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 %
MWP
351
Meridian Wealth Partners
Pennsylvania
$689K +$2.66K +115 +0.4%
VWA
352
Visionary Wealth Advisors
Illinois
$683K +$38.5K +1,661 +6%
CPIG
353
Chicago Partners Investment Group
Illinois
$671K +$9.11K +396 +1%
PAG
354
Powers Advisory Group
Illinois
$670K +$289K +12,489 +76%
AOWM
355
Alpha Omega Wealth Management
Virginia
$665K +$1.23K +53 +0.2%
Focus Partners Wealth
356
Focus Partners Wealth
Massachusetts
$653K -$82K -3,540 -11%
BAMG
357
Brand Asset Management Group
Missouri
$651K -$47K -2,028 -7%
LAIC
358
Lederer & Associates Investment Counsel
California
$646K +$765 +33 +0.1%
SA
359
Sovran Advisors
California
$627K -$30K -1,309 -5%
KLI
360
Kelman-Lazarov Inc
Tennessee
$620K +$38.3K +1,653 +7%
D
361
Dentgroup
Louisiana
$616K +$57.3K +2,475 +10%
EWA
362
EP Wealth Advisors
California
$613K -$111K -4,812 -15%
SDWMA
363
Schneider Downs Wealth Management Advisors
Pennsylvania
$604K – – –
GWM
364
GK Wealth Management
Nevada
$602K +$91.5K +3,949 +18%
AA
365
Advisory Alpha
Michigan
$595K +$107K +4,606 +22%
LCM
366
Liberty Capital Management
Michigan
$595K +$27.1K +1,168 +5%
EFG
367
Embree Financial Group
Illinois
$589K -$62.5K -2,698 -10%
PCWA
368
Pacific Capital Wealth Advisors
California
$579K – – –
LFA
369
Laraway Financial Advisors
Minnesota
$570K -$15K -649 -3%
IWM
370
IHT Wealth Management
Illinois
$562K -$63.4K -2,737 -10%
PFA
371
Pure Financial Advisors
California
$553K – – –
SFA
372
Sequoia Financial Advisors
Ohio
$552K -$47.9K -2,070 -8%
HKIMG
373
Hutchens & Kramer Investment Management Group
Indiana
$549K -$4.35K -188 -0.8%
LGG
374
Luts & Greenleigh Group
Maryland
$542K -$10.9K -470 -2%
IPA
375
Investment Planning Advisors
Georgia
$538K +$60.5K +2,611 +13%
13 14
15
16 17