SCHZ icon

Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

633 hedge funds and large institutions have $3.88B invested in Schwab US Aggregate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 274 increasing their positions, 235 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
+5
Holders Change %
+0.8%
% of All Funds
8.6%
Holding in Top 10
60
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.26%
% of All Funds
0.81%
New
55
Increased
274
Reduced
235
Closed
39
Calls
$39K
Puts
–
Net Calls
+$39K
Net Calls Change
+$68K

Top Buyers

1
Jane Street
Jane Street
New York
+$48.5M
2
Morgan Stanley
Morgan Stanley
New York
+$22.5M
3
AG
Ascent Group
Virginia
+$21.6M
4
UBS Group
UBS Group
Switzerland
+$20.4M
5
VA
Vident Advisory
Georgia
+$15.2M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$29.7M
2
Goldman Sachs
Goldman Sachs
New York
-$19.1M
3
Bank of America
Bank of America
North Carolina
-$17.7M
4
DWM
Destination Wealth Management
California
-$16.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAP
401
One Advisory Partners
Kansas
$449K +$136K +5,875 +43%
WA
402
Wealth Alliance
New York
$448K +$81.8K +3,530 +22%
FEM
403
Fulcrum Equity Management
Texas
$446K -$7.37K -318 -2%
WPC
404
Wedmont Private Capital
Pennsylvania
$446K – – –
MWG
405
Martin Worley Group
Utah
$441K +$22.7K +979 +5%
CF
406
Centaurus Financial
California
$434K +$51.6K +2,232 +14%
SFP
407
Sherwood Financial Partners
California
$434K -$48.7K -2,104 -10%
FMWA
408
Forvis Mazars Wealth Advisors
Missouri
$430K -$340K -14,677 -44%
FA
409
Fermata Advisors
California
$427K – – –
OSAM
410
O'Shaughnessy Asset Management
Connecticut
$426K +$425K +18,372 +1,837,200%
QWP
411
Quotient Wealth Partners
Texas
$425K +$425K +18,371 New
FA
412
FDx Advisors
Illinois
$425K -$3.03K -131 -0.7%
HSA
413
HBK Sorce Advisory
Pennsylvania
$423K -$2.36K -102 -0.6%
KWM
414
Kingsview Wealth Management
Oregon
$419K -$261K -11,290 -38%
W
415
WealthCollab
Washington
$418K -$33.7K -1,453 -7%
RRCM
416
Rappaport Reiches Capital Management
Illinois
$409K -$1.41K -61 -0.3%
JF
417
Joule Financial
Kentucky
$409K -$3.29K -142 -0.8%
SPWG
418
Syntegra Private Wealth Group
Missouri
$408K -$31.5K -1,359 -7%
AL
419
Aspiriant LLC
California
$402K -$166K -7,188 -29%
ACA
420
Aptus Capital Advisors
Alabama
$398K -$3.61K -156 -0.9%
DBRC
421
D.B. Root & Company
Pennsylvania
$398K -$11.7K -506 -3%
RWM
422
RBA Wealth Management
California
$397K +$9.31K +402 +2%
WFS
423
Walker Financial Services
Kentucky
$396K -$23.4K -1,011 -6%
SL
424
SWMG LLC
Texas
$392K +$1.5K +65 +0.4%
HOWA
425
Heritage Oak Wealth Advisors
Florida
$391K -$9.13K -394 -2%
15 16
17
18 19