SCHZ

Schwab Us Aggregate Bond Etf

Latest period2026 - Q1Total superinvestors659

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 659 superinvestors own shares of Schwab Us Aggregate Bond Etf (SCHZ), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Schwab Us Aggregate Bond Etf (SCHZ), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Schwab Us Aggregate Bond Etf (SCHZ) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Schwab Us Aggregate Bond Etf (SCHZ) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Michael T. Lees@Jpmorgan Chase & Co
Recent Activity
Increased 5.52%
0.02%
$307.626M
13.283M shares@ 23.17 avg price
Nicholas Stancato@Rockbridge Investment Management, Lcc
Recent Activity
Increased 8.22%
20.23%
$225.085M
9.694M shares@ 23.22 avg price
Will Yousey@Avantax Planning Partners, Inc.
Recent Activity
Increased 3.54%
4.92%
$179.042M
7.711M shares@ 23.22 avg price
Michael G. Clarke@Ameriprise Financial Inc
Recent Activity
Increased 1.59%
0.04%
$150.235M
6.469M shares@ 23.23 avg price
Laura Zubko@Charles Schwab Trust Co
Recent Activity
Increased 3.22%
9.66%
$148.956M
6.415M shares@ 23.23 avg price
David Carr@Financial Engines Advisors L.l.c.
Recent Activity
Increased 0.33%
0.26%
$125.709M
5.414M shares@ 23.23 avg price
Kristin Streff@Cwm, Llc
Recent Activity
Increased 19.08%
0.3%
$111.213M
4.79M shares@ 23.23 avg price
Gary Davis, Jr.@Hightower Advisors, Llc
Recent Activity
Increased 9.07%
0.12%
$104.284M
4.491M shares@ 23.22 avg price
John Perry@Kohmann Bosshard Financial Services, Llc
Recent Activity
Increased 12.82%
7.51%
$77.109M
3.321M shares@ 23.22 avg price
Sean P. Skuja@Envestnet Asset Management Inc
Recent Activity
Increased 41.72%
0.03%
$76.498M
3.294M shares@ 23.23 avg price

1-10 of 659