Schwab US Aggregate Bond ETF
SCHZ
642 hedge funds and large institutions have $3.92B invested in Schwab US Aggregate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 280 increasing their positions, 236 reducing their positions, and 39 closing their positions.
44% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 39
19% more repeat investments, than reductions
Existing positions increased: 280 | Existing positions reduced: 236
7% more funds holding in top 10
Funds holding in top 10: 57 → 61 (+4)
1.7% more ownership
Funds ownership: 44.07% → 45.77% (+1.7%)
1% more funds holding
Funds holding: 634 → 642 (+8)
17% less capital invested
Capital invested by funds: $4.72B → $3.92B (-$801M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$48M |
| 2 |
Morgan Stanley
New York
|
+$22.3M |
| 3 |
AG
Ascent Group
Virginia Beach,
Virginia
|
+$21.4M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$20.1M |
| 5 |
VA
Vident Advisory
Alpharetta,
Georgia
|
+$15.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$29.3M |
| 2 |
Goldman Sachs
New York
|
-$18.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$17.5M |
| 4 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
-$16.7M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$11.6M |
SCHZ Hedge Fund Activity: Q1 2025 in Review
642 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q1 2025, worth a combined $3.92B — down 17% from $4.72B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new SCHZ positions and 39 closed out — a net gain of 17 holders — while 280 added to existing stakes and 236 trimmed.
The largest buyer was Jane Street, adding an estimated $48M. The largest seller was Ameriprise, cutting an estimated $29.3M.
- 642 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q1 2025, up from 634 in Q4 2024.
- Funds reported $3.92B of Schwab US Aggregate Bond ETF stock for Q1 2025, down 17% quarter-over-quarter.
- 56 funds opened new Schwab US Aggregate Bond ETF positions in Q1 2025 and 39 closed out, a net change of +17 holders.
- The largest Schwab US Aggregate Bond ETF buyer in Q1 2025 was Jane Street, an estimated $48M added.
- The largest Schwab US Aggregate Bond ETF seller in Q1 2025 was Ameriprise, an estimated $29.3M sold.
Based on aggregated 13F filings for Q1 2025.