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
JWA
351
JFS Wealth Advisors
Pennsylvania
$766K
MWM
352
Mission Wealth Management
California
$765K
US Bancorp
353
US Bancorp
Minnesota
$757K
WFA
354
WJ Financial Advisors
Connecticut
$751K
KWA
355
Kingswood Wealth Advisors
California
$746K
TCA
356
Transcend Capital Advisors
New Jersey
$745K
DLCIG
357
D.L. Carlson Investment Group
New Hampshire
$736K
MOS
358
MGO One Seven
Ohio
$736K
CA
359
CWC Advisors
Oregon
$731K
RFA
360
Resurgent Financial Advisors
Georgia
$728K
GCA
361
Gradient Capital Advisors
California
$705K
SPW
362
Sonoma Private Wealth
California
$705K
LWMT
363
Legacy Wealth Management (Tennessee)
Tennessee
$703K
SFS
364
Sowell Financial Services
Arkansas
$669K
IP
365
Ignite Planners
California
$667K
LEFP
366
Leading Edge Financial Planning
Tennessee
$666K
KWM
367
KRM Wealth Management
Nevada
$666K
GC
368
Garde Capital
Washington
$664K
AA
369
Advisory Alpha
Michigan
$650K
NWAG
370
Net Worth Advisory Group
Utah
$646K
SWA
371
Stratos Wealth Advisors
Ohio
$632K
ACM
372
Appalachian Capital Management
Ohio
$622K
AOWM
373
Alpha Omega Wealth Management
Virginia
$619K
VFIC
374
Valley Forge Investment Consultants
Pennsylvania
$603K
WFC
375
Western Financial Corp
California
$601K