Schwab US Aggregate Bond ETF
SCHZ
667 hedge funds and large institutions have $4.29B invested in Schwab US Aggregate Bond ETF in 2026 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 322 increasing their positions, 193 reducing their positions, and 46 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 322 | Existing positions reduced: 193
30% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 46
1% more capital invested
Capital invested by funds: $4.26B → $4.29B (+$34.6M)
0% less funds holding
Funds holding: 669 → 667 (-2)
2% less funds holding in top 10
Funds holding in top 10: 54 → 53 (-1)
2% less ownership
Funds ownership: 42.64% → 40.63% (-2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$26.4M |
| 2 |
SC
Savant Capital
Rockford,
Illinois
|
+$19.5M |
| 3 |
RIM
Rockbridge Investment Management
Syracuse,
New York
|
+$16.8M |
| 4 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
+$14.3M |
| 5 |
Cerity Partners
New York
|
+$12.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$29.4M |
| 2 |
DWP
Daymark Wealth Partners
Cincinnati,
Ohio
|
-$7.95M |
| 3 |
WP
WealthShield Partners
Cary,
North Carolina
|
-$6.65M |
| 4 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
-$5.94M |
| 5 |
MYIA
Mount Yale Investment Advisors
Denver,
Colorado
|
-$5.86M |
SCHZ Hedge Fund Activity: Q2 2026 in Review
667 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q2 2026, worth a combined $4.29B — up 0.81% from $4.26B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new SCHZ positions and 46 closed out — a net gain of 14 holders — while 322 added to existing stakes and 193 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $26.4M. The largest seller was Morgan Stanley, cutting an estimated $29.4M.
- 667 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q2 2026, down from 669 in Q1 2026.
- Funds reported $4.29B of Schwab US Aggregate Bond ETF stock for Q2 2026, up 0.81% quarter-over-quarter.
- 60 funds opened new Schwab US Aggregate Bond ETF positions in Q2 2026 and 46 closed out, a net change of +14 holders.
- The largest Schwab US Aggregate Bond ETF buyer in Q2 2026 was JP Morgan Chase, an estimated $26.4M added.
- The largest Schwab US Aggregate Bond ETF seller in Q2 2026 was Morgan Stanley, an estimated $29.4M sold.
Based on aggregated 13F filings for Q2 2026.