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Schwab US Aggregate Bond ETF

642 hedge funds and large institutions have $3.92B invested in Schwab US Aggregate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 280 increasing their positions, 236 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 39

19% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 236

7% more funds holding in top 10

Funds holding in top 10: 5761 (+4)

1.7% more ownership

Funds ownership: 44.07%45.77% (+1.7%)

1% more funds holding

Funds holding: 634642 (+8)

17% less capital invested

Capital invested by funds: $4.72B → $3.92B (-$801M)

Holders
642
Holders Change
+8
Holders Change %
+1.26%
% of All Funds
8.61%
Holding in Top 10
61
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.02%
% of All Funds
0.82%
New
56
Increased
280
Reduced
236
Closed
39
Calls
$39K
Puts
Net Calls
+$39K
Net Calls Change
+$68K
Name Holding Trade Value Shares
Change
Change in
Stake
FWP
401
FAS Wealth Partners
Kansas
$460K +$34.8K +1,521 +8%
CAL
402
Capital Advisors Ltd
Ohio
$455K
RGF
403
Retirement Guys Formula
Ohio
$454K -$5.73K -250 -1%
BC
404
Bowman & Company
Wisconsin
$453K -$566K -24,712 -56%
VCM
405
Versant Capital Management
Arizona
$453K -$30.4K -1,325 -6%
HCP
406
Hardin Capital Partners
South Carolina
$452K +$5.79K +253 +1%
ZIM
407
Zacks Investment Management
Illinois
$451K -$153K -6,694 -26%
OAP
408
One Advisory Partners
Kansas
$449K +$135K +5,875 +43%
WA
409
Wealth Alliance
New York
$448K +$80.9K +3,530 +22%
FEM
410
Fulcrum Equity Management
Texas
$446K -$7.28K -318 -2%
WPC
411
Wedmont Private Capital
Pennsylvania
$446K
MWG
412
Martin Worley Group
Utah
$441K +$22.4K +979 +5%
CF
413
Centaurus Financial
California
$434K +$51.1K +2,232 +14%
SFP
414
Sherwood Financial Partners
California
$434K -$48.2K -2,104 -10%
FMWA
415
Forvis Mazars Wealth Advisors
Missouri
$430K -$336K -14,677 -44%
FA
416
Fermata Advisors
California
$427K
OSAM
417
O'Shaughnessy Asset Management
Connecticut
$426K +$421K +18,372 +1,837,200%
QWP
418
Quotient Wealth Partners
Texas
$425K +$421K +18,371 New
FA
419
FDx Advisors
Illinois
$425K -$3K -131 -0.7%
HSA
420
HBK Sorce Advisory
Pennsylvania
$423K -$2.34K -102 -0.6%
KWM
421
Kingsview Wealth Management
Oregon
$419K -$259K -11,290 -38%
W
422
WealthCollab
Washington
$418K -$33.3K -1,453 -7%
RRCM
423
Rappaport Reiches Capital Management
Illinois
$409K -$1.4K -61 -0.3%
JF
424
Joule Financial
Kentucky
$409K -$3.25K -142 -0.8%
SPWG
425
Syntegra Private Wealth Group
Missouri
$408K -$31.1K -1,359 -7%

SCHZ Hedge Fund Activity: Q1 2025 in Review

642 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q1 2025, worth a combined $3.92B — down 17% from $4.72B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new SCHZ positions and 39 closed out — a net gain of 17 holders — while 280 added to existing stakes and 236 trimmed.

The largest buyer was Jane Street, adding an estimated $48M. The largest seller was Ameriprise, cutting an estimated $29.3M.

  • 642 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q1 2025, up from 634 in Q4 2024.
  • Funds reported $3.92B of Schwab US Aggregate Bond ETF stock for Q1 2025, down 17% quarter-over-quarter.
  • 56 funds opened new Schwab US Aggregate Bond ETF positions in Q1 2025 and 39 closed out, a net change of +17 holders.
  • The largest Schwab US Aggregate Bond ETF buyer in Q1 2025 was Jane Street, an estimated $48M added.
  • The largest Schwab US Aggregate Bond ETF seller in Q1 2025 was Ameriprise, an estimated $29.3M sold.

Based on aggregated 13F filings for Q1 2025.