13.3M | n/a | +6% |
| Rockbridge Investment Management, LCC | 9.7M | 20.2% | +8% |
| Avantax Planning Partners, Inc. | 7.7M | 4.9% | +4% |
| Kohmann Bosshard Financial Services, LLC | 6.5M | n/a | +121% |
| AMERIPRISE FINANCIAL INC | 6.5M | n/a | +2% |
| Charles Schwab Trust Co | 6.4M | 9.7% | +3% |
◇ AC INTELLIGENCE
Top institutional owners for SCHZ as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER83.0% · 616 holders
DEALER / BANK12.0% · 25 holders
QUALITY / COMPOUNDER3.5% · 3 holders
INCOME / DEFENSIVE1.4% · 8 holders
PASSIVE / INDEX0.1% · 3 holders
DEEP VALUE0.1% · 2 holders
SYSTEMATIC / QUANT0.1% · 2 holders
TACTICAL / MACRO0.1% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for SCHZ in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention SCHZ yet.