SCHZ icon

Schwab US Aggregate Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
FLA
26
Financial Life Advisors
Texas
$29M +$637K +27,505 +2%
UBS Group
27
UBS Group
Switzerland
$28.3M +$20.4M +878,813 +256%
TCM
28
TruNorth Capital Management
Michigan
$27.1M +$660K +28,486 +2%
TF
29
Theory Financial
Colorado
$27.1M -$3.68M -158,757 -12%
KL
30
KilterHowling LLC
Colorado
$26.7M +$590K +25,761 +2%
Bank of America
31
Bank of America
North Carolina
$26.5M -$17.7M -762,821 -40%
ZRP
32
Zynergy Retirement Planning
New Jersey
$26.4M +$13.7M +602,579 +107%
IA
33
Integrity Alliance
Iowa
$26.3M +$4.09M +176,475 +18%
FCA
34
FLC Capital Advisors
California
$26.3M +$1.3M +56,088 +5%
VA
35
Vident Advisory
Georgia
$25.7M +$15.2M +657,360 +145%
TWM
36
TSA Wealth Management
Texas
$25.6M -$1.26M -54,343 -5%
TCM
37
Towercrest Capital Management
Pennsylvania
$25.2M +$441K +19,035 +2%
AWMG
38
Alliance Wealth Management Group
New Jersey
$25.2M +$499K +21,541 +2%
MAG
39
Mokosak Advisory Group
Iowa
$24.8M +$1.59M +68,507 +7%
CCWA
40
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$23.6M -$657K -28,374 -3%
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$23.4M -$1.82M -78,699 -7%
PAYA
42
Phil A. Younker & Associates
Alaska
$22.2M -$567K -24,477 -2%
PSA
43
Plum Street Advisors
Louisiana
$22M +$69.6K +3,006 +0.3%
Jones Financial Companies
44
Jones Financial Companies
Missouri
$21.2M +$3.08M +133,365 +17%
TC
45
Tenret Company
Florida
$19.3M +$964K +41,636 +5%
OWA
46
One Wealth Advisors
California
$19.2M +$612K +26,437 +3%
AAS
47
Avantax Advisory Services
Texas
$18.3M -$2.66M -114,812 -13%
RWP
48
Revolve Wealth Partners
New Jersey
$17.2M +$178K +7,669 +1%
UCFA
49
United Capital Financial Advisors
Texas
$16.8M -$1.46M -63,225 -8%
CIAS
50
CFS Investment Advisory Services
New Jersey
$16.4M +$174K +7,532 +1%