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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 %
GWM
426
GSB Wealth Management
Connecticut
$386K -$195K -8,406 -34%
P
427
&Partners
Tennessee
$386K +$2.42K +104 +0.6%
CMP
428
Courage Miller Partners
Virginia
$381K – – –
Susquehanna International Group
429
Susquehanna International Group
Pennsylvania
$380K -$961K -41,515 -72%
KWA
430
Kingswood Wealth Advisors
California
$378K +$2.83K +122 +0.8%
WWM
431
Western Wealth Management
Colorado
$376K +$145K +6,254 +63%
NDSI
432
Newman Dignan & Sheerar Inc
Rhode Island
$373K -$7.78K -336 -2%
LSA
433
Lansing Street Advisors
Pennsylvania
$368K +$368K +15,898 New
NA
434
Note Advisors
New York
$365K +$13K +560 +4%
SWA
435
Sax Wealth Advisors
New Jersey
$363K +$363K +15,680 New
PWG
436
Portside Wealth Group
Utah
$362K – – –
BAM
437
Belpointe Asset Management
Nevada
$358K +$358K +15,446 New
FCA
438
Fortis Capital Advisors
Kansas
$358K +$358K +15,446 New
OPWM
439
Oregon Pacific Wealth Management
Oregon
$352K -$59.8K -2,580 -15%
EWA
440
EverSource Wealth Advisors
Alabama
$349K -$55.1K -2,380 -14%
AIMC
441
Alley Investment Management Company
Illinois
$343K -$11.2K -482 -3%
ACA
442
American Capital Advisory
Idaho
$339K -$21.9K -944 -6%
LAM
443
Lewis Asset Management
California
$338K -$1.23K -53 -0.4%
GSEP
444
Golden State Equity Partners
California
$337K – – –
JWBC
445
J.W. Burns & Co
New York
$333K +$8.89K +384 +3%
WAM
446
Worth Asset Management
Texas
$331K +$331K +14,310 New
AQR Capital Management
447
AQR Capital Management
Connecticut
$329K +$45.1K +1,948 +16%
BJL
448
Brighton Jones LLC
Washington
$328K +$4.49K +194 +1%
MMCM
449
Murphy & Mullick Capital Management
New York
$328K -$47.8K -2,062 -13%
TIAA Trust, National Association
450
TIAA Trust, National Association
North Carolina
$324K +$741 +32 +0.2%
16 17
18
19 20