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

Top Sellers

1
WA
Waterford Advisors
New York
$8.17M
2
Jane Street
Jane Street
New York
$0
3
HCM
Hengehold Capital Management
Ohio
$7.29M
4
Morgan Stanley
Morgan Stanley
New York
$23.5M
5
FCA
FLC Capital Advisors
California
$494K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
251
Stockman Wealth Management
Montana
$1.41M +$57.4K +2,470 +4%
MCM
252
MAI Capital Management
Ohio
$1.39M +$31.9K +1,372 +2%
SFA
253
Seneca Financial Advisors
New York
$1.38M -$6.53K -281 -0.5%
Royal Bank of Canada
254
Royal Bank of Canada
Ontario, Canada
$1.36M +$1.05M +44,997 +338%
CFS
255
Coordinated Financial Services
Colorado
$1.35M +$25.4K +1,093 +2%
HWA
256
HHM Wealth Advisors
Tennessee
$1.35M -$208K -8,948 -13%
BFA
257
Beacon Financial Advisory
Ohio
$1.35M +$109K +4,687 +9%
EAM
258
Empirical Asset Management
Massachusetts
$1.34M -$207K -8,890 -13%
SVWG
259
Shared Vision Wealth Group
United States
$1.34M +$6.93K +300 +0.5%
ISFAN
260
Investor's Fiduciary Advisor Network
Washington
$1.34M -$78.5K -3,378 -6%
SFMG
261
Sage Financial Management Group
Virginia
$1.33M -$107K -4,603 -7%
GLLW
262
Graves Light Lenhart Wealth
Virginia
$1.32M +$697 +30 +0.1%
OFS
263
OMC Financial Services
New York
$1.32M -$63.9K -2,750 -5%
CMAI
264
Capital Management Associates Inc
Minnesota
$1.31M -$1.29M -55,333 -49%
CTC
265
Central Trust Company
Missouri
$1.29M – – –
KJWM
266
Kiley Juergens Wealth Management
Washington
$1.28M +$12.9K +557 +1%
PCS
267
Private Client Services
Kentucky
$1.28M +$1.28M +55,017 New
AWA
268
Arete Wealth Advisors
Illinois
$1.28M +$39.1K +1,683 +3%
CCM
269
Crabel Capital Management
California
$1.27M +$297K +12,799 +30%
MCA
270
MSH Capital Advisors
Arizona
$1.26M +$356K +15,328 +39%
WAL
271
W Advisors LLC
Tennessee
$1.24M -$20K -861 -2%
BWM
272
BCS Wealth Management
Tennessee
$1.24M +$317K +13,643 +34%
PEA
273
Park Edge Advisors
Ohio
$1.23M +$130K +5,576 +12%
MWM
274
Modera Wealth Management
New Jersey
$1.22M -$80.2K -3,452 -6%
PAG
275
Private Advisor Group
New Jersey
$1.2M -$118K -5,066 -9%
9 10
11
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