Who Owns Schwab US Aggregate Bond ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Schwab US Aggregate Bond ETF.
Who crossed 5% of SCHZ →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Pioneer Wealth Management GroupUS AGGREGATE B2.5M shadded | $55.8M |
| ZynergyRetirementPlanningLLCUS AGGREGATE B1.7M shadded | $38.6M |
| Farther Finance Advisors, LLCETF601.4K shadded | $13.3M |
| SigFig Wealth Management, LLCUS AGGREGATE B507.8K shadded | $11.2M |
| Cassilly Financial Group LLCUS AGGREGATE B194K shadded | $4.3M |
| Tactive Advisors, LLCUS AGGREGATE B178.3K shadded | $3.9M |
| Balefire, LLCUS AGGREGATE B120.6K shadded | $2.7M |
| Financial Designs CorpUS AGGREGATE B116.7K shadded | $2.6M |
| Dorato Capital ManagementUS AGGREGATE B88.1K shtrimmed | $1.9M |
| Bangor Savings BankUS AGGREGATE B83.6K shheld | $1.8M |
| ACT WEALTH MANAGEMENT, LLCUS AGGREGATE B78.8K shadded | $1.7M |
| Apeiron RIA LLCUS AGGREGATE B52.8K shtrimmed | $1.2M |
| GK Wealth Management LLCUS AGGREGATE B51.9K shadded | $1.1M |
| Graves Light Lenhart Wealth, Inc.US AGGREGATE B49.3K shtrimmed | $1.1M |
| Emergent Wealth Advisors, LLCUS AGGREGATE B47K shtrimmed | $1M |
| Friday FinancialUS AGGREGATE B44.6K shadded | $985.1K |
| Plan A Wealth LLCUS AGGREGATE B43.1K shadded | $952.5K |
| Great Waters Wealth ManagementUS AGGREGATE B42.7K shtrimmed | $943.6K |
| Asempa Wealth AdvisorsUS AGGREGATE B38K shadded | $838.5K |
| JUNCTURE WEALTH STRATEGIES, LLCUS AGGREGATE B37.9K shadded | $836.9K |
| Aventus Investment Advisors, Inc.ETF36.4K shtrimmed | $805.2K |
| Aletheian Wealth Advisors LLCUS AGGREGATE B36.2K shadded | $800K |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLCUS AGGREGATE B21.4K shtrimmed | $472.3K |
| Cooper Financial GroupUS AGGREGATE B20.5K shtrimmed | $452.4K |
| Hardin Capital Partners, LLCUS AGGREGATE B20K shadded | $443K |
| Wedmont Private CapitalUS AGGREGATE B19.6K shheld | $433.4K |
| MKD WEALTH COACHES, LLCUS AGGREGATE B15.9K shadded | $352K |
| Avidian Wealth Enterprises, LLCUS AGGREGATE B10.3K shtrimmed | $227.1K |
| Davis Capital ManagementETF9K shadded | $198K |
| ARMSTRONG ADVISORY GROUP, INCUS AGGREGATE B7.7K shadded | $169.5K |
| Investors Research CorpUS AGGREGATE B7.1K shheld | $156.8K |
| EASTERN BANKUS AGGREGATE B7K sh— | $155.5K |
| Wealth Enhancement Trust Services, Inc.US AGGREGATE B6K shadded | $131.7K |
| CoreCap Advisors, LLCETF5K shtrimmed | $109.8K |
| Bullock Wealth Management GroupETF4.4K shadded | $96.4K |
| TOMPKINS FINANCIAL CORPUS AGGREGATE B2.9K shheld | $63.3K |
| GILPIN WEALTH MANAGEMENT, LLCUS AGGREGATE B990 shheld | $21.9K |
| TOTH FINANCIAL ADVISORY CORPUS AGGREGATE B958 shtrimmed | $21.2K |
| Rosenberg Matthew HamiltonETF930 shheld | $20.6K |
| ATMOS ADVISORY, LLCUS AGGREGATE B437 shheld | $9.7K |
| Trust CoETF347 shheld | $7.7K |
| Horrell Capital Management, Inc.US AGGREGATE B100 shheld | $2.2K |
| MJT & Associates Financial Advisory Group, Inc.ETF4 shheld | $89 |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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