SCHZ icon

Schwab US Aggregate Bond ETF

653 hedge funds and large institutions have $4.15B invested in Schwab US Aggregate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 285 increasing their positions, 210 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
653
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
57
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$90.1M
2 +$23.5M
3 +$13.3M
4
Goldman Sachs
Goldman Sachs
New York
+$12.3M
5
Creative Planning
Creative Planning
Kansas
+$12.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
251
Powers Advisory Group
Illinois
$1.65M
LPAM
252
Lodestar Private Asset Management
California
$1.64M
CAPTRUST Financial Advisors
253
CAPTRUST Financial Advisors
North Carolina
$1.64M
EFM
254
Eley Financial Management
Vermont
$1.63M
PEA
255
Park Edge Advisors
Ohio
$1.62M
CAG
256
Csenge Advisory Group
Florida
$1.62M
CTWM
257
Cherry Tree Wealth Management
Minnesota
$1.61M
SPI
258
Sutton Place Investors
New York
$1.59M
MWA
259
Merkkuri Wealth Advisors
New York
$1.55M
GCM
260
Gambit Capital Management
Tennessee
$1.54M
KJWM
261
Kiley Juergens Wealth Management
Washington
$1.52M
ISFAN
262
Investor's Fiduciary Advisor Network
Washington
$1.5M
SPL
263
Smart Portfolios LLC
Washington
$1.5M
SWM
264
Stockman Wealth Management
Montana
$1.47M
CPIG
265
Chicago Partners Investment Group
Illinois
$1.44M
HWA
266
HHM Wealth Advisors
Tennessee
$1.44M
FF
267
Farnam Financial
Arizona
$1.43M
MCA
268
MSH Capital Advisors
Arizona
$1.42M
BFA
269
Beacon Financial Advisory
Ohio
$1.4M
ASN
270
Advisory Services Network
Georgia
$1.4M
CFS
271
Coordinated Financial Services
Colorado
$1.39M
RWM
272
Rialto Wealth Management
New York
$1.39M
SFA
273
Seneca Financial Advisors
New York
$1.39M
SWM
274
Sculati Wealth Management
Michigan
$1.38M
AW
275
Avion Wealth
Texas
$1.38M