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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 %
OFG
276
Orcam Financial Group
California
$1.19M +$2.87K +124 +0.2%
IA
277
IFG Advisory
Georgia
$1.17M +$286K +12,340 +32%
ASN
278
Advisory Services Network
Georgia
$1.17M +$103K +4,439 +10%
HFO
279
Heritage Family Offices
Arizona
$1.14M +$232K +10,023 +26%
TNA
280
True North Advisors
Texas
$1.13M +$1.13M +48,701 New
FA
281
Faithward Advisors
Pennsylvania
$1.13M -$131K -5,659 -10%
PEA
282
Park Edge Advisors
Ohio
$1.1M +$81.7K +3,527 +8%
CIC
283
Carnegie Investment Counsel
Ohio
$1.09M +$110K +4,778 +11%
SAW
284
Signal Advisors Wealth
Michigan
$1.08M -$163K -7,033 -13%
NRI
285
NFP Retirement Inc
California
$1.06M -$240K -10,365 -19%
MWM
286
Maripau Wealth Management
Indiana
$1.03M -$215K -9,271 -17%
FFA
287
Farther Finance Advisors
California
$1.02M -$50.1K -2,162 -5%
KF
288
K2 Financial
California
$1.01M +$63.6K +2,791 +7%
Koshinski Asset Management
289
Koshinski Asset Management
Illinois
$1,000K -$8.41K -363 -0.8%
MCCP
290
Mission Creek Capital Partners
California
$998K -$12.1K -523 -1%
HWM
291
Hobbs Wealth Management
Indiana
$992K -$28.5K -1,231 -3%
KAS
292
Kestra Advisory Services
Texas
$990K -$1.45M -62,788 -59%
HP
293
Haven Private
Florida
$988K -$64.5K -2,787 -6%
GWWM
294
Great Waters Wealth Management
Minnesota
$982K -$46.9K -2,024 -5%
CFA
295
Cahill Financial Advisors
Minnesota
$977K -$262K -11,292 -21%
BWA
296
Burt Wealth Advisors
Maryland
$974K -$12K -520 -1%
CCM
297
Crabel Capital Management
California
$973K +$973K +42,032 New
AA
298
Alesco Advisors
New York
$973K -$162 -7 -0%
SAG
299
SageView Advisory Group
California
$973K +$25.2K +1,088 +3%
PFA
300
Pinnacle Family Advisors
Missouri
$970K +$49.4K +2,133 +5%
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