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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
Daymark Wealth Partners
Ohio
+$21.2M
2
ACM
AlphaStar Capital Management
North Carolina
+$14M
3
RIM
Rockbridge Investment Management
New York
+$11.1M
4
HighTower Advisors
HighTower Advisors
Illinois
+$10.8M
5
AC
AlphaCore Capital
California
+$6.96M

Top Sellers

1
WA
Waterford Advisors
New York
-$203M
2
Jane Street
Jane Street
New York
-$52.7M
3
HCM
Hengehold Capital Management
Ohio
-$47.4M
4
Morgan Stanley
Morgan Stanley
New York
-$27.2M
5
FCA
FLC Capital Advisors
California
-$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
KL
26
KilterHowling LLC
Colorado
$27.7M +$587K +25,269 +2%
DWP
27
Daymark Wealth Partners
Ohio
$27.3M +$21.2M +910,577 +343%
TCM
28
TruNorth Capital Management
Michigan
$27.2M +$33.2K +1,427 +0.1%
TF
29
Theory Financial
Colorado
$26.6M -$341K -14,762 -1%
Bank of America
30
Bank of America
North Carolina
$26.6M -$33.6K -1,446 -0.1%
MAG
31
Mokosak Advisory Group
Iowa
$25.2M +$299K +12,874 +1%
AWMG
32
Alliance Wealth Management Group
New Jersey
$23.9M -$1.43M -61,513 -6%
TCM
33
Towercrest Capital Management
Pennsylvania
$23.9M -$1.43M -61,513 -6%
Morgan Stanley
34
Morgan Stanley
New York
$23.5M -$27.2M -1,170,465 -54%
Jones Financial Companies
35
Jones Financial Companies
Missouri
$23.5M +$2.21M +95,538 +10%
CCWA
36
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$23M -$663K -28,529 -3%
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$22.9M -$533K -22,953 -2%
TWM
38
TSA Wealth Management
Texas
$22.7M -$2.99M -128,741 -12%
AAS
39
Avantax Advisory Services
Texas
$21.7M +$3.31M +142,367 +18%
PSA
40
Plum Street Advisors
Louisiana
$21.6M -$469K -20,186 -2%
TC
41
Tenret Company
Florida
$20.3M +$978K +42,069 +5%
Raymond James Financial
42
Raymond James Financial
Florida
$20.1M +$5.31M +228,444 +36%
PAYA
43
Phil A. Younker & Associates
Alaska
$19.8M -$2.52M -108,306 -11%
AAS
44
Asset Allocation Strategies
Michigan
$17.7M +$1.91M +82,181 +12%
OWA
45
One Wealth Advisors
California
$17.3M -$1.93M -83,085 -10%
RWP
46
Revolve Wealth Partners
New Jersey
$16.8M -$421K -18,135 -2%
AG
47
Ascent Group
Virginia
$16.5M -$13.5M -582,937 -45%
LPL Financial
48
LPL Financial
California
$15.9M +$3.51M +151,103 +28%
CIAS
49
CFS Investment Advisory Services
New Jersey
$15.8M -$629K -27,078 -4%
BDFN
50
Bond & Devick Financial Network
Minnesota
$15.5M +$607K +26,124 +4%
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