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Schwab US Aggregate Bond ETF

642 hedge funds and large institutions have $3.92B invested in Schwab US Aggregate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 280 increasing their positions, 236 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 39

19% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 236

7% more funds holding in top 10

Funds holding in top 10: 5761 (+4)

1.7% more ownership

Funds ownership: 44.07%45.77% (+1.7%)

1% more funds holding

Funds holding: 634642 (+8)

17% less capital invested

Capital invested by funds: $4.72B → $3.92B (-$801M)

Holders
642
Holders Change
+8
Holders Change %
+1.26%
% of All Funds
8.61%
Holding in Top 10
61
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.02%
% of All Funds
0.82%
New
56
Increased
280
Reduced
236
Closed
39
Calls
$39K
Puts
Net Calls
+$39K
Net Calls Change
+$68K
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
501
Great Valley Advisor Group
Delaware
$235K -$31.1K -1,359 -12%
SAM
502
Smartleaf Asset Management
Massachusetts
$235K +$233K +10,178 New
CFS
503
Cannon Financial Strategists
Georgia
$235K
TWA
504
Talisman Wealth Advisors
New Jersey
$234K +$231K +10,103 New
1WM
505
1900 Wealth Management
Texas
$232K -$32.9K -1,438 -13%
OIA
506
Optimum Investment Advisors
Illinois
$232K +$4.54K +198 +2%
ECM
507
Elgethun Capital Management
South Dakota
$232K +$229K +10,000 New
CWMK
508
Caliber Wealth Management (Kansas)
Kansas
$231K +$229K +9,987 New
QCMNJ
509
Quantum Capital Management (New Jersey)
New Jersey
$231K +$5.91K +258 +3%
MCM
510
MidAtlantic Capital Management
Virginia
$230K -$412 -18 -0.2%
PFA
511
Professional Financial Advisors
Nebraska
$228K +$226K +9,865 New
SFG
512
Sage Financial Group
Pennsylvania
$224K +$221K +9,652 New
CPCM
513
Cardinal Point Capital Management
Ontario, Canada
$222K +$220K +9,606 New
MCM
514
Maple Capital Management
Vermont
$221K -$14.8K -645 -6%
CCA
515
Cobblestone Capital Advisors
New York
$220K -$14K -612 -6%
TPWA
516
Twin Peaks Wealth Advisors
California
$217K +$217K +9,456 New
PA
517
PSI Advisors
Florida
$215K +$23.7K +1,034 +13%
MFG
518
Magnus Financial Group
New York
$214K +$212K +9,241 New
HFA
519
High Falls Advisors
New York
$213K +$211K +9,210 New
BMCM
520
Burns Matteson Capital Management
New York
$212K +$160 +7 +0.1%
SW
521
Simplicity Wealth
New Jersey
$212K +$209K +9,141 New
SA
522
SRH Advisors
Kansas
$211K
ECM
523
Exchange Capital Management
Michigan
$210K -$249K -10,874 -55%
SCM
524
SCS Capital Management
Massachusetts
$207K +$205K +8,954 New
KFS
525
Kaizen Financial Strategies
California
$205K -$1.13M -49,434 -85%

SCHZ Hedge Fund Activity: Q1 2025 in Review

642 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q1 2025, worth a combined $3.92B — down 17% from $4.72B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new SCHZ positions and 39 closed out — a net gain of 17 holders — while 280 added to existing stakes and 236 trimmed.

The largest buyer was Jane Street, adding an estimated $48M. The largest seller was Ameriprise, cutting an estimated $29.3M.

  • 642 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q1 2025, up from 634 in Q4 2024.
  • Funds reported $3.92B of Schwab US Aggregate Bond ETF stock for Q1 2025, down 17% quarter-over-quarter.
  • 56 funds opened new Schwab US Aggregate Bond ETF positions in Q1 2025 and 39 closed out, a net change of +17 holders.
  • The largest Schwab US Aggregate Bond ETF buyer in Q1 2025 was Jane Street, an estimated $48M added.
  • The largest Schwab US Aggregate Bond ETF seller in Q1 2025 was Ameriprise, an estimated $29.3M sold.

Based on aggregated 13F filings for Q1 2025.