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Schwab US Aggregate Bond ETF
SCHZ
SCHZ
660 hedge funds and large institutions have $4.24B invested in Schwab US Aggregate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 329 increasing their positions, 203 reducing their positions, and 40 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
less funds holding
Funds holding: →
1.1% less ownership
Funds ownership: 43.55% → 42.45% (-1.1%)
12% less funds holding in top 10
Funds holding in top 10: 60 → 53 (-7)
Holders
660
Holding in Top 10
53
Calls
–
Puts
–
Top Buyers
| 1 | +$72M | |
| 2 | +$30M | |
| 3 | +$27.4M | |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$22.7M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$18M |
Top Sellers
| 1 | -$50.9M | |
| 2 | -$41.2M | |
| 3 | -$35.5M | |
| 4 |
Goldman Sachs
New York
|
-$14.5M |
| 5 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
-$9.13M |
