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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
+$21.2M
2
ACM
AlphaStar Capital Management
North Carolina
+$14M
3
RIM
Rockbridge Investment Management
New York
+$11.1M
4
HighTower Advisors
HighTower Advisors
Illinois
+$10.8M
5
AC
AlphaCore Capital
California
+$6.96M

Top Sellers

1
WA
Waterford Advisors
New York
-$203M
2
Jane Street
Jane Street
New York
-$52.7M
3
HCM
Hengehold Capital Management
Ohio
-$47.4M
4
Morgan Stanley
Morgan Stanley
New York
-$27.2M
5
FCA
FLC Capital Advisors
California
-$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
551
Stephens Consulting
Michigan
$72.2K +$813 +35 +1%
Comerica Bank
552
Comerica Bank
Texas
$71.6K -$1.91K -82 -3%
TAM
553
Townsend Asset Management
North Carolina
$65.8K +$4.51K +194 +7%
National Bank of Canada
554
National Bank of Canada
Quebec, Canada
$61.6K – – –
SO
555
Sierra Ocean
California
$55.3K – – –
BA
556
Bristlecone Advisors
Washington
$54.7K – – –
S
557
SignatureFD
Georgia
$52.3K – – –
SIC
558
Salem Investment Counselors
North Carolina
$48.2K +$1.67K +72 +4%
AF
559
Allworth Financial
California
$48.1K -$14.4K -620 -23%
PS
560
Principal Securities
Iowa
$47.2K -$3.11K -134 -6%
MSG
561
Main Street Group
Virginia
$43.7K -$14K -604 -24%
William Blair & Company
562
William Blair & Company
Illinois
$39.8K +$7.62K +328 +24%
FMP
563
Financial Management Professionals
Texas
$36.3K – – –
WCM
564
Winthrop Capital Management
Indiana
$36K – – –
DFA
565
DHJJ Financial Advisors
Illinois
$35.7K +$209 +9 +0.6%
LB
566
Legacy Bridge
Iowa
$35.6K – – –
TIM
567
Thompson Investment Management
Wisconsin
$27.8K – – –
HC
568
Hurley Capital
New York
$23.2K -$12.9K -556 -36%
SIS
569
Strategic Investment Solutions
Illinois
$22.6K +$186 +8 +0.8%
MHR
570
Matthew Hamilton Rosenberg
$21.6K -$93 -4 -0.4%
HWA
571
Heritage Wealth Advisors
Virginia
$16.7K +$23 +1 +0.1%
CIAS
572
Capital Investment Advisory Services
North Carolina
$16.1K -$81.5K -3,508 -83%
GWSG
573
GPS Wealth Strategies Group
Colorado
$15.7K – – –
PIP
574
Peachtree Investment Partners
Florida
$15.1K – – –
WIM
575
Westside Investment Management
California
$14.9K – – –
21 22
23
24 25