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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 %
Lido Advisors
326
Lido Advisors
California
$775K -$31.7K -1,362 -4%
CPIG
327
Chicago Partners Investment Group
Illinois
$774K +$103K +4,452 +15%
US Bancorp
328
US Bancorp
Minnesota
$769K +$12.8K +551 +2%
SFA
329
Semmax Financial Advisors
North Carolina
$759K +$17.4K +751 +2%
JWA
330
JFS Wealth Advisors
Pennsylvania
$756K +$6.25K +269 +0.8%
PAG
331
Powers Advisory Group
Illinois
$751K +$79.5K +3,422 +12%
BFG
332
Beacon Financial Group
Texas
$744K -$21.6K -929 -3%
CA
333
CWC Advisors
Oregon
$730K +$27.3K +1,175 +4%
TA
334
Tactive Advisors
Florida
$725K +$725K +31,203 New
JWS
335
Juncture Wealth Strategies
Arizona
$722K -$32.7K -1,406 -4%
FFA
336
Farther Finance Advisors
California
$719K -$305K -13,112 -30%
SWA
337
Stratos Wealth Advisors
Ohio
$715K -$25.1K -1,078 -3%
RFA
338
Resurgent Financial Advisors
Georgia
$713K -$65.9K -2,836 -8%
KPWS
339
Kestra Private Wealth Services
Texas
$710K +$190K +8,183 +37%
DLCIG
340
D.L. Carlson Investment Group
New Hampshire
$709K +$953 +41 +0.1%
EWM
341
Endowment Wealth Management
Wisconsin
$701K -$30.1K -1,294 -4%
RWM
342
RKL Wealth Management
Pennsylvania
$698K -$1.46M -63,015 -68%
GC
343
Garde Capital
Washington
$697K -$25.8K -1,112 -4%
SPW
344
Sonoma Private Wealth
California
$696K – – –
CIP
345
Capital Insight Partners
Arizona
$694K -$191K -8,222 -22%
LWMT
346
Legacy Wealth Management (Tennessee)
Tennessee
$694K -$221K -9,501 -24%
VWM
347
Vermillion Wealth Management
Minnesota
$679K -$91.4K -3,931 -12%
MWP
348
Meridian Wealth Partners
Pennsylvania
$677K -$14.1K -605 -2%
LEFP
349
Leading Edge Financial Planning
Tennessee
$674K -$47.2K -2,033 -7%
SFS
350
Sowell Financial Services
Arkansas
$666K -$121K -5,199 -15%
12 13
14
15 16