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Schwab US Aggregate Bond ETF
SCHZ
SCHZ
661 hedge funds and large institutions have $4.24B invested in Schwab US Aggregate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 329 increasing their positions, 203 reducing their positions, and 40 closing their positions.
New
Increased
Maintained
Reduced
Closed
62% more repeat investments, than reductions
Existing positions increased: 329 | Existing positions reduced: 203
50% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 40
1% more capital invested
Capital invested by funds: $4.2B → $4.24B (+$37.6M)
1% less funds holding
Funds holding: 666 → 661 (-5)
1.1% less ownership
Funds ownership: 43.55% → 42.45% (-1.1%)
12% less funds holding in top 10
Funds holding in top 10: 60 → 53 (-7)
Holders
661
Holders Change
-5
Holders Change %
-0.75%
% of All Funds
8.14%
Holding in Top 10
53
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.67%
% of All Funds
0.65%
New
60
Increased
329
Reduced
203
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
RA
Rational Advisors
Huntington,
New York
|
+$72M |
| 2 |
Morgan Stanley
New York
|
+$30M |
| 3 |
Cerity Partners
New York
|
+$27.4M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$22.7M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$18M |
