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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 %
NC
626
NewSquare Capital
Pennsylvania
$139 – – –
MAFA
627
MJT & Associates Financial Advisory
Minnesota
$93 – – –
SN
628
Sittner & Nelson
Oregon
$93 – – –
ADL
629
Asset Dedication LLC
California
$93 +$93 +4 New
CIA
630
Cape Investment Advisory
Georgia
$74 +$49 +2 +200%
OSAM
631
O'Shaughnessy Asset Management
Connecticut
$46 -$423K -18,371 -100%
KPP
632
Kings Path Partners
Texas
$46 -$2.83K -123 -98%
PNC Financial Services Group
633
PNC Financial Services Group
Pennsylvania
$11 -$1.44K -62 Closed
MA
634
MCF Advisors
Kentucky
$1 -$1 – –
Jane Street
635
Jane Street
New York
– -$52.7M -2,274,341 Closed
SA
636
Scarborough Advisors
Maryland
– -$10.1M -434,259 Closed
ICCON
637
Investment Counsel Company of Nevada
Nevada
– -$4.25M -183,387 Closed
Citadel Advisors
638
Citadel Advisors
Florida
– -$1.88M -81,376 Closed
GS
639
GWN Securities
Florida
– -$1.27M -55,006 Closed
OMC
640
Old Mission Capital
Illinois
– -$1.26M -54,236 Closed
TC
641
TownSquare Capital
Utah
– -$1.25M -54,171 Closed
VWA
642
Visionary Wealth Advisors
Illinois
– -$683K -29,476 Closed
PCWA
643
Pacific Capital Wealth Advisors
California
– -$579K -24,996 Closed
HKIMG
644
Hutchens & Kramer Investment Management Group
Indiana
– -$549K -23,696 Closed
ACP
645
Aveo Capital Partners
Colorado
– -$501K -21,761 Closed
GSWM
646
Greenup Street Wealth Management
Michigan
– -$497K -21,470 Closed
CAL
647
Capital Advisors Ltd
Ohio
– -$455K -19,640 Closed
SFP
648
Sherwood Financial Partners
California
– -$434K -18,723 Closed
QWP
649
Quotient Wealth Partners
Texas
– -$425K -18,371 Closed
P
650
&Partners
Tennessee
– -$386K -16,613 Closed
24 25
26
27 28