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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

631 hedge funds and large institutions have $3.75B invested in Schwab US Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 224 increasing their positions, 284 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
631
Holders Change
-2
Holders Change %
-0.32%
% of All Funds
8.46%
Holding in Top 10
50
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-16.67%
% of All Funds
0.67%
New
52
Increased
224
Reduced
284
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWP
Daymark Wealth Partners
Ohio
+$21.2M
2
ACM
AlphaStar Capital Management
North Carolina
+$14M
3
RIM
Rockbridge Investment Management
New York
+$11.1M
4
HighTower Advisors
HighTower Advisors
Illinois
+$10.8M
5
AC
AlphaCore Capital
California
+$6.96M

Top Sellers

1
WA
Waterford Advisors
New York
-$203M
2
Jane Street
Jane Street
New York
-$52.7M
3
HCM
Hengehold Capital Management
Ohio
-$47.4M
4
Morgan Stanley
Morgan Stanley
New York
-$27.2M
5
FCA
FLC Capital Advisors
California
-$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NB
226
NBT Bank
New York
$1.77M -$36.3K -1,564 -2%
AP
227
Advisors Preferred
Maryland
$1.75M +$1.75M +75,719 New
PMG
228
ProVise Management Group
Florida
$1.75M +$3.51K +151 +0.2%
GWP
229
Gen-Wealth Partners
Michigan
$1.74M -$341K -14,692 -16%
IA
230
Integrity Alliance
Iowa
$1.73M -$24.7M -1,062,422 -93%
SPI
231
Sutton Place Investors
New York
$1.71M -$284K -12,212 -14%
CTWM
232
Cherry Tree Wealth Management
Minnesota
$1.7M -$9.78K -421 -0.6%
BL
233
BCWM LLC
Kansas
$1.7M -$121K -5,199 -7%
EFM
234
Eley Financial Management
Vermont
$1.68M -$41.2K -1,773 -2%
CIC
235
Cutler Investment Counsel
Oregon
$1.63M +$70 +3 +0%
LPAM
236
Lodestar Private Asset Management
California
$1.61M -$159K -6,834 -9%
MAM
237
Milestone Asset Management
Pennsylvania
$1.61M +$1.61M +69,406 New
WA
238
WBH Advisory
Maryland
$1.57M -$164K -7,037 -9%
SIM
239
Sterling Investment Management
Arizona
$1.55M +$12.6K +542 +0.8%
SWM
240
SeaCrest Wealth Management
New York
$1.54M -$256K -11,031 -14%
CAG
241
Csenge Advisory Group
Florida
$1.53M +$60.5K +2,636 +4%
MCM
242
Mendel Capital Management
Arkansas
$1.51M +$25.9K +1,116 +2%
SPL
243
Smart Portfolios LLC
Washington
$1.49M – – –
IA
244
IFG Advisory
Georgia
$1.49M +$314K +13,523 +27%
HWM
245
HB Wealth Management
Georgia
$1.49M -$1.39M -59,731 -48%
AWA
246
Alaska Wealth Advisors
Alaska
$1.49M -$53.9K -2,321 -4%
AW
247
Avion Wealth
Texas
$1.49M -$55.6K -2,393 -4%
AWC
248
Adamsbrown Wealth Consultants
Kansas
$1.48M +$61.1K +2,631 +4%
ASN
249
Advisory Services Network
Georgia
$1.47M +$305K +13,223 +26%
FF
250
Farnam Financial
Arizona
$1.45M -$88.4K -3,804 -6%
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