SCHZ icon

Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

631 hedge funds and large institutions have $3.75B invested in Schwab US Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 224 increasing their positions, 284 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
631
Holders Change
-2
Holders Change %
-0.32%
% of All Funds
8.46%
Holding in Top 10
50
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-16.67%
% of All Funds
0.67%
New
52
Increased
224
Reduced
284
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWP
Daymark Wealth Partners
Ohio
+$21.2M
2
ACM
AlphaStar Capital Management
North Carolina
+$14M
3
RIM
Rockbridge Investment Management
New York
+$11.1M
4
HighTower Advisors
HighTower Advisors
Illinois
+$10.8M
5
AC
AlphaCore Capital
California
+$6.96M

Top Sellers

1
WA
Waterford Advisors
New York
-$203M
2
Jane Street
Jane Street
New York
-$52.7M
3
HCM
Hengehold Capital Management
Ohio
-$47.4M
4
Morgan Stanley
Morgan Stanley
New York
-$27.2M
5
FCA
FLC Capital Advisors
California
-$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFS
376
Legacy Financial Strategies
Kansas
$525K +$5.32K +229 +1%
CWM
377
Cahaba Wealth Management
Georgia
$522K +$5.3K +228 +1%
IPA
378
Investment Planning Advisors
Georgia
$520K -$19.4K -834 -4%
OCM
379
One Capital Management
California
$516K – – –
KLI
380
Kelman-Lazarov Inc
Tennessee
$513K -$109K -4,682 -17%
BAMG
381
Brand Asset Management Group
Missouri
$511K -$142K -6,125 -22%
EWA
382
EP Wealth Advisors
California
$511K -$105K -4,508 -17%
KWA
383
Kingswood Wealth Advisors
California
$509K +$129K +5,568 +34%
BCWM
384
Bartlett & Co Wealth Management
Ohio
$506K -$4.14K -178 -0.8%
SL
385
Sentinus LLC
Illinois
$504K -$6.65K -286 -1%
GS
386
GTS Securities
New York
$502K +$502K +21,622 New
Truist Financial
387
Truist Financial
North Carolina
$502K +$1.51K +65 +0.3%
FCA
388
FLC Capital Advisors
California
$494K -$25.9M -1,113,257 -98%
GWA
389
Geometric Wealth Advisors
District of Columbia
$493K +$10.9K +471 +2%
AA
390
Armis Advisers
Georgia
$492K -$30.5K -1,312 -6%
NHFG
391
New Harbor Financial Group
Massachusetts
$486K – – –
SFA
392
Sequoia Financial Advisors
Ohio
$484K -$70.6K -3,038 -13%
SAM
393
Sawgrass Asset Management
Florida
$479K – – –
BPWM
394
Badgley Phelps Wealth Managers
Washington
$477K – – –
WIM
395
WealthPlan Investment Management
Nebraska
$476K +$476K +20,485 New
Corient Private Wealth
396
Corient Private Wealth
Florida
$466K +$466K +20,072 New
OAP
397
One Advisory Partners
Kansas
$466K +$19K +825 +4%
WFS
398
WealthGarden F.S.
California
$456K -$36.8K -1,593 -7%
VAF
399
Values Added Financial
District of Columbia
$454K -$2.38M -102,506 -84%
VCM
400
Versant Capital Management
Arizona
$454K -$674 -29 -0.1%
14 15
16
17 18