SCHZ icon

Schwab US Aggregate Bond ETF

653 hedge funds and large institutions have $4.15B invested in Schwab US Aggregate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 285 increasing their positions, 210 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
653
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
57
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
BC
426
Bowman & Company
Wisconsin
$407K
HOWA
427
Heritage Oak Wealth Advisors
Florida
$401K
PFA
428
Pure Financial Advisors
California
$392K
MI
429
Moneywise Inc
Virginia
$390K
WIM
430
WealthPlan Investment Management
Nebraska
$385K
CMP
431
Courage Miller Partners
Virginia
$385K
JF
432
Joule Financial
Kentucky
$383K
FA
433
Fermata Advisors
California
$380K
LSA
434
Lansing Street Advisors
Pennsylvania
$378K
EWM
435
Evolution Wealth Management
Florida
$372K
Royal Bank of Canada
436
Royal Bank of Canada
Ontario, Canada
$371K
CFG
437
Cooper Financial Group
California
$364K
PWG
438
Portside Wealth Group
Utah
$360K
MWP
439
Meridian Wealth Partners
Pennsylvania
$359K
SPWG
440
Syntegra Private Wealth Group
Missouri
$355K
NA
441
Note Advisors
New York
$354K
AL
442
Aspiriant LLC
California
$348K
SL
443
SWMG LLC
Texas
$344K
BRWA
444
B. Riley Wealth Advisors
Florida
$344K
FWI
445
Facet Wealth Inc
Maryland
$344K
GSEP
446
Golden State Equity Partners
California
$340K
CF
447
Centaurus Financial
California
$340K
AIMC
448
Alley Investment Management Company
Illinois
$337K
NG
449
Novem Group
New York
$336K
MHB
450
Midwest Heritage Bank
Iowa
$335K