SCHZ icon

Schwab US Aggregate Bond ETF

653 hedge funds and large institutions have $4.15B invested in Schwab US Aggregate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 285 increasing their positions, 210 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
653
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
57
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$90.1M
2 +$23.5M
3 +$13.3M
4
Goldman Sachs
Goldman Sachs
New York
+$12.3M
5
Creative Planning
Creative Planning
Kansas
+$12.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HSA
501
HBK Sorce Advisory
Pennsylvania
$268K
AFS
502
Access Financial Services
Minnesota
$267K
Wells Fargo
503
Wells Fargo
California
$262K
MWM
504
Meridian Wealth Management
Kentucky
$259K
ACA
505
Aptus Capital Advisors
Alabama
$258K
HW
506
HORAN Wealth
Ohio
$257K
PCS
507
Private Client Services
Kentucky
$256K
WS
508
Wedbush Securities
California
$256K
IFA
509
Index Fund Advisors
California
$256K
CTA
510
Chesley Taft & Associates
Illinois
$254K
Vanguard Group
511
Vanguard Group
Pennsylvania
$254K
OPWM
512
Oregon Pacific Wealth Management
Oregon
$252K
GG
513
Gleason Group
Kentucky
$251K
MFG
514
Magnus Financial Group
New York
$250K
OWM
515
Opes Wealth Management
California
$249K
GI
516
GS Investments
Minnesota
$248K
PI
517
PFG Investments
New York
$248K
AWA
518
Acorn Wealth Advisors
Michigan
$247K
SWP
519
Stratos Wealth Partners
Ohio
$247K
PA
520
Pinnacle Associates
New York
$245K
QCMNJ
521
Quantum Capital Management (New Jersey)
New Jersey
$244K
PWMG
522
Prestige Wealth Management Group
New Jersey
$240K
CFS
523
Cannon Financial Strategists
Georgia
$237K
MMCM
524
Murphy & Mullick Capital Management
New York
$236K
AI
525
Atria Investments
North Carolina
$236K