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Schwab US Aggregate Bond ETF

642 hedge funds and large institutions have $3.92B invested in Schwab US Aggregate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 280 increasing their positions, 236 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 39

19% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 236

7% more funds holding in top 10

Funds holding in top 10: 5761 (+4)

1.7% more ownership

Funds ownership: 44.07%45.77% (+1.7%)

1% more funds holding

Funds holding: 634642 (+8)

17% less capital invested

Capital invested by funds: $4.72B → $3.92B (-$801M)

Holders
642
Holders Change
+8
Holders Change %
+1.26%
% of All Funds
8.61%
Holding in Top 10
61
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.02%
% of All Funds
0.82%
New
56
Increased
280
Reduced
236
Closed
39
Calls
$39K
Puts
Net Calls
+$39K
Net Calls Change
+$68K
Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
326
U.S. Capital Wealth Advisors
Texas
$828K -$227K -9,898 -22%
HF
327
HRT Financial
New York
$826K +$817K +35,682 New
GCA
328
Gradient Capital Advisors
California
$822K +$27.4K +1,197 +3%
Lido Advisors
329
Lido Advisors
California
$804K -$954K -41,642 -55%
O3W
330
Omni 360 Wealth
New Jersey
$796K +$39.8K +1,738 +5%
RC
331
Roundview Capital
New Jersey
$795K +$10.1K +443 +1%
GC
332
GatePass Capital
Ohio
$788K +$17.2K +750 +2%
SFS
333
Sowell Financial Services
Arkansas
$785K +$1.74K +76 +0.2%
WFC
334
Western Financial Corp
California
$783K -$73.9K -3,226 -9%
RFA
335
Resurgent Financial Advisors
Georgia
$776K +$32.4K +1,413 +4%
VWM
336
Vermillion Wealth Management
Minnesota
$768K -$88.1K -3,846 -10%
BFG
337
Beacon Financial Group
Texas
$763K -$107K -4,683 -12%
MWA
338
Merkkuri Wealth Advisors
New York
$758K +$43.1K +1,883 +6%
US Bancorp
339
US Bancorp
Minnesota
$753K -$107K -4,652 -13%
JWS
340
Juncture Wealth Strategies
Arizona
$752K -$65.5K -2,860 -8%
JWA
341
JFS Wealth Advisors
Pennsylvania
$747K +$22K +962 +3%
EFG
342
Ethos Financial Group
Pennsylvania
$746K +$30.3K +1,324 +4%
SWA
343
Stratos Wealth Advisors
Ohio
$738K -$649K -28,325 -47%
SFA
344
Semmax Financial Advisors
North Carolina
$733K +$45.8K +2,001 +7%
WIA
345
World Investment Advisors
California
$730K -$714K -31,185 -50%
EWM
346
Endowment Wealth Management
Wisconsin
$729K -$49.7K -2,168 -6%
AIM
347
AHL Investment Management
Florida
$724K +$115K +5,000 +19%
GC
348
Garde Capital
Washington
$720K +$712K +31,099 New
LEFP
349
Leading Edge Financial Planning
Tennessee
$719K +$435 +19 +0.1%
MW
350
Marcum Wealth
Ohio
$712K +$705K +30,761 New

SCHZ Hedge Fund Activity: Q1 2025 in Review

642 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q1 2025, worth a combined $3.92B — down 17% from $4.72B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new SCHZ positions and 39 closed out — a net gain of 17 holders — while 280 added to existing stakes and 236 trimmed.

The largest buyer was Jane Street, adding an estimated $48M. The largest seller was Ameriprise, cutting an estimated $29.3M.

  • 642 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q1 2025, up from 634 in Q4 2024.
  • Funds reported $3.92B of Schwab US Aggregate Bond ETF stock for Q1 2025, down 17% quarter-over-quarter.
  • 56 funds opened new Schwab US Aggregate Bond ETF positions in Q1 2025 and 39 closed out, a net change of +17 holders.
  • The largest Schwab US Aggregate Bond ETF buyer in Q1 2025 was Jane Street, an estimated $48M added.
  • The largest Schwab US Aggregate Bond ETF seller in Q1 2025 was Ameriprise, an estimated $29.3M sold.

Based on aggregated 13F filings for Q1 2025.