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

Top Sellers

1
WA
Waterford Advisors
New York
$8.17M
2
Jane Street
Jane Street
New York
$0
3
HCM
Hengehold Capital Management
Ohio
$7.29M
4
Morgan Stanley
Morgan Stanley
New York
$23.5M
5
FCA
FLC Capital Advisors
California
$494K
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
476
Western Wealth Management
Colorado
$256K -$121K -5,218 -32%
FCIM
477
Fairview Capital Investment Management
California
$256K – – –
WS
478
Wedbush Securities
California
$255K – – –
SFA
479
Souders Financial Advisors
Ohio
$252K -$2.28K -98 -0.9%
PI
480
PFG Investments
New York
$250K +$250K +10,763 New
SCM
481
Steele Capital Management
Iowa
$250K – – –
GI
482
GS Investments
Minnesota
$249K -$61.4K -2,640 -20%
LKIM
483
Lawson Kroeker Investment Management
Nebraska
$247K +$247K +10,623 New
CFG
484
Chapman Financial Group
Hawaii
$246K +$246K +10,580 New
VCP
485
Vista Capital Partners
Oregon
$243K +$243K +10,440 New
MF
486
Manchester Financial
California
$242K -$57K -2,452 -19%
VDI
487
Vaughan David Investments
Illinois
$242K +$4.18K +180 +2%
QCMNJ
488
Quantum Capital Management (New Jersey)
New Jersey
$241K +$9.23K +397 +4%
OWM
489
Opes Wealth Management
California
$241K -$75.3K -3,240 -24%
ACA
490
Aptus Capital Advisors
Alabama
$237K -$162K -6,990 -41%
TWA
491
Talisman Wealth Advisors
New Jersey
$236K +$1.02K +44 +0.4%
CFS
492
Cannon Financial Strategists
Georgia
$236K – – –
KFS
493
Kaizen Financial Strategies
California
$234K +$27.9K +1,200 +14%
RA
494
RFG Advisory
Alabama
$233K +$233K +10,012 New
PWM
495
Parkshore Wealth Management
California
$233K -$35.8K -1,542 -13%
ECM
496
Elgethun Capital Management
South Dakota
$232K – – –
MCM
497
MidAtlantic Capital Management
Virginia
$231K – – –
WC
498
Waterloo Capital
Texas
$230K -$36.5K -1,571 -14%
TPW
499
Tiller Private Wealth
Pennsylvania
$227K +$227K +9,744 New
CCA
500
Cobblestone Capital Advisors
New York
$226K +$4.83K +208 +2%
18 19
20
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