SCHZ icon

Schwab US Aggregate Bond ETF

648 hedge funds and large institutions have $4.28B invested in Schwab US Aggregate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 285 increasing their positions, 207 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
56
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
301
Crabel Capital Management
California
$1.05M
AWA
302
Arete Wealth Advisors
Illinois
$1.05M
PFA
303
Pinnacle Family Advisors
Missouri
$987K
SC
304
Shearwater Capital
Colorado
$977K
MCCP
305
Mission Creek Capital Partners
California
$967K
SIAG
306
Signet Investment Advisory Group
Rhode Island
$961K
Koshinski Asset Management
307
Koshinski Asset Management
Illinois
$958K
PWM
308
Parkway Wealth Management
Texas
$949K
TPCW
309
TD Private Client Wealth
New York
$935K
GWA
310
Geometric Wealth Advisors
District of Columbia
$929K
Truist Financial
311
Truist Financial
North Carolina
$924K
EWA
312
EverSource Wealth Advisors
Alabama
$917K
Empower Advisory Group
313
Empower Advisory Group
Colorado
$917K
CCG
314
Catalina Capital Group
California
$913K
CA
315
Claro Advisors
Massachusetts
$909K
CIC
316
Cutler Investment Counsel
Oregon
$909K
RFP
317
RCS Financial Planning
Maryland
$898K
OFG
318
Orcam Financial Group
California
$887K
FI
319
FIDELIS iM
Oregon
$873K
TNA
320
True North Advisors
Texas
$873K
NA
321
Novus Advisors
South Carolina
$867K
O3W
322
Omni 360 Wealth
New Jersey
$867K
HIF
323
Hill Island Financial
Michigan
$861K
IRP
324
Investment Research Partners
Pennsylvania
$855K
VWA
325
VERITY Wealth Advisors
United States
$839K