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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

627 hedge funds and large institutions have $3.71B invested in Schwab US Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 221 increasing their positions, 284 reducing their positions, and 43 closing their positions.

Holders
627
Holders Change
-6
Holders Change %
-0.95%
% of All Funds
8.42%
Holding in Top 10
49
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-18.33%
% of All Funds
0.66%
New
52
Increased
221
Reduced
284
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
WA
1
Waterford Advisors
New York
$8.17M
2
Jane Street
2
Jane Street
New York
$0
3
HCM
3
Hengehold Capital Management
Ohio
$7.29M
4
Morgan Stanley
4
Morgan Stanley
New York
$23.5M
5
FCA
5
FLC Capital Advisors
California
$494K
Name Market Value Shares Shares
Change 		Shares
Change %
Comerica Bank
551
Comerica Bank
Texas
$71.6K 3,079 -82 -3%
TAM
552
Townsend Asset Management
North Carolina
$65.8K 2,832 +194 +7%
National Bank of Canada
553
National Bank of Canada
Quebec, Canada
$61.6K 2,650 – –
SO
554
Sierra Ocean
California
$55.3K 2,378 – –
BA
555
Bristlecone Advisors
Washington
$54.7K 2,354 – –
S
556
SignatureFD
Georgia
$52.3K 2,250 – –
SIC
557
Salem Investment Counselors
North Carolina
$48.2K 2,076 +72 +4%
AF
558
Allworth Financial
California
$48.1K 2,071 -620 -23%
PS
559
Principal Securities
Iowa
$47.2K 2,032 -134 -6%
MSG
560
Main Street Group
Virginia
$43.7K 1,882 -604 -24%
William Blair & Company
561
William Blair & Company
Illinois
$39.8K 1,712 +328 +24%
FMP
562
Financial Management Professionals
Texas
$36.3K 1,564 – –
WCM
563
Winthrop Capital Management
Indiana
$36K 1,536 – –
DFA
564
DHJJ Financial Advisors
Illinois
$35.7K 1,535 +9 +0.6%
LB
565
Legacy Bridge
Iowa
$35.6K 1,530 – –
TIM
566
Thompson Investment Management
Wisconsin
$27.8K 1,198 – –
HC
567
Hurley Capital
New York
$23.2K 1,000 -556 -36%
SIS
568
Strategic Investment Solutions
Illinois
$22.6K 972 +8 +0.8%
MHR
569
Matthew Hamilton Rosenberg
$21.6K 930 -4 -0.4%
HWA
570
Heritage Wealth Advisors
Virginia
$16.7K 718 +1 +0.1%
CIAS
571
Capital Investment Advisory Services
North Carolina
$16.1K 694 -3,508 -83%
GWSG
572
GPS Wealth Strategies Group
Colorado
$15.7K 677 – –
PIP
573
Peachtree Investment Partners
Florida
$15.1K 650 – –
WIM
574
Westside Investment Management
California
$14.9K 641 – –
MA
575
Montag & Associates
Georgia
$14.3K 615 +51 +9%
21 22
23
24 25