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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 %
SC
301
Shearwater Capital
Colorado
$971K – – –
BWA
302
Burt Wealth Advisors
Maryland
$970K -$7.62K -328 -0.8%
RFP
303
RCS Financial Planning
Maryland
$949K +$45.9K +1,974 +5%
NA
304
Novus Advisors
South Carolina
$929K -$37.3K -1,604 -4%
SIAG
305
Signet Investment Advisory Group
Rhode Island
$929K +$60.8K +2,615 +7%
Empower Advisory Group
306
Empower Advisory Group
Colorado
$912K – – –
VWA
307
VERITY Wealth Advisors
United States
$908K +$17.3K +746 +2%
PFA
308
Pinnacle Family Advisors
Missouri
$901K -$72.6K -3,124 -7%
FI
309
FIDELIS iM
Oregon
$868K – – –
MWM
310
Maripau Wealth Management
Indiana
$866K -$170K -7,292 -16%
CCG
311
Catalina Capital Group
California
$860K -$25.6K -1,102 -3%
PCIA
312
Prime Capital Investment Advisors
Kansas
$853K -$3.29M -141,753 -79%
TPCW
313
TD Private Client Wealth
New York
$849K +$5.97K +257 +0.7%
AWA
314
Aletheian Wealth Advisors
Washington
$841K -$93 -4 -0%
CFA
315
Cahill Financial Advisors
Minnesota
$836K -$145K -6,239 -15%
USCWA
316
U.S. Capital Wealth Advisors
Texas
$827K -$3.42K -147 -0.4%
AIM
317
AHL Investment Management
Florida
$826K +$99.9K +4,300 +14%
HP
318
Haven Private
Florida
$825K -$166K -7,137 -17%
AA
319
Alesco Advisors
New York
$821K -$156K -6,701 -16%
LA
320
Latitude Advisors
Florida
$813K -$83.2K -3,579 -9%
Focus Partners Wealth
321
Focus Partners Wealth
Massachusetts
$797K +$141K +6,087 +22%
RC
322
Roundview Capital
New Jersey
$789K -$8.2K -353 -1%
O3W
323
Omni 360 Wealth
New Jersey
$789K -$10.1K -434 -1%
GCA
324
Gradient Capital Advisors
California
$784K -$41.1K -1,767 -5%
CCFM
325
Clear Creek Financial Management
Washington
$780K -$830K -35,706 -52%
11 12
13
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