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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 %
IP
351
Ignite Planners
California
$654K +$654K +28,472 New
LAIC
352
Lederer & Associates Investment Counsel
California
$649K +$930 +40 +0.1%
AOWM
353
Alpha Omega Wealth Management
Virginia
$639K -$28.2K -1,215 -4%
RW
354
Ridgeline Wealth
Arizona
$638K -$68.7K -2,958 -10%
AA
355
Advisory Alpha
Michigan
$637K +$39.7K +1,710 +7%
CPCM
356
Cardinal Point Capital Management
Ontario, Canada
$636K +$626K +626,091 +6,518%
WFC
357
Western Financial Corp
California
$634K -$152K -6,552 -19%
BIA
358
Bigelow Investment Advisors
Maine
$621K -$91.6K -3,940 -13%
IWM
359
IHT Wealth Management
Illinois
$619K +$55K +2,367 +10%
EFG
360
Ethos Financial Group
Pennsylvania
$597K -$166K -7,155 -22%
SDWMA
361
Schneider Downs Wealth Management Advisors
Pennsylvania
$591K -$15.1K -648 -2%
FWP
362
FAS Wealth Partners
Kansas
$584K +$123K +5,290 +27%
LCM
363
Liberty Capital Management
Michigan
$583K -$14.8K -636 -2%
LFA
364
Laraway Financial Advisors
Minnesota
$571K +$23 +1 +0%
EFG
365
Embree Financial Group
Illinois
$563K -$27.6K -1,187 -5%
SW
366
Simplicity Wealth
New Jersey
$563K +$350K +15,075 +165%
LAM
367
L2 Asset Management
Massachusetts
$561K +$561K +24,161 New
D
368
Dentgroup
Louisiana
$561K -$56.5K -2,430 -9%
WB
369
WesBanco Bank
West Virginia
$557K +$557K +23,957 New
NWAG
370
Net Worth Advisory Group
Utah
$556K +$556K +23,932 New
DW30
371
Drucker Wealth 3.0
New Jersey
$549K +$230K +9,956 +72%
LGG
372
Luts & Greenleigh Group
Maryland
$544K – – –
SF
373
Seek First
California
$540K +$10.6K +458 +2%
SA
374
Sovran Advisors
California
$539K -$88.6K -3,859 -14%
MOS
375
MGO One Seven
Ohio
$536K +$218K +9,375 +69%
13 14
15
16 17