Who owns Schwab Us Aggregate Bond Etf (SCHZ)?
17 US mutual funds and ETFs from 3 fund families reported a position in SCHZ for the quarter ending 2026-06-30. Against their own report a quarter earlier, 17 raised shares, 0 opened a new position, 0 cut and 0 sold out.
Largest fund families
| Fund family | Funds | Share of fund-held shares |
|---|---|---|
| Schwab Capital Trust | 13 | 93.5% |
| Schwab Annuity Portfolios | 3 | 3.9% |
| Transamerica Series Trust | 1 | 2.6% |
Tracked managers holding SCHZ
None of the managers Prior Moves tracks on 13F reports SCHZ in its latest filing.
Source: SEC Form N-PORT, which funds file about 60 days after quarter end, and the latest 13F filings. Share counts, not trades: a change can reflect fund inflows or outflows rather than a decision about SCHZ. A record of holdings, not a forecast and not investment advice. See all owner pages or the forecast board for the names our model ranks.
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