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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 %
MA
576
Montag & Associates
Georgia
$14.3K +$1.19K +51 +9%
WWM
577
Wagner Wealth Management
South Carolina
$13.4K -$109K -4,701 -89%
CAM
578
Costello Asset Management
Pennsylvania
$12.8K +$93 +4 +0.7%
Bank of Montreal
579
Bank of Montreal
Ontario, Canada
$12.4K – – –
RF
580
Rossby Financial
Florida
$11.3K – – –
ACM
581
Anfield Capital Management
California
$11.3K +$46 +2 +0.4%
OAJ
582
Ogorek Anthony Joseph
New York
$11K -$721 -32 -6%
HNB
583
Huntington National Bank
Ohio
$10.7K -$10.7K – –
CI
584
Cordant Inc
Oregon
$10.6K – – –
NP
585
NorthRock Partners
Minnesota
$10.4K +$349 +15 +3%
CPG
586
Cornerstone Planning Group
New Jersey
$9.17K +$46 +2 +0.5%
AA
587
Atmos Advisory
Pennsylvania
$9.04K – – –
FGC
588
Financial Gravity Companies
Texas
$8.74K +$8.74K +376 New
S
589
Sachetta
Massachusetts
$7.54K +$5.4K +232 +252%
SIS
590
Sound Income Strategies
Florida
$7.11K -$22.7K -976 -76%
AG
591
AmeriFlex Group
Nevada
$7.1K – – –
OLVIG
592
Oliver Lagore Vanvalin Investment Group
Michigan
$6.72K +$6.72K +290 New
CVM
593
Cheviot Value Management
California
$6.61K +$92 +4 +1%
AIC
594
Archer Investment Corporation
Indiana
$6.28K -$19.4K -835 -76%
CW
595
Curio Wealth
Maryland
$6.19K +$6.19K +267 New
PCM
596
Palouse Capital Management
Washington
$6.14K – – –
BBHC
597
Brown Brothers Harriman & Co
New York
$5.09K +$5.09K +219 New
NEAM
598
New England Asset Management
Connecticut
$4.65K – – –
HR
599
Howe & Rusling
New York
$4.37K – – –
PWA
600
Physician Wealth Advisors
Utah
$4.18K – – –
22 23
24
25 26