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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 %
SFMG
251
Sage Financial Management Group
Virginia
$1.43M -$4.96K -214 -0.3%
TCA
252
Transcend Capital Advisors
New Jersey
$1.42M +$29.9K +1,293 +2%
ISFAN
253
Investor's Fiduciary Advisor Network
Washington
$1.41M +$52.6K +2,274 +4%
AWC
254
Adamsbrown Wealth Consultants
Kansas
$1.41M -$29.4K -1,268 -2%
SFA
255
Seneca Financial Advisors
New York
$1.38M +$101K +4,372 +8%
OFS
256
OMC Financial Services
New York
$1.38M -$4.63K -200 -0.3%
MCM
257
MAI Capital Management
Ohio
$1.36M -$6.28K -271 -0.5%
SWM
258
Stockman Wealth Management
Montana
$1.34M +$50.2K +2,167 +4%
SVWG
259
Shared Vision Wealth Group
United States
$1.34M +$21.1K +912 +2%
CFS
260
Coordinated Financial Services
Colorado
$1.32M +$170K +7,351 +15%
GLLW
261
Graves Light Lenhart Wealth
Virginia
$1.32M -$28.9K -1,249 -2%
PAG
262
Private Advisor Group
New Jersey
$1.31M -$218K -9,432 -14%
MWM
263
Modera Wealth Management
New Jersey
$1.3M +$10.9K +469 +0.8%
CTC
264
Central Trust Company
Missouri
$1.29M +$279K +12,050 +28%
HWP
265
Heritage Wealth Partners
Ohio
$1.28M +$1.28M +55,294 New
GS
266
GWN Securities
Florida
$1.27M +$1.27M +55,006 New
KJWM
267
Kiley Juergens Wealth Management
Washington
$1.26M +$195K +8,400 +18%
WAL
268
W Advisors LLC
Tennessee
$1.26M +$6.6K +285 +0.5%
OMC
269
Old Mission Capital
Illinois
$1.26M -$4.37M -188,796 -78%
TC
270
TownSquare Capital
Utah
$1.25M +$225K +9,706 +22%
LA
271
Lane & Associates
New Jersey
$1.25M +$1.25M +54,021 New
HIF
272
Hill Island Financial
Michigan
$1.24M -$257K -11,099 -17%
AWA
273
Arete Wealth Advisors
Illinois
$1.23M +$76.2K +3,288 +7%
BFA
274
Beacon Financial Advisory
Ohio
$1.23M +$147K +6,344 +14%
TCM
275
Twele Capital Management
Minnesota
$1.2M +$6.93K +299 +0.6%
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