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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 %
TCM
276
Twele Capital Management
Minnesota
$1.19M -$16.5K -712 -1%
KF
277
K2 Financial
California
$1.18M +$164K +7,161 +16%
CIC
278
Carnegie Investment Counsel
Ohio
$1.17M +$72.6K +3,125 +7%
OFG
279
Orcam Financial Group
California
$1.17M -$22.3K -960 -2%
HF
280
HRT Financial
New York
$1.17M +$339K +14,582 +41%
NCM
281
Northwest Capital Management
Oregon
$1.17M -$2.16M -92,791 -65%
SAM
282
Smartleaf Asset Management
Massachusetts
$1.14M +$900K +38,884 +382%
HFO
283
Heritage Family Offices
Arizona
$1.13M – – –
GWWM
284
Great Waters Wealth Management
Minnesota
$1.1M +$113K +4,847 +11%
GWM
285
GK Wealth Management
Nevada
$1.09M +$488K +21,016 +81%
FA
286
Faithward Advisors
Pennsylvania
$1.09M -$40.6K -1,749 -4%
WCM
287
WealthTrak Capital Management
Virginia
$1.09M +$156K +6,728 +17%
HIF
288
Hill Island Financial
Michigan
$1.07M -$173K -7,451 -14%
TCA
289
Transcend Capital Advisors
New Jersey
$1.07M -$352K -15,160 -25%
MWA
290
Merkkuri Wealth Advisors
New York
$1.05M +$293K +12,616 +39%
TL
291
Tradewinds LLC
North Carolina
$1.05M +$1.05M +45,363 New
AFP
292
Ausdal Financial Partners
Iowa
$1.03M +$135K +5,806 +15%
NRI
293
NFP Retirement Inc
California
$1.02M -$34K -1,465 -3%
TNA
294
True North Advisors
Texas
$1.01M -$123K -5,300 -11%
BIG
295
Brookwood Investment Group
Arizona
$1.01M -$714K -30,708 -41%
MCCP
296
Mission Creek Capital Partners
California
$998K -$3.25K -140 -0.3%
Koshinski Asset Management
297
Koshinski Asset Management
Illinois
$995K -$7.62K -328 -0.8%
SAG
298
SageView Advisory Group
California
$993K +$25.7K +1,114 +3%
HWM
299
Hobbs Wealth Management
Indiana
$990K -$4.86K -209 -0.5%
VFIC
300
Valley Forge Investment Consultants
Pennsylvania
$981K +$17.7K +763 +2%
10 11
12
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