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
SAW
326
Signal Advisors Wealth
Michigan
$838K
CCFM
327
Clear Creek Financial Management
Washington
$835K
PCIA
328
Prime Capital Investment Advisors
Kansas
$833K
DWA
329
Davis Wealth Advisors
New Hampshire
$832K
RC
330
Roundview Capital
New Jersey
$827K
Lido Advisors
331
Lido Advisors
California
$815K
NRI
332
NFP Retirement Inc
California
$805K
USCWA
333
U.S. Capital Wealth Advisors
Texas
$805K
JWS
334
Juncture Wealth Strategies
Arizona
$787K
MWM
335
Maripau Wealth Management
Indiana
$782K
MHS
336
M Holdings Securities
Oregon
$775K
PAW
337
Plan A Wealth
Nebraska
$774K
RG
338
RHL Group
Michigan
$772K
SHJ
339
Sharkey, Howes & Javer
Colorado
$767K
JWA
340
JFS Wealth Advisors
Pennsylvania
$766K
MWM
341
Mission Wealth Management
California
$765K
US Bancorp
342
US Bancorp
Minnesota
$757K
WFA
343
WJ Financial Advisors
Connecticut
$751K
KWA
344
Kingswood Wealth Advisors
California
$746K
TCA
345
Transcend Capital Advisors
New Jersey
$745K
DLCIG
346
D.L. Carlson Investment Group
New Hampshire
$736K
MOS
347
MGO One Seven
Ohio
$736K
CA
348
CWC Advisors
Oregon
$731K
RFA
349
Resurgent Financial Advisors
Georgia
$728K
GCA
350
Gradient Capital Advisors
California
$705K