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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

631 hedge funds and large institutions have $3.75B invested in Schwab US Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 224 increasing their positions, 284 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
631
Holders Change
-2
Holders Change %
-0.32%
% of All Funds
8.46%
Holding in Top 10
50
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-16.67%
% of All Funds
0.67%
New
52
Increased
224
Reduced
284
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWP
Daymark Wealth Partners
Ohio
+$21.2M
2
ACM
AlphaStar Capital Management
North Carolina
+$14M
3
RIM
Rockbridge Investment Management
New York
+$11.1M
4
HighTower Advisors
HighTower Advisors
Illinois
+$10.8M
5
AC
AlphaCore Capital
California
+$6.96M

Top Sellers

1
WA
Waterford Advisors
New York
-$203M
2
Jane Street
Jane Street
New York
-$52.7M
3
HCM
Hengehold Capital Management
Ohio
-$47.4M
4
Morgan Stanley
Morgan Stanley
New York
-$27.2M
5
FCA
FLC Capital Advisors
California
-$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
DF
601
Dunhill Financial
United Kingdom
$4.06K -$23 -1 -0.6%
HCM
602
Horrell Capital Management
Arkansas
$4.04K – – –
KHC
603
Koesten Hirschmann & Crabtree
Kansas
$3.75K +$23 +1 +0.6%
CIBC Private Wealth Group
604
CIBC Private Wealth Group
Georgia
$3.72K – – –
TRCT
605
Tower Research Capital (TRC)
New York
$3.32K +$3.32K +143 New
BC
606
Barrett & Company
Rhode Island
$3.21K – – –
HCM
607
Hollencrest Capital Management
California
$3.02K – – –
B
608
Birchbrook
Maine
$2.98K +$2.98K +128 New
LFA
609
LGT Financial Advisors
Texas
$2.82K +$23 +1 +0.8%
BAM
610
Bellevue Asset Management
Washington
$2.46K – – –
AWM
611
AllSquare Wealth Management
New York
$2.37K +$2.37K +102 New
WCM
612
Weaver Capital Management
Georgia
$1.77K – – –
MEG
613
Millstone Evans Group
Colorado
$1.67K – – –
BFPW
614
BOK Financial Private Wealth
Colorado
$1.4K – – –
MWA
615
Moser Wealth Advisors
Washington
$1.21K +$1.21K +52 New
AA
616
Addison Advisors
Vermont
$1.16K – – –
GM
617
GeoWealth Management
Illinois
$1.13K +$46 +2 +4%
TF
618
Tompkins Financial
New York
$1.12K – – –
HFS
619
Hantz Financial Services
Michigan
$1K -$187 -9 -16%
NC
620
North Capital
Utah
$997 +$23 +1 +2%
MFT
621
Moisand Fitzgerald Tamayo
Florida
$977 -$6.19K -266 -86%
SS
622
Sunbelt Securities
Texas
$726 +$726 +32 New
ICM
623
Islay Capital Management
Texas
$511 – – –
IF
624
Integrity Financial
Wyoming
$465 – – –
SRCM
625
Signature Resources Capital Management
California
$279 – – –
23 24
25
26 27