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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

631 hedge funds and large institutions have $3.75B invested in Schwab US Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 224 increasing their positions, 284 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
631
Holders Change
-2
Holders Change %
-0.32%
% of All Funds
8.46%
Holding in Top 10
50
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-16.67%
% of All Funds
0.67%
New
52
Increased
224
Reduced
284
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWP
Daymark Wealth Partners
Ohio
$27.3M
2
ACM
AlphaStar Capital Management
North Carolina
$14M
3
RIM
Rockbridge Investment Management
New York
$172M
4
HighTower Advisors
HighTower Advisors
Illinois
$84.9M
5
AC
AlphaCore Capital
California
$9.04M

Top Sellers

1
WA
Waterford Advisors
New York
$8.17M
2
Jane Street
Jane Street
New York
$0
3
HCM
Hengehold Capital Management
Ohio
$7.29M
4
Morgan Stanley
Morgan Stanley
New York
$23.5M
5
FCA
FLC Capital Advisors
California
$494K
Name Holding Trade Value Shares
Change 		Shares
Change %
IRC
526
Investors Research Corp
Georgia
$165K – – –
Fidelity Investments
527
Fidelity Investments
Massachusetts
$161K -$25.4K -1,094 -14%
VNA
528
Valley National Advisers
Pennsylvania
$160K – – –
AF
529
Advisornet Financial
Minnesota
$145K +$21.1K +909 +17%
TIM
530
Total Investment Management
Arizona
$142K +$142K +6,099 New
EK
531
Evensky & Katz
Florida
$131K -$150K -6,446 -53%
FRA
532
Front Row Advisors
California
$129K -$6.51K -280 -5%
SWM
533
Spire Wealth Management
Virginia
$128K -$25.9K -1,116 -17%
Wells Fargo
534
Wells Fargo
California
$126K +$116K +4,977 +1,166%
CTA
535
Colonial Trust Advisors
South Carolina
$122K +$46 +2 +0%
NMG
536
New Millennium Group
Utah
$116K – – –
CA
537
CoreCap Advisors
Michigan
$114K -$3.3K -142 -3%
SPIA
538
Steward Partners Investment Advisory
New York
$109K +$31.2K +1,343 +40%
AWM
539
Accredited Wealth Management
Kentucky
$99.7K +$46 +2 +0%
NRC
540
New Republic Capital
North Carolina
$94.2K -$10.6K -454 -10%
TFA
541
Toth Financial Advisory
Virginia
$94K -$45.8K -1,970 -33%
GIP
542
Granite Investment Partners
California
$87.8K – – –
RIL
543
Rothschild Investment LLC
Illinois
$86.4K – – –
AssetMark Inc
544
AssetMark Inc
California
$85.3K +$78.8K +3,390 +1,211%
WOSD
545
WFA of San Diego
California
$83.2K +$83.2K +3,578 New
BlackRock
546
BlackRock
New York
$79.5K -$22.9K -984 -22%
CA
547
Clearstead Advisors
Ohio
$77.8K +$9.09K +391 +13%
TCM
548
Traub Capital Management
Massachusetts
$76K +$76K +3,271 New
GWM
549
Geneos Wealth Management
Colorado
$74.3K -$864K -37,163 -92%
EWM
550
Evolution Wealth Management
Florida
$73.1K +$73.1K +3,145 New
20 21
22
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