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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

633 hedge funds and large institutions have $3.88B invested in Schwab US Aggregate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 274 increasing their positions, 235 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
+5
Holders Change %
+0.8%
% of All Funds
8.6%
Holding in Top 10
60
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.26%
% of All Funds
0.81%
New
55
Increased
274
Reduced
235
Closed
39
Calls
$39K
Puts
–
Net Calls
+$39K
Net Calls Change
+$68K

Top Buyers

1
Jane Street
Jane Street
New York
+$48.5M
2
Morgan Stanley
Morgan Stanley
New York
+$22.5M
3
AG
Ascent Group
Virginia
+$21.6M
4
UBS Group
UBS Group
Switzerland
+$20.4M
5
VA
Vident Advisory
Georgia
+$15.2M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$29.7M
2
Goldman Sachs
Goldman Sachs
New York
-$19.1M
3
Bank of America
Bank of America
North Carolina
-$17.7M
4
DWM
Destination Wealth Management
California
-$16.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCP
601
Hexagon Capital Partners
Arkansas
$6.07K – – –
NEAM
602
New England Asset Management
Connecticut
$4.63K – – –
HR
603
Howe & Rusling
New York
$4.36K +$4.36K +188 New
PWA
604
Physician Wealth Advisors
Utah
$4.17K – – –
DF
605
Dunhill Financial
United Kingdom
$4.04K +$23 +1 +0.6%
HCM
606
Horrell Capital Management
Arkansas
$4.03K – – –
KHC
607
Koesten Hirschmann & Crabtree
Kansas
$3.7K +$23 +1 +0.6%
CIBC Private Wealth Group
608
CIBC Private Wealth Group
Georgia
$3.67K – – –
BC
609
Barrett & Company
Rhode Island
$3.2K – – –
GWM
610
Guardian Wealth Management
Illinois
$3.15K +$185 +8 +6%
HCM
611
Hollencrest Capital Management
California
$3.01K – – –
KPP
612
Kings Path Partners
Texas
$2.9K +$23 +1 +0.8%
LFA
613
LGT Financial Advisors
Texas
$2.78K +$23 +1 +0.8%
BAM
614
Bellevue Asset Management
Washington
$2.45K – – –
S
615
Sachetta
Massachusetts
$2.13K +$23 +1 +1%
WCM
616
Weaver Capital Management
Georgia
$1.76K – – –
MEG
617
Millstone Evans Group
Colorado
$1.67K – – –
PNC Financial Services Group
618
PNC Financial Services Group
Pennsylvania
$1.44K – – –
BFPW
619
BOK Financial Private Wealth
Colorado
$1.39K – – –
VWA
620
Valued Wealth Advisors
Utah
$1.21K +$1.21K +52 New
AA
621
Addison Advisors
Vermont
$1.16K – – –
TF
622
Tompkins Financial
New York
$1.11K – – –
GM
623
GeoWealth Management
Illinois
$1.08K +$438 +19 +68%
HFS
624
Hantz Financial Services
Michigan
$1K +$88 +5 +10%
NC
625
North Capital
Utah
$984 +$984 +42 New
23 24
25
26 27