SCHZ

Schwab Us Aggregate Bond Etf

Latest period2026 - Q2Total superinvestors91

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 91 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
Matt Conway@Charles Schwab Trust Co
Recent Activity
Increased 2.92%
8.52%
$152.702M
6.602M shares@ 23.13 avg price
Nicole Renaux@Pioneer Wealth Management Group
Recent Activity
Increased 12.48%
12.57%
$52.026M
2.249M shares@ 23.13 avg price
Logan M. Trenz@Revolve Wealth Partners, Llc
Recent Activity
Increased 2.36%
1.82%
$17.509M
756,987 shares@ 23.14 avg price
Aryn Sands@Arnold Financial Planning Llc
Recent Activity
Increased 7.51%
11.85%
$15.885M
686,760 shares@ 23.13 avg price
Marc Koven@Cypress Wealth Services, Llc
Recent Activity
Increased 11.92%
1.88%
$15.248M
659,249 shares@ 23.14 avg price
Bradley D. Patrick@Cedar Mountain Advisors, Llc
Recent Activity
Increased 0.15%
2.56%
$14.834M
641,351 shares@ 23.13 avg price
Robin Gould@Christensen, King & Associates Investment Services, Inc.
Recent Activity
Decreased -0.41%
5%
$12.583M
544,016 shares@ 23.14 avg price
Vinson Brod@Mayflower Financial Advisors, Llc
Recent Activity
Increased 11.2%
1.04%
$11.971M
517,566 shares@ 23.14 avg price
Steve Mattus@Sigfig Wealth Management, Llc
Recent Activity
Increased 3.07%
0.3%
$11.2M
482,157 shares@ 23.23 avg price
AUBREY FERNANDO@Signature Estate & Investment Advisors Llc
Recent Activity
Increased 13.71%
0.2%
$10.918M
472,026 shares@ 23.14 avg price

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