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Schwab US Aggregate Bond ETF

641 hedge funds and large institutions have $3.79B invested in Schwab US Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 226 increasing their positions, 289 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 44

0% less funds holding

Funds holding: 642641 (-1)

3% less capital invested

Capital invested by funds: $3.92B → $3.79B (-$129M)

1.6% less ownership

Funds ownership: 45.77%44.17% (-1.6%)

16% less funds holding in top 10

Funds holding in top 10: 6151 (-10)

22% less repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 289

Holders
641
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
8.44%
Holding in Top 10
51
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-16.39%
% of All Funds
0.67%
New
54
Increased
226
Reduced
289
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFS
501
Kaizen Financial Strategies
California
$234K +$27.5K +1,200 +14%
Corient Private Wealth
502
Corient Private Wealth
Florida
$233K +$230K +10,036 New
RA
503
RFG Advisory
Alabama
$233K +$230K +10,012 New
PWM
504
Parkshore Wealth Management
California
$233K -$35.4K -1,542 -13%
ECM
505
Elgethun Capital Management
South Dakota
$232K
MCM
506
MidAtlantic Capital Management
Virginia
$231K
WC
507
Waterloo Capital
Texas
$230K -$36K -1,571 -14%
TPW
508
Tiller Private Wealth
Pennsylvania
$227K +$224K +9,744 New
CCA
509
Cobblestone Capital Advisors
New York
$226K +$4.77K +208 +2%
AWA
510
Acorn Wealth Advisors
Michigan
$224K -$36.1K -1,572 -14%
1WM
511
1900 Wealth Management
Texas
$223K -$9.94K -433 -4%
NDSI
512
Newman Dignan & Sheerar Inc
Rhode Island
$223K -$150K -6,536 -41%
CWMK
513
Caliber Wealth Management (Kansas)
Kansas
$220K -$12.3K -536 -5%
Citigroup
514
Citigroup
New York
$216K +$146K +6,374 +218%
OP
515
ORG Partners
Indiana
$216K +$16.5K +719 +8%
TYCC
516
Texas Yale Capital Corp
Florida
$215K -$34.4K -1,500 -14%
WF
517
Whelan Financial
California
$215K -$22K -960 -9%
BMCM
518
Burns Matteson Capital Management
New York
$214K +$620 +27 +0.3%
SA
519
SRH Advisors
Kansas
$212K
SCM
520
SCS Capital Management
Massachusetts
$210K +$2.11K +92 +1%
PFS
521
Prospera Financial Services
Texas
$210K +$4.13K +180 +2%
MCM
522
Maple Capital Management
Vermont
$207K -$14.5K -630 -7%
KFG
523
Kelly Financial Group
Connecticut
$207K +$204K +8,893 New
IFA
524
Index Fund Advisors
California
$205K +$2.04K +89 +1%
KGP
525
Keystone Global Partners
Colorado
$205K -$71.5K -3,116 -26%

SCHZ Hedge Fund Activity: Q2 2025 in Review

641 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q2 2025, worth a combined $3.79B — down 3.3% from $3.92B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SCHZ positions and 44 closed out — a net gain of 10 holders — while 226 added to existing stakes and 289 trimmed.

The largest buyer was Daymark Wealth Partners, adding an estimated $20.9M. The largest seller was Jane Street, exiting entirely with an estimated $52.7M sold.

  • 641 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q2 2025, down from 642 in Q1 2025.
  • Funds reported $3.79B of Schwab US Aggregate Bond ETF stock for Q2 2025, down 3.3% quarter-over-quarter.
  • 54 funds opened new Schwab US Aggregate Bond ETF positions in Q2 2025 and 44 closed out, a net change of +10 holders.
  • The largest Schwab US Aggregate Bond ETF buyer in Q2 2025 was Daymark Wealth Partners, an estimated $20.9M added.
  • The largest Schwab US Aggregate Bond ETF seller in Q2 2025 was Jane Street, an estimated $52.7M sold.

Based on aggregated 13F filings for Q2 2025.