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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

633 hedge funds and large institutions have $3.88B invested in Schwab US Aggregate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 274 increasing their positions, 235 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
+5
Holders Change %
+0.8%
% of All Funds
8.6%
Holding in Top 10
60
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.26%
% of All Funds
0.81%
New
55
Increased
274
Reduced
235
Closed
39
Calls
$39K
Puts
–
Net Calls
+$39K
Net Calls Change
+$68K

Top Buyers

1
Jane Street
Jane Street
New York
+$48.5M
2
Morgan Stanley
Morgan Stanley
New York
+$22.5M
3
AG
Ascent Group
Virginia
+$21.6M
4
UBS Group
UBS Group
Switzerland
+$20.4M
5
VA
Vident Advisory
Georgia
+$15.2M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$29.7M
2
Goldman Sachs
Goldman Sachs
New York
-$19.1M
3
Bank of America
Bank of America
North Carolina
-$17.7M
4
DWM
Destination Wealth Management
California
-$16.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMBA
226
C.M. Bidwell & Associates
Hawaii
$1.83M +$168K +7,252 +10%
LA
227
LVW Advisors
New York
$1.83M +$133K +5,758 +8%
LA
228
LexAurum Advisors
Kansas
$1.82M +$439K +18,955 +32%
BL
229
BCWM LLC
Kansas
$1.81M +$60.3K +2,604 +3%
NB
230
NBT Bank
New York
$1.8M -$70.6K -3,050 -4%
SWM
231
SeaCrest Wealth Management
New York
$1.79M +$77.3K +3,336 +5%
LPAM
232
Lodestar Private Asset Management
California
$1.77M -$160K -6,902 -8%
Natixis Advisors
233
Natixis Advisors
Massachusetts
$1.74M +$73.8K +3,188 +4%
PMG
234
ProVise Management Group
Florida
$1.74M -$39.3K -1,698 -2%
WA
235
WBH Advisory
Maryland
$1.73M +$29.8K +1,288 +2%
BIG
236
Brookwood Investment Group
Arizona
$1.71M +$1.71M +74,045 New
EFM
237
Eley Financial Management
Vermont
$1.71M +$8.28K +357 +0.5%
CTWM
238
Cherry Tree Wealth Management
Minnesota
$1.71M -$37.7K -1,628 -2%
BWM
239
Blossom Wealth Management
California
$1.69M +$168K +7,233 +11%
CIC
240
Cutler Investment Counsel
Oregon
$1.63M +$725K +31,321 +81%
CCFM
241
Clear Creek Financial Management
Washington
$1.6M +$87.4K +3,775 +6%
HWA
242
HHM Wealth Advisors
Tennessee
$1.55M -$157K -6,779 -9%
EAM
243
Empirical Asset Management
Massachusetts
$1.55M +$162K +6,992 +12%
AWA
244
Alaska Wealth Advisors
Alaska
$1.53M +$98.7K +4,262 +7%
SIM
245
Sterling Investment Management
Arizona
$1.53M +$67.9K +2,933 +5%
FF
246
Farnam Financial
Arizona
$1.53M +$5.44K +235 +0.4%
AW
247
Avion Wealth
Texas
$1.51M – – –
SPL
248
Smart Portfolios LLC
Washington
$1.49M – – –
MCM
249
Mendel Capital Management
Arkansas
$1.48M +$162 +7 +0%
CAG
250
Csenge Advisory Group
Florida
$1.47M -$26.6K -1,162 -2%
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