SCHZ icon

Schwab US Aggregate Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
CA
626
Continuum Advisory
Idaho
$814
ICM
627
Islay Capital Management
Texas
$510 +$510 +22 New
IF
628
Integrity Financial
Wyoming
$463
SRCM
629
Signature Resources Capital Management
California
$288
NC
630
NewSquare Capital
Pennsylvania
$139
SN
631
Sittner & Nelson
Oregon
$93
MAFA
632
MJT & Associates Financial Advisory
Minnesota
$93 +$93 +4 New
MG
633
Mather Group
Illinois
$46 -$63.3K -2,752 -100%
CIA
634
Cape Investment Advisory
Georgia
$18
FW
635
Fairway Wealth
Ohio
$3 -$2
MA
636
MCF Advisors
Kentucky
$1 -$1
MAM
637
Milestone Asset Management
Pennsylvania
-$7.2M -317,155 Closed
PAS
638
Park Avenue Securities
New York
-$6.35M -279,854 Closed
WI
639
WrapManager Inc
California
-$4.71M -207,575 Closed
AO
640
Advisor OS
Illinois
-$4.6M -202,482 Closed
SC
641
Syon Capital
California
-$4.28M -188,363 Closed
UF
642
Univest Financial
Pennsylvania
-$1.78M -78,460 Closed
RIA
643
Regal Investment Advisors
Michigan
-$1.72M -75,603 Closed
OC
644
Optima Capital
Oregon
-$1.48M -65,021 Closed
Stifel Financial
645
Stifel Financial
Missouri
-$781K -34,385 Closed
BFG
646
Bleakley Financial Group
New Jersey
-$622K -27,396 Closed
TSS
647
Two Sigma Securities
New York
-$551K -24,263 Closed
IAA
648
Independent Advisor Alliance
North Carolina
-$549K -24,184 Closed
QC
649
Quadrature Capital
United Kingdom
-$519K -22,869 Closed
FFO
650
Fiduciary Family Office
Florida
-$474K -20,900 Closed