Schwab US Aggregate Bond ETF
SCHZ
SCHZ
607 hedge funds and large institutions have $3.84B invested in Schwab US Aggregate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 267 increasing their positions, 222 reducing their positions, and 57 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
5% less funds holding
Funds holding: 636 → 607 (-29)
11% less first-time investments, than exits
New positions opened: 51 | Existing positions closed: 57
Holders
607
Holding in Top 10
50
Calls
–
Puts
–
Top Buyers
| 1 | +$27.1M | |
| 2 | +$22.9M | |
| 3 | +$22M | |
| 4 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
+$18.2M |
| 5 |
MYIA
Mount Yale Investment Advisors
Denver,
Colorado
|
+$18.2M |
Top Sellers
| 1 | -$28.7M | |
| 2 | -$15.9M | |
| 3 | -$15.5M | |
| 4 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$14M |
| 5 |
AG
Ascent Group
Virginia Beach,
Virginia
|
-$8.75M |