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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

627 hedge funds and large institutions have $3.71B invested in Schwab US Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 221 increasing their positions, 284 reducing their positions, and 43 closing their positions.

Holders
627
Holders Change
-6
Holders Change %
-0.95%
% of All Funds
8.42%
Holding in Top 10
49
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-18.33%
% of All Funds
0.66%
New
52
Increased
221
Reduced
284
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWP
1
Daymark Wealth Partners
Ohio
$27.3M
2
ACM
2
AlphaStar Capital Management
North Carolina
$14M
3
RIM
3
Rockbridge Investment Management
New York
$172M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$84.9M
5
AC
5
AlphaCore Capital
California
$9.04M

Top Sellers

1
WA
1
Waterford Advisors
New York
$8.17M
2
Jane Street
2
Jane Street
New York
$0
3
HCM
3
Hengehold Capital Management
Ohio
$7.29M
4
Morgan Stanley
4
Morgan Stanley
New York
$23.5M
5
FCA
5
FLC Capital Advisors
California
$494K
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$289M 12,425,217 +157,994 +1%
Ameriprise
2
Ameriprise
Minnesota
$173M 7,450,294 +98,660 +1%
RIM
3
Rockbridge Investment Management
New York
$172M 7,382,880 +477,759 +7%
APP
4
Avantax Planning Partners
Iowa
$162M 6,987,851 +199,961 +3%
CST
5
Charles Schwab Trust
Nevada
$130M 5,587,068 +175,554 +3%
Financial Engines Advisors
6
Financial Engines Advisors
California
$114M 4,903,010 -39,725 -0.8%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$93M 4,002,318 +94,200 +2%
TWP
8
Total Wealth Planning
Ohio
$88.5M 3,807,960 +60,167 +2%
HighTower Advisors
9
HighTower Advisors
Illinois
$84.9M 3,651,599 +465,002 +15%
OIA
10
OneDigital Investment Advisors
Kansas
$84.8M 3,649,356 -282,310 -7%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$82.5M 3,579,337 -111,822 -3%
Goldman Sachs
12
Goldman Sachs
New York
$79.6M 3,425,936 +219,947 +7%
KBFS
13
Kohmann Bosshard Financial Services
Ohio
$60.6M 2,608,946 +74,596 +3%
PWMG
14
Pioneer Wealth Management Group
Texas
$51.7M 2,226,231 +261,226 +13%
BWA
15
BlueSky Wealth Advisors
North Carolina
$49.4M 2,123,549 +35,385 +2%
Mariner
16
Mariner
Kansas
$48.9M 2,105,158 -48,125 -2%
ML
17
McAdam LLC
Pennsylvania
$39.7M 1,707,052 -946,901 -36%
DWM
18
Destination Wealth Management
California
$34.1M 1,465,975 -225,327 -13%
BTI
19
Blue Trust Inc
Georgia
$33.9M 1,460,232 +78,136 +6%
HGWM
20
Horst & Graben Wealth Management
Oregon
$32.2M 1,387,242 -101,267 -7%
UBS Group
21
UBS Group
Switzerland
$31.4M 1,351,854 +130,262 +11%
FLA
22
Financial Life Advisors
Texas
$30.1M 1,294,208 +43,132 +3%
APW
23
Austin Private Wealth
Texas
$29.2M 1,258,004 -102,505 -8%
VA
24
Vident Advisory
Georgia
$28.4M 1,223,302 +113,656 +10%
KL
25
KilterHowling LLC
Colorado
$27.7M 1,190,816 +25,269 +2%
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