SCHZ icon

Schwab US Aggregate Bond ETF

653 hedge funds and large institutions have $4.15B invested in Schwab US Aggregate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 285 increasing their positions, 210 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
653
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
57
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
DLCIG
351
D.L. Carlson Investment Group
New Hampshire
$736K
MOS
352
MGO One Seven
Ohio
$736K
CA
353
CWC Advisors
Oregon
$731K
RFA
354
Resurgent Financial Advisors
Georgia
$728K
GCA
355
Gradient Capital Advisors
California
$705K
SPW
356
Sonoma Private Wealth
California
$705K
LWMT
357
Legacy Wealth Management (Tennessee)
Tennessee
$703K
SFS
358
Sowell Financial Services
Arkansas
$669K
IP
359
Ignite Planners
California
$667K
LEFP
360
Leading Edge Financial Planning
Tennessee
$666K
GC
361
Garde Capital
Washington
$664K
AA
362
Advisory Alpha
Michigan
$650K
NWAG
363
Net Worth Advisory Group
Utah
$646K
SWA
364
Stratos Wealth Advisors
Ohio
$632K
ACM
365
Appalachian Capital Management
Ohio
$622K
AOWM
366
Alpha Omega Wealth Management
Virginia
$619K
VFIC
367
Valley Forge Investment Consultants
Pennsylvania
$603K
WFC
368
Western Financial Corp
California
$601K
RWM
369
RKL Wealth Management
Pennsylvania
$601K
LFA
370
Laraway Financial Advisors
Minnesota
$592K
SDWMA
371
Schneider Downs Wealth Management Advisors
Pennsylvania
$589K
FWP
372
FAS Wealth Partners
Kansas
$586K
TYCC
373
Texas Yale Capital Corp
Florida
$573K
SA
374
Sovran Advisors
California
$572K
SFA
375
Sequoia Financial Advisors
Ohio
$571K