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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
1
Daymark Wealth Partners
Ohio
$27.3M
2
ACM
2
AlphaStar Capital Management
North Carolina
$14M
3
RIM
3
Rockbridge Investment Management
New York
$172M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$84.9M
5
AC
5
AlphaCore Capital
California
$9.04M

Top Sellers

1
WA
1
Waterford Advisors
New York
$8.17M
2
Jane Street
2
Jane Street
New York
$0
3
HCM
3
Hengehold Capital Management
Ohio
$7.29M
4
Morgan Stanley
4
Morgan Stanley
New York
$23.5M
5
FCA
5
FLC Capital Advisors
California
$494K
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
451
Worth Asset Management
Texas
$311K -$22.1K -949 -7%
BRWA
452
B. Riley Wealth Advisors
Florida
$307K +$307K +13,192 New
PIFP
453
Partners in Financial Planning
Virginia
$302K +$3.07K +132 +1%
FMWA
454
Forvis Mazars Wealth Advisors
Missouri
$300K -$131K -5,656 -30%
BH
455
Burk Holdings
Oklahoma
$299K – – –
RW
456
Regimen Wealth
Georgia
$294K +$2.98K +128 +1%
GWM
457
GSB Wealth Management
Connecticut
$293K -$95.1K -4,092 -25%
NA
458
NewEdge Advisors
Louisiana
$289K -$6.79K -292 -2%
PSCM
459
Per Stirling Capital Management
Texas
$287K -$5.16K -222 -2%
AIA
460
Accelerate Investment Advisors
California
$286K -$23.6K -1,016 -8%
CPA
461
Cardiff Park Advisors
California
$286K +$2.91K +125 +1%
EWA
462
EverSource Wealth Advisors
Alabama
$285K -$64.7K -2,786 -19%
KWM
463
Keebeck Wealth Management
Illinois
$282K -$19.7K -846 -7%
KFGG
464
Keystone Financial Group (Georgia)
Georgia
$281K +$19.2K +835 +7%
Stifel Financial
465
Stifel Financial
Missouri
$279K +$279K +12,024 New
DIS
466
Diversified Investment Strategies
Louisiana
$279K -$12.6K -540 -4%
OIA
467
Optimum Investment Advisors
Illinois
$279K +$46.8K +2,015 +20%
DAS
468
Dynamic Advisor Solutions
Arizona
$275K -$38.2K -1,642 -12%
MWC
469
MKD Wealth Coaches
Michigan
$273K +$7.67K +330 +3%
HW
470
HORAN Wealth
Ohio
$273K +$273K +11,755 New
CWM
471
Certus Wealth Management
California
$269K -$16.1K -693 -6%
AFS
472
Access Financial Services
Minnesota
$266K – – –
MMCM
473
Murphy & Mullick Capital Management
New York
$265K -$61.8K -2,674 -19%
PA
474
PSI Advisors
Florida
$258K +$42.8K +1,843 +20%
HSA
475
HBK Sorce Advisory
Pennsylvania
$258K -$166K -7,160 -39%
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