SCHZ icon

Schwab US Aggregate Bond ETF

617 hedge funds and large institutions have $3.88B invested in Schwab US Aggregate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 272 increasing their positions, 224 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
617
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
50
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
576
Capital Investment Advisory Services
North Carolina
$13.7K
MA
577
Montag & Associates
Georgia
$13.5K
ACA
578
American Capital Advisory
Idaho
$13K
Bank of Montreal
579
Bank of Montreal
Ontario, Canada
$12.5K
M
580
MOTCO
Texas
$12.1K
ACM
581
Anfield Capital Management
California
$12K
OAJ
582
Ogorek Anthony Joseph
New York
$11K
CI
583
Cordant Inc
Oregon
$10.7K
AA
584
Atmos Advisory
Pennsylvania
$9.13K
S
585
Sachetta
Massachusetts
$7.69K
AAS
586
Ameritas Advisory Services
Nebraska
$7.07K
CVM
587
Cheviot Value Management
California
$6.81K
AIC
588
Archer Investment Corporation
Indiana
$6.4K
SA
589
Strategic Advocates
Utah
$6.29K
CW
590
Curio Wealth
Maryland
$6.25K
PCM
591
Palouse Capital Management
Washington
$6.2K
GJIA
592
Glass Jacobson Investment Advisors
Maryland
$5.21K
BBHC
593
Brown Brothers Harriman & Co
New York
$5.14K
NEAM
594
New England Asset Management
Connecticut
$4.69K
HCM
595
Horrell Capital Management
Arkansas
$4.08K
KHC
596
Koesten Hirschmann & Crabtree
Kansas
$3.83K
CIBC Private Wealth Group
597
CIBC Private Wealth Group
Georgia
$3.75K
BC
598
Barrett & Company
Rhode Island
$3.24K
WWM
599
Wagner Wealth Management
South Carolina
$3.05K
B
600
Birchbrook
Maine
$3K