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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 %
HCM
601
Horrell Capital Management
Arkansas
$4.04K 174 – –
KHC
602
Koesten Hirschmann & Crabtree
Kansas
$3.75K 161 +1 +0.6%
CIBC Private Wealth Group
603
CIBC Private Wealth Group
Georgia
$3.72K 160 – –
TRCT
604
Tower Research Capital (TRC)
New York
$3.32K 143 +143 New
BC
605
Barrett & Company
Rhode Island
$3.21K 138 – –
HCM
606
Hollencrest Capital Management
California
$3.02K 130 – –
B
607
Birchbrook
Maine
$2.98K 128 +128 New
LFA
608
LGT Financial Advisors
Texas
$2.82K 121 +1 +0.8%
BAM
609
Bellevue Asset Management
Washington
$2.46K 106 – –
AWM
610
AllSquare Wealth Management
New York
$2.37K 102 +102 New
WCM
611
Weaver Capital Management
Georgia
$1.77K 76 – –
MEG
612
Millstone Evans Group
Colorado
$1.67K 72 – –
BFPW
613
BOK Financial Private Wealth
Colorado
$1.4K 60 – –
MWA
614
Moser Wealth Advisors
Washington
$1.21K 52 +52 New
AA
615
Addison Advisors
Vermont
$1.16K 50 – –
GM
616
GeoWealth Management
Illinois
$1.13K 49 +2 +4%
TF
617
Tompkins Financial
New York
$1.12K 48 – –
HFS
618
Hantz Financial Services
Michigan
$1K 48 -9 -16%
NC
619
North Capital
Utah
$997 43 +1 +2%
MFT
620
Moisand Fitzgerald Tamayo
Florida
$977 42 -266 -86%
SS
621
Sunbelt Securities
Texas
$726 32 +32 New
ICM
622
Islay Capital Management
Texas
$511 22 – –
IF
623
Integrity Financial
Wyoming
$465 20 – –
SRCM
624
Signature Resources Capital Management
California
$279 12 – –
NC
625
NewSquare Capital
Pennsylvania
$139 6 – –
23 24
25
26 27