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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 %
LSA
426
Lansing Street Advisors
Pennsylvania
$380K +$10.4K +447 +3%
FEM
427
Fulcrum Equity Management
Texas
$380K -$68K -2,925 -15%
FA
428
Fermata Advisors
California
$378K -$50.4K -2,170 -12%
WIA
429
World Investment Advisors
California
$366K -$367K -15,781 -50%
SL
430
SWMG LLC
Texas
$365K -$25.8K -1,120 -7%
SPWG
431
Syntegra Private Wealth Group
Missouri
$364K -$45.5K -1,959 -11%
PWG
432
Portside Wealth Group
Utah
$360K -$3.21K -138 -0.9%
AIP
433
Ameritas Investment Partners
Nebraska
$360K -$119K -5,131 -25%
WA
434
Wealth Alliance
New York
$351K -$98.5K -4,240 -22%
NA
435
Note Advisors
New York
$350K -$16.4K -706 -4%
AIMC
436
Alley Investment Management Company
Illinois
$347K +$2.72K +117 +0.8%
NG
437
Novem Group
New York
$346K +$60.6K +2,607 +21%
ACA
438
American Capital Advisory
Idaho
$341K – – –
LAM
439
Lewis Asset Management
California
$339K – – –
GSEP
440
Golden State Equity Partners
California
$338K – – –
MHB
441
Midwest Heritage Bank
Iowa
$338K +$14.4K +621 +4%
BJL
442
Brighton Jones LLC
Washington
$336K +$7.18K +309 +2%
TIAA Trust, National Association
443
TIAA Trust, National Association
North Carolina
$329K +$3.65K +157 +1%
AFG
444
Atomi Financial Group
New York
$327K +$50.9K +2,191 +18%
JWBC
445
J.W. Burns & Co
New York
$325K -$8.92K -384 -3%
PIWA
446
Prevail Innovative Wealth Advisors
Kansas
$323K +$323K +13,908 New
DBRC
447
D.B. Root & Company
Pennsylvania
$319K -$80.9K -3,481 -20%
MWA
448
MN Wealth Advisors
Kansas
$317K +$317K +13,653 New
FNC
449
First National Corp
Massachusetts
$314K +$6.23K +268 +2%
LMKC
450
L.M. Kohn & Company
Ohio
$312K +$38.8K +1,669 +14%
16 17
18
19 20