SCHZ icon

Schwab US Aggregate Bond ETF

657 hedge funds and large institutions have $4.16B invested in Schwab US Aggregate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 285 increasing their positions, 210 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
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
SA
376
Sovran Advisors
California
$572K
SFA
377
Sequoia Financial Advisors
Ohio
$571K
PA
378
PFG Advisors
Arizona
$562K
SF
379
Seek First
California
$562K
WB
380
WesBanco Bank
West Virginia
$560K
KPWS
381
Kestra Private Wealth Services
Texas
$557K
LAM
382
L2 Asset Management
Massachusetts
$554K
LGG
383
Luts & Greenleigh Group
Maryland
$547K
SAM
384
Sawgrass Asset Management
Florida
$547K
VA
385
VestGen Advisors
Illinois
$545K
LCM
386
Liberty Capital Management
Michigan
$541K
AWA
387
Asempa Wealth Advisors
Louisiana
$540K
VAF
388
Values Added Financial
District of Columbia
$539K
Northern Trust
389
Northern Trust
Illinois
$536K
PC
390
Payne Capital
Oregon
$531K
CAG
391
Carroll Advisory Group
Texas
$519K
E
392
Entelevest
Florida
$516K
BIA
393
Bigelow Investment Advisors
Maine
$508K
RWM
394
RBA Wealth Management
California
$500K
RRAL
395
RED REEF ADVISORS LLC
Florida
$499K
HP
396
Haven Private
Florida
$496K
VT
397
Vise Technologies
New York
$495K
IPA
398
Investment Planning Advisors
Georgia
$494K
BPWM
399
Badgley Phelps Wealth Managers
Washington
$490K
NHFG
400
New Harbor Financial Group
Massachusetts
$488K