SCHZ icon

Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

633 hedge funds and large institutions have $3.88B invested in Schwab US Aggregate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 274 increasing their positions, 235 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
+5
Holders Change %
+0.8%
% of All Funds
8.6%
Holding in Top 10
60
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.26%
% of All Funds
0.81%
New
55
Increased
274
Reduced
235
Closed
39
Calls
$39K
Puts
–
Net Calls
+$39K
Net Calls Change
+$68K

Top Buyers

1
Jane Street
Jane Street
New York
+$48.5M
2
Morgan Stanley
Morgan Stanley
New York
+$22.5M
3
AG
Ascent Group
Virginia
+$21.6M
4
UBS Group
UBS Group
Switzerland
+$20.4M
5
VA
Vident Advisory
Georgia
+$15.2M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$29.7M
2
Goldman Sachs
Goldman Sachs
New York
-$19.1M
3
Bank of America
Bank of America
North Carolina
-$17.7M
4
DWM
Destination Wealth Management
California
-$16.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
326
Roundview Capital
New Jersey
$795K +$10.3K +443 +1%
SFS
327
Sowell Financial Services
Arkansas
$785K +$1.76K +76 +0.2%
WFC
328
Western Financial Corp
California
$783K -$74.7K -3,226 -9%
RFA
329
Resurgent Financial Advisors
Georgia
$776K +$32.7K +1,413 +4%
VWM
330
Vermillion Wealth Management
Minnesota
$768K -$89.1K -3,846 -10%
BFG
331
Beacon Financial Group
Texas
$763K -$108K -4,683 -12%
MWA
332
Merkkuri Wealth Advisors
New York
$758K +$43.6K +1,883 +6%
US Bancorp
333
US Bancorp
Minnesota
$753K -$108K -4,652 -13%
JWS
334
Juncture Wealth Strategies
Arizona
$752K -$66.2K -2,860 -8%
JWA
335
JFS Wealth Advisors
Pennsylvania
$747K +$22.3K +962 +3%
EFG
336
Ethos Financial Group
Pennsylvania
$746K +$30.1K +1,324 +4%
SWA
337
Stratos Wealth Advisors
Ohio
$738K -$656K -28,325 -47%
SFA
338
Semmax Financial Advisors
North Carolina
$733K +$45.8K +2,001 +7%
WIA
339
World Investment Advisors
California
$730K -$722K -31,185 -50%
EWM
340
Endowment Wealth Management
Wisconsin
$729K -$50.2K -2,168 -6%
AIM
341
AHL Investment Management
Florida
$724K +$116K +5,000 +19%
GC
342
Garde Capital
Washington
$720K +$720K +31,099 New
LEFP
343
Leading Edge Financial Planning
Tennessee
$719K +$440 +19 +0.1%
MW
344
Marcum Wealth
Ohio
$712K +$712K +30,761 New
BIA
345
Bigelow Investment Advisors
Maine
$711K -$63.2K -2,728 -8%
DLCIG
346
D.L. Carlson Investment Group
New Hampshire
$705K -$83.5K -3,604 -11%
RW
347
Ridgeline Wealth
Arizona
$705K -$120K -5,200 -15%
AWM
348
Apollon Wealth Management
South Carolina
$703K -$2.74M -118,351 -80%
CA
349
CWC Advisors
Oregon
$700K -$2.96K -128 -0.4%
SPW
350
Sonoma Private Wealth
California
$694K -$5.33K -230 -0.8%
12 13
14
15 16