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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 %
CL
476
Choreo LLC
Illinois
$272K -$58.5K -2,527 -18%
PWM
477
Parkshore Wealth Management
California
$267K -$23 -1 -0%
WC
478
Waterloo Capital
Texas
$266K +$6.55K +283 +3%
MWC
479
MKD Wealth Coaches
Michigan
$265K +$42.8K +1,847 +19%
AFS
480
Access Financial Services
Minnesota
$265K – – –
PA
481
PFG Advisors
Arizona
$264K -$28K -1,211 -10%
CA
482
Claro Advisors
Massachusetts
$264K +$264K +11,404 New
KFGG
483
Keystone Financial Group (Georgia)
Georgia
$262K -$56.2K -2,447 -18%
SWG
484
Summit Wealth Group
Vermont
$260K -$4.27K -184 -2%
AWA
485
Acorn Wealth Advisors
Michigan
$260K -$5.28K -228 -2%
FCIM
486
Fairview Capital Investment Management
California
$255K – – –
WS
487
Wedbush Securities
California
$254K – – –
SFA
488
Souders Financial Advisors
Ohio
$253K -$6.32K -273 -2%
TYCC
489
Texas Yale Capital Corp
Florida
$249K – – –
SCM
490
Steele Capital Management
Iowa
$249K +$249K +10,757 New
HCA
491
Horan Capital Advisors
Ohio
$247K – – –
VDI
492
Vaughan David Investments
Illinois
$237K -$23K -995 -9%
WF
493
Whelan Financial
California
$236K -$6.05K -261 -2%
GVAG
494
Great Valley Advisor Group
Delaware
$235K -$31.5K -1,359 -12%
SAM
495
Smartleaf Asset Management
Massachusetts
$235K +$235K +10,178 New
CFS
496
Cannon Financial Strategists
Georgia
$235K – – –
TWA
497
Talisman Wealth Advisors
New Jersey
$234K +$234K +10,103 New
1WM
498
1900 Wealth Management
Texas
$232K -$33.3K -1,438 -13%
OIA
499
Optimum Investment Advisors
Illinois
$232K +$4.59K +198 +2%
ECM
500
Elgethun Capital Management
South Dakota
$232K +$232K +10,000 New
18 19
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