SCHZ icon

Schwab US Aggregate Bond ETF

664 hedge funds and large institutions have $4.2B invested in Schwab US Aggregate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 287 increasing their positions, 211 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
664
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
60
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$90.1M
2 +$23.5M
3 +$13.3M
4
Goldman Sachs
Goldman Sachs
New York
+$12.3M
5
Creative Planning
Creative Planning
Kansas
+$12.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
326
Claro Advisors
Massachusetts
$909K
CIC
327
Cutler Investment Counsel
Oregon
$909K
RFP
328
RCS Financial Planning
Maryland
$898K
OFG
329
Orcam Financial Group
California
$887K
FI
330
FIDELIS iM
Oregon
$873K
TNA
331
True North Advisors
Texas
$873K
NA
332
Novus Advisors
South Carolina
$867K
O3W
333
Omni 360 Wealth
New Jersey
$867K
HIF
334
Hill Island Financial
Michigan
$861K
IRP
335
Investment Research Partners
Pennsylvania
$855K
VWA
336
VERITY Wealth Advisors
United States
$839K
SAW
337
Signal Advisors Wealth
Michigan
$838K
CCFM
338
Clear Creek Financial Management
Washington
$835K
PCIA
339
Prime Capital Investment Advisors
Kansas
$833K
DWA
340
Davis Wealth Advisors
New Hampshire
$832K
RC
341
Roundview Capital
New Jersey
$827K
Lido Advisors
342
Lido Advisors
California
$815K
NRI
343
NFP Retirement Inc
California
$805K
USCWA
344
U.S. Capital Wealth Advisors
Texas
$805K
JWS
345
Juncture Wealth Strategies
Arizona
$787K
MWM
346
Maripau Wealth Management
Indiana
$782K
MHS
347
M Holdings Securities
Oregon
$775K
PAW
348
Plan A Wealth
Nebraska
$774K
RG
349
RHL Group
Michigan
$772K
SHJ
350
Sharkey, Howes & Javer
Colorado
$767K