SCHZ · Insider trading · 13F holders · Congress trades
Schwab uS Aggregate Bond ETF (SCHZ)
Who is buying and selling SCHZ: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 213
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 1
SCHZ at a glance
- No open-market insider purchases or sales of SCHZ were filed in the last 90 days.
- 213 13F filers hold SCHZ among their 50 largest positions, worth $2.3B combined. The biggest bets by portfolio weight are Phil A. Younker & Associates, Ltd. (22.1%), ZynergyRetirementPlanningLLC (20.6%) and Rockbridge Investment Management, LCC (19.6%). In their latest 13Fs, 2 managers opened a new position and 79 added to one.
- Members of Congress have disclosed 2 SCHZ trades since 2014, 0 purchases and 1 sale in the past year; the latest was Virginia Foxx (R-NC), selling $50K–100K on Feb 15, 2022.
- SCHZ last closed at $22.50 on Oct 30, 2026.
SCHZ insider trading
No open-market insider purchases or sales of SCHZ were filed in the last 90 days.
Who owns SCHZ? Hedge funds and superinvestors
213 13F filers hold SCHZ among their 50 largest positions, worth $2.3B combined. The biggest bets by portfolio weight are Phil A. Younker & Associates, Ltd. (22.1%), ZynergyRetirementPlanningLLC (20.6%) and Rockbridge Investment Management, LCC (19.6%). In their latest 13Fs, 2 managers opened a new position and 79 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Rockbridge Investment Management, LCCAsset manager | 19.6% | $241.0M | 10,420,258 | +7.5% shares | Q2 2026 |
| Avantax Planning Partners, Inc.Wealth manager | 4.6% | $184.5M | 7,975,307 | +3.4% shares | Q2 2026 |
| Financial Engines Advisors L.L.C.Wealth manager | 0.2% | $131.4M | 5,681,166 | +4.9% shares | Q2 2026 |
| Kohmann Bosshard Financial Services, LLCWealth manager | 7.6% | $89.2M | 3,855,498 | +16.1% shares | Q2 2026 |
| Charles Schwab Trust CoBank & trust | 4.9% | $85.3M | 3,859,173 | -41.5% shares | Q3 2026 |
| Rational Advisors, Inc.Mutual fund manager | 6.7% | $72.7M | 3,142,160 | +2.1% shares | Q2 2026 |
| McAdam, LLCWealth manager | 2.2% | $57.3M | 2,592,870 | -0.6% shares | Q3 2026 |
| Pioneer Wealth Management GroupWealth manager | 13.2% | $55.8M | 2,526,995 | +12.3% shares | Q3 2026 |
| ZynergyRetirementPlanningLLCWealth manager | 20.6% | $38.6M | 1,748,706 | +24.4% shares | Q3 2026 |
| NorthRock Partners, LLCWealth manager | 0.5% | $37.4M | 1,618,956 | +33.9% shares | Q2 2026 |
| Financial Life AdvisorsWealth manager | 10.3% | $36.3M | 1,641,270 | +4.3% shares | Q3 2026 |
| Destination Wealth ManagementWealth manager | 0.8% | $34.6M | 1,497,382 | -3.7% shares | Q2 2026 |
| Horst & Graben Wealth Management LLCWealth manager | 4.5% | $34.0M | 1,474,760 | +3.8% shares | Q2 2026 |
| Blue Trust, Inc.Investment manager | 0.4% | $33.5M | 1,517,812 | -2.0% shares | Q3 2026 |
| Phil A. Younker & Associates, Ltd.Institutional asset manager | 22.1% | $32.8M | 1,419,857 | -9.6% shares | Q2 2026 |
| KilterHowling LLCWealth manager | 14.0% | $31.2M | 1,347,082 | +0.2% shares | Q2 2026 |
| Mokosak Advisory Group, LLCWealth manager | 6.7% | $30.4M | 1,373,465 | +5.9% shares | Q3 2026 |
| Plum Street Advisors, LLCWealth manager | 9.5% | $29.6M | 1,280,658 | +6.9% shares | Q2 2026 |
| Daymark Wealth Partners, LLCWealth manager | 0.7% | $29.5M | 1,273,968 | -21.2% shares | Q2 2026 |
| TSA Wealth Managment LLCWealth manager | 7.0% | $25.1M | 1,135,116 | +10.9% shares | Q3 2026 |
| Asset Allocation Strategies LLCWealth manager | 3.4% | $22.9M | 1,036,672 | +11.1% shares | Q3 2026 |
| Tenret Co LLCWealth manager | 11.0% | $22.9M | 984,581 | +7.8% shares | Q1 2026 |
| Theory Financial LLCWealth manager | 7.2% | $22.9M | 988,119 | +4.4% shares | Q2 2026 |
| Alliance Wealth Management GroupWealth manager | 4.5% | $22.7M | 1,025,067 | +7.1% shares | Q3 2026 |
| Towercrest Capital ManagementInstitutional asset manager | 3.2% | $22.7M | 1,025,067 | +7.1% shares | Q3 2026 |
| One Wealth Advisors, LLCWealth manager | 2.3% | $21.2M | 917,188 | +7.7% shares | Q2 2026 |
| Bond & Devick Financial Network, Inc.Wealth manager | 5.1% | $21.0M | 950,913 | +8.2% shares | Q3 2026 |
| Cliftonlarsonallen Wealth Advisors, LLCWealth manager | 0.2% | $18.5M | 836,926 | -4.1% shares | Q3 2026 |
| Revolve Wealth Partners, LLCWealth manager | 1.9% | $18.5M | 834,951 | +10.3% shares | Q3 2026 |
| Security Financial Services, INC.Wealth manager | 2.4% | $17.8M | 804,879 | +71.9% shares | Q3 2026 |
The 30 largest of 213 positions, by value. Each manager counts with its latest 13F (Q3 2026: 118, Q2 2026: 88, Q1 2026: 7). Screen SCHZ in the grand portfolio →
SCHZ stock trades by members of Congress
Members of Congress have disclosed 2 SCHZ trades since 2014, 0 purchases and 1 sale in the past year; the latest was Virginia Foxx (R-NC), selling $50K–100K on Feb 15, 2022.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Mar 7, 2022 | Virginia FoxxR-NC · House | Sale | $50K–100K | Feb 15, 2022 | -12.8% |
| Aug 7, 2014 | Virginia FoxxR-NC · House | Sale | $50K–100K | Jul 21, 2014 | -13.2% |
SCHZ questions and answers
Are insiders buying SCHZ stock?
No open-market insider purchases or sales of SCHZ were filed in the last 90 days.
Which hedge funds own SCHZ?
213 13F filers hold SCHZ among their 50 largest positions, worth $2.3B combined. The biggest bets by portfolio weight are Phil A. Younker & Associates, Ltd. (22.1%), ZynergyRetirementPlanningLLC (20.6%) and Rockbridge Investment Management, LCC (19.6%). In their latest 13Fs, 2 managers opened a new position and 79 added to one.
Has Congress traded SCHZ?
Members of Congress have disclosed 2 SCHZ trades since 2014, 0 purchases and 1 sale in the past year; the latest was Virginia Foxx (R-NC), selling $50K–100K on Feb 15, 2022.
Who is the largest holder of SCHZ?
Among 13F filers, Rockbridge Investment Management, LCC reports the largest SCHZ position, $241.0M (10,420,258 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Phil A. Younker & Associates, Ltd.'s: 22.1% of its portfolio.
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