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Schwab US Aggregate Bond ETF
SCHZ
SCHZ
640 hedge funds and large institutions have $3.79B invested in Schwab US Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 226 increasing their positions, 288 reducing their positions, and 44 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
less ownership
Funds ownership: →
16% less funds holding in top 10
Funds holding in top 10: 61 → 51 (-10)
22% less repeat investments, than reductions
Existing positions increased: 226 | Existing positions reduced: 288
Holders
640
Holding in Top 10
51
Calls
–
Puts
–
Top Buyers
| 1 | +$20.9M | |
| 2 | +$14.4M | |
| 3 | +$13.8M | |
| 4 |
RIM
Rockbridge Investment Management
Syracuse,
New York
|
+$11M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$10.7M |
Top Sellers
| 1 | -$52.7M | |
| 2 | -$46.8M | |
| 3 | -$26.9M | |
| 4 |
FCA
FLC Capital Advisors
Palm Desert,
California
|
-$25.5M |
| 5 |
IA
Integrity Alliance
Urbandale,
Iowa
|
-$24.4M |