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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

630 hedge funds and large institutions have $3.72B invested in Schwab US Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 223 increasing their positions, 284 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
630
Holders Change
-3
Holders Change %
-0.47%
% of All Funds
8.45%
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
223
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 Holding Trade Value Shares
Change 		Shares
Change %
AWA
501
Acorn Wealth Advisors
Michigan
$224K -$36.5K -1,572 -14%
1WM
502
1900 Wealth Management
Texas
$223K -$10.1K -433 -4%
NDSI
503
Newman Dignan & Sheerar Inc
Rhode Island
$223K -$152K -6,536 -41%
CWMK
504
Caliber Wealth Management (Kansas)
Kansas
$220K -$12.5K -536 -5%
Citigroup
505
Citigroup
New York
$216K +$148K +6,374 +218%
OP
506
ORG Partners
Indiana
$216K +$16.6K +719 +8%
TYCC
507
Texas Yale Capital Corp
Florida
$215K -$34.9K -1,500 -14%
WF
508
Whelan Financial
California
$215K -$22.3K -960 -9%
BMCM
509
Burns Matteson Capital Management
New York
$214K +$628 +27 +0.3%
SA
510
SRH Advisors
Kansas
$212K – – –
SCM
511
SCS Capital Management
Massachusetts
$210K +$2.14K +92 +1%
PFS
512
Prospera Financial Services
Texas
$210K +$4.19K +180 +2%
MCM
513
Maple Capital Management
Vermont
$207K -$14.6K -630 -7%
KFG
514
Kelly Financial Group
Connecticut
$207K +$207K +8,893 New
IFA
515
Index Fund Advisors
California
$205K +$2.07K +89 +1%
KGP
516
Keystone Global Partners
Colorado
$205K -$72.4K -3,116 -26%
PFBT
517
Parkside Financial Bank & Trust
Missouri
$204K +$2.07K +89 +1%
AAS
518
Ameritas Advisory Services
Nebraska
$204K +$204K +8,787 New
BDF
519
Black Diamond Financial
Maryland
$204K +$204K +8,762 New
Fisher Asset Management
520
Fisher Asset Management
Washington
$203K +$203K +8,722 New
TPWA
521
Twin Peaks Wealth Advisors
California
$188K -$30.8K -1,328 -14%
GWANC
522
Guardian Wealth Advisors (North Carolina)
North Carolina
$186K -$20.1K -864 -10%
EA
523
Evolution Advisers
Virginia
$177K – – –
PWMG
524
Prestige Wealth Management Group
New Jersey
$175K -$3.9K -168 -2%
AAP
525
Arax Advisory Partners
Colorado
$171K +$161K +6,930 +1,694%
19 20
21
22 23