SCHZ icon

Schwab US Aggregate Bond ETF

634 hedge funds and large institutions have $3.89B invested in Schwab US Aggregate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 275 increasing their positions, 235 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
634
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
60
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$39K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
526
Fidelity Investments
Massachusetts
$186K
PWMG
527
Prestige Wealth Management Group
New Jersey
$178K
EA
528
Evolution Advisers
Virginia
$176K
IRC
529
Investors Research Corp
Georgia
$164K
VNA
530
Valley National Advisers
Pennsylvania
$159K
DCM
531
Davis Capital Management
Florida
$157K
SWM
532
Spire Wealth Management
Virginia
$154K
GJIA
533
Glass Jacobson Investment Advisors
Maryland
$148K
TFA
534
Toth Financial Advisory
Virginia
$139K
FRA
535
Front Row Advisors
California
$135K
AF
536
Advisornet Financial
Minnesota
$124K
QCG
537
Quadrant Capital Group
Ohio
$122K
WWM
538
Wagner Wealth Management
South Carolina
$122K
CTA
539
Colonial Trust Advisors
South Carolina
$121K
CA
540
CoreCap Advisors
Michigan
$117K
NMG
541
New Millennium Group
Utah
$116K
CCM
542
Coldstream Capital Management
Washington
$115K
NRC
543
New Republic Capital
North Carolina
$104K
BlackRock
544
BlackRock
New York
$102K
AWM
545
Accredited Wealth Management
Kentucky
$99.3K
CIAS
546
Capital Investment Advisory Services
North Carolina
$97.3K
GIP
547
Granite Investment Partners
California
$87.5K
RIL
548
Rothschild Investment LLC
Illinois
$86.1K
SPIA
549
Steward Partners Investment Advisory
New York
$77.9K
Comerica Bank
550
Comerica Bank
Texas
$73.2K