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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

627 hedge funds and large institutions have $3.71B invested in Schwab US Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 221 increasing their positions, 284 reducing their positions, and 43 closing their positions.

Holders
627
Holders Change
-6
Holders Change %
-0.95%
% of All Funds
8.42%
Holding in Top 10
49
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-18.33%
% of All Funds
0.66%
New
52
Increased
221
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 Market Value Shares Shares
Change 		Shares
Change %
DWP
26
Daymark Wealth Partners
Ohio
$27.3M 1,175,683 +910,577 +343%
TCM
27
TruNorth Capital Management
Michigan
$27.2M 1,170,551 +1,427 +0.1%
TF
28
Theory Financial
Colorado
$26.6M 1,153,479 -14,762 -1%
Bank of America
29
Bank of America
North Carolina
$26.6M 1,144,096 -1,446 -0.1%
MAG
30
Mokosak Advisory Group
Iowa
$25.2M 1,082,876 +12,874 +1%
AWMG
31
Alliance Wealth Management Group
New Jersey
$23.9M 1,027,933 -61,513 -6%
TCM
32
Towercrest Capital Management
Pennsylvania
$23.9M 1,027,933 -61,513 -6%
Morgan Stanley
33
Morgan Stanley
New York
$23.5M 1,013,258 -1,170,465 -54%
Jones Financial Companies
34
Jones Financial Companies
Missouri
$23.5M 1,013,857 +95,538 +10%
CCWA
35
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$23M 990,638 -28,529 -3%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$22.9M 985,860 -22,953 -2%
TWM
37
TSA Wealth Management
Texas
$22.7M 976,395 -128,741 -12%
AAS
38
Avantax Advisory Services
Texas
$21.7M 932,303 +142,367 +18%
PSA
39
Plum Street Advisors
Louisiana
$21.6M 928,881 -20,186 -2%
TC
40
Tenret Company
Florida
$20.3M 873,474 +42,069 +5%
Raymond James Financial
41
Raymond James Financial
Florida
$20.1M 865,452 +228,444 +36%
PAYA
42
Phil A. Younker & Associates
Alaska
$19.8M 850,254 -108,306 -11%
AAS
43
Asset Allocation Strategies
Michigan
$17.7M 759,597 +82,181 +12%
OWA
44
One Wealth Advisors
California
$17.3M 743,795 -83,085 -10%
RWP
45
Revolve Wealth Partners
New Jersey
$16.8M 724,791 -18,135 -2%
AG
46
Ascent Group
Virginia
$16.5M 708,480 -582,937 -45%
LPL Financial
47
LPL Financial
California
$15.9M 682,961 +151,103 +28%
CIAS
48
CFS Investment Advisory Services
New Jersey
$15.8M 681,165 -27,078 -4%
BDFN
49
Bond & Devick Financial Network
Minnesota
$15.5M 666,535 +26,124 +4%
RWM
50
Revisor Wealth Management
Ohio
$15.4M 668,043 +124,001 +23%
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