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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 %
MHB
451
Midwest Heritage Bank
Iowa
$322K -$140K -6,066 -30%
DW30
452
Drucker Wealth 3.0
New Jersey
$320K +$110K +4,752 +52%
MOS
453
MGO One Seven
Ohio
$317K +$2.62K +113 +0.8%
OWM
454
Opes Wealth Management
California
$315K +$6.99K +302 +2%
DAS
455
Dynamic Advisor Solutions
Arizona
$312K +$312K +13,455 New
CW
456
Code Waechter
Florida
$311K +$24.2K +1,045 +8%
GI
457
GS Investments
Minnesota
$309K -$3.98K -172 -1%
AIA
458
Accelerate Investment Advisors
California
$309K +$309K +13,328 New
Royal Bank of Canada
459
Royal Bank of Canada
Ontario, Canada
$308K -$346K -14,950 -53%
FNC
460
First National Corp
Massachusetts
$306K +$306K +13,229 New
KWM
461
Keebeck Wealth Management
Illinois
$300K +$56.2K +2,426 +23%
MF
462
Manchester Financial
California
$298K -$618K -26,666 -67%
BH
463
Burk Holdings
Oklahoma
$298K +$208 +9 +0.1%
PIFP
464
Partners in Financial Planning
Virginia
$298K -$9.91K -428 -3%
NA
465
NewEdge Advisors
Louisiana
$295K -$1.78K -77 -0.6%
PSCM
466
Per Stirling Capital Management
Texas
$291K -$486 -21 -0.2%
DIS
467
Diversified Investment Strategies
Louisiana
$291K -$141K -6,070 -33%
RW
468
Regimen Wealth
Georgia
$290K +$2.04K +88 +0.7%
NG
469
Novem Group
New York
$284K -$4.54K -196 -2%
CPA
470
Cardiff Park Advisors
California
$282K +$1.99K +86 +0.7%
EK
471
Evensky & Katz
Florida
$280K +$1.14K +49 +0.4%
CWM
472
Certus Wealth Management
California
$280K – – –
KGP
473
Keystone Global Partners
Colorado
$276K +$276K +11,922 New
AFG
474
Atomi Financial Group
New York
$275K +$36.6K +1,580 +15%
LMKC
475
L.M. Kohn & Company
Ohio
$273K +$273K +11,766 New
17 18
19
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