SCHZ icon

Schwab US Aggregate Bond ETF

648 hedge funds and large institutions have $4.28B invested in Schwab US Aggregate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 285 increasing their positions, 207 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
56
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPW
351
Sonoma Private Wealth
California
$705K
LWMT
352
Legacy Wealth Management (Tennessee)
Tennessee
$703K
SFS
353
Sowell Financial Services
Arkansas
$669K
IP
354
Ignite Planners
California
$667K
LEFP
355
Leading Edge Financial Planning
Tennessee
$666K
GC
356
Garde Capital
Washington
$664K
AA
357
Advisory Alpha
Michigan
$650K
NWAG
358
Net Worth Advisory Group
Utah
$646K
SWA
359
Stratos Wealth Advisors
Ohio
$632K
ACM
360
Appalachian Capital Management
Ohio
$622K
AOWM
361
Alpha Omega Wealth Management
Virginia
$619K
VFIC
362
Valley Forge Investment Consultants
Pennsylvania
$603K
WFC
363
Western Financial Corp
California
$601K
RWM
364
RKL Wealth Management
Pennsylvania
$601K
LFA
365
Laraway Financial Advisors
Minnesota
$592K
SDWMA
366
Schneider Downs Wealth Management Advisors
Pennsylvania
$589K
FWP
367
FAS Wealth Partners
Kansas
$586K
TYCC
368
Texas Yale Capital Corp
Florida
$573K
SA
369
Sovran Advisors
California
$572K
SFA
370
Sequoia Financial Advisors
Ohio
$571K
PA
371
PFG Advisors
Arizona
$562K
SF
372
Seek First
California
$562K
WB
373
WesBanco Bank
West Virginia
$560K
KPWS
374
Kestra Private Wealth Services
Texas
$557K
LAM
375
L2 Asset Management
Massachusetts
$554K