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
LGG
376
Luts & Greenleigh Group
Maryland
$547K
SAM
377
Sawgrass Asset Management
Florida
$547K
VA
378
VestGen Advisors
Illinois
$545K
Corient Private Wealth
379
Corient Private Wealth
Florida
$544K
LCM
380
Liberty Capital Management
Michigan
$541K
AWA
381
Asempa Wealth Advisors
Louisiana
$540K
VAF
382
Values Added Financial
District of Columbia
$539K
Northern Trust
383
Northern Trust
Illinois
$536K
PC
384
Payne Capital
Oregon
$531K
CAG
385
Carroll Advisory Group
Texas
$519K
E
386
Entelevest
Florida
$516K
BIA
387
Bigelow Investment Advisors
Maine
$508K
RWM
388
RBA Wealth Management
California
$500K
HP
389
Haven Private
Florida
$496K
VT
390
Vise Technologies
New York
$495K
IPA
391
Investment Planning Advisors
Georgia
$494K
BPWM
392
Badgley Phelps Wealth Managers
Washington
$490K
NHFG
393
New Harbor Financial Group
Massachusetts
$488K
RW
394
Ridgeline Wealth
Arizona
$488K
KLI
395
Kelman-Lazarov Inc
Tennessee
$487K
RM
396
RCW Management
Florida
$482K
EWM
397
Elevation Wealth Management
Minnesota
$479K
PA
398
Parallel Advisors
California
$478K
BWP
399
Balboa Wealth Partners
Arizona
$477K
PIWA
400
Prevail Innovative Wealth Advisors
Kansas
$473K