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Schwab US Aggregate Bond ETF
SCHZ

641 hedge funds and large institutions have $3.79B invested in Schwab US Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 226 increasing their positions, 289 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 44

0% less funds holding

Funds holding: 642 → 641 (-1)

3% less capital invested

Capital invested by funds: $3.92B → $3.79B (-$129M)

1.6% less ownership

Funds ownership: 45.77% → 44.17% (-1.6%)

16% less funds holding in top 10

Funds holding in top 10: 61 → 51 (-10)

22% less repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 289

Holders
641
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
8.44%
Holding in Top 10
51
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-16.39%
% of All Funds
0.67%
New
54
Increased
226
Reduced
289
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DWP
Daymark Wealth Partners
Ohio
+$20.9M
2
CPCM
Cardinal Point Capital Management
Ontario, Canada
+$14.4M
3
ACM
AlphaStar Capital Management
North Carolina
+$13.8M
4
RIM
Rockbridge Investment Management
New York
+$11M
5
HighTower Advisors
HighTower Advisors
Illinois
+$10.7M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$52.7M
2
HCM
Hengehold Capital Management
Ohio
-$46.8M
3
Morgan Stanley
Morgan Stanley
New York
-$26.9M
4
FCA
FLC Capital Advisors
California
-$25.5M
5
IA
Integrity Alliance
Iowa
-$24.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
601
Sound Income Strategies
Florida
$7.11K -$22.4K -976 -76%
AG
602
AmeriFlex Group
Nevada
$7.1K – – –
OLVIG
603
Oliver Lagore Vanvalin Investment Group
Michigan
$6.72K +$6.65K +290 New
CVM
604
Cheviot Value Management
California
$6.61K +$92 +4 +1%
AIC
605
Archer Investment Corporation
Indiana
$6.28K -$19.2K -835 -76%
CW
606
Curio Wealth
Maryland
$6.19K +$6.13K +267 New
PCM
607
Palouse Capital Management
Washington
$6.13K – – –
BBHC
608
Brown Brothers Harriman & Co
New York
$5.09K +$5.03K +219 New
NEAM
609
New England Asset Management
Connecticut
$4.65K – – –
HR
610
Howe & Rusling
New York
$4.37K – – –
PWA
611
Physician Wealth Advisors
Utah
$4.18K – – –
DF
612
Dunhill Financial
United Kingdom
$4.06K -$23 -1 -0.6%
HCM
613
Horrell Capital Management
Arkansas
$4.04K – – –
KHC
614
Koesten Hirschmann & Crabtree
Kansas
$3.75K +$23 +1 +0.6%
CIBC Private Wealth Group
615
CIBC Private Wealth Group
Georgia
$3.72K – – –
TRCT
616
Tower Research Capital (TRC)
New York
$3.32K +$3.28K +143 New
BC
617
Barrett & Company
Rhode Island
$3.21K – – –
HCM
618
Hollencrest Capital Management
California
$3.02K – – –
B
619
Birchbrook
Maine
$2.98K +$2.94K +128 New
LFA
620
LGT Financial Advisors
Texas
$2.82K +$23 +1 +0.8%
BAM
621
Bellevue Asset Management
Washington
$2.46K – – –
AWM
622
AllSquare Wealth Management
New York
$2.37K +$2.34K +102 New
WCM
623
Weaver Capital Management
Georgia
$1.77K – – –
MEG
624
Millstone Evans Group
Colorado
$1.67K – – –
BFPW
625
BOK Financial Private Wealth
Colorado
$1.4K – – –
23 24
25
26 27

SCHZ Hedge Fund Activity: Q2 2025 in Review

641 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q2 2025, worth a combined $3.79B — down 3.3% from $3.92B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SCHZ positions and 44 closed out — a net gain of 10 holders — while 226 added to existing stakes and 289 trimmed.

The largest buyer was Daymark Wealth Partners, adding an estimated $20.9M. The largest seller was Jane Street, exiting entirely with an estimated $52.7M sold.

  • 641 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q2 2025, down from 642 in Q1 2025.
  • Funds reported $3.79B of Schwab US Aggregate Bond ETF stock for Q2 2025, down 3.3% quarter-over-quarter.
  • 54 funds opened new Schwab US Aggregate Bond ETF positions in Q2 2025 and 44 closed out, a net change of +10 holders.
  • The largest Schwab US Aggregate Bond ETF buyer in Q2 2025 was Daymark Wealth Partners, an estimated $20.9M added.
  • The largest Schwab US Aggregate Bond ETF seller in Q2 2025 was Jane Street, an estimated $52.7M sold.

Based on aggregated 13F filings for Q2 2025.