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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

627 hedge funds and large institutions have $3.71B invested in Schwab US Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 221 increasing their positions, 284 reducing their positions, and 43 closing their positions.

Holders
627
Holders Change
-6
Holders Change %
-0.95%
% of All Funds
8.42%
Holding in Top 10
49
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-18.33%
% of All Funds
0.66%
New
52
Increased
221
Reduced
284
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWP
1
Daymark Wealth Partners
Ohio
$27.3M
2
ACM
2
AlphaStar Capital Management
North Carolina
$14M
3
RIM
3
Rockbridge Investment Management
New York
$172M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$84.9M
5
AC
5
AlphaCore Capital
California
$9.04M

Top Sellers

1
WA
1
Waterford Advisors
New York
$8.17M
2
Jane Street
2
Jane Street
New York
$0
3
HCM
3
Hengehold Capital Management
Ohio
$7.29M
4
Morgan Stanley
4
Morgan Stanley
New York
$23.5M
5
FCA
5
FLC Capital Advisors
California
$494K
Name Market Value Shares Shares
Change 		Shares
Change %
AQR Capital Management
651
AQR Capital Management
Connecticut
– – -14,212 Closed
CW
652
Code Waechter
Florida
– – -13,448 Closed
CL
653
Choreo LLC
Illinois
– – -11,747 Closed
PA
654
PFG Advisors
Arizona
– – -11,419 Closed
SWG
655
Summit Wealth Group
Vermont
– – -11,218 Closed
GVAG
656
Great Valley Advisor Group
Delaware
– – -10,149 Closed
PFA
657
Professional Financial Advisors
Nebraska
– – -9,865 Closed
SFG
658
Sage Financial Group
Pennsylvania
– – -9,652 Closed
MFG
659
Magnus Financial Group
New York
– – -9,241 Closed
HFA
660
High Falls Advisors
New York
– – -9,210 Closed
ECM
661
Exchange Capital Management
Michigan
– – -9,058 Closed
IA
662
Inspire Advisors
Idaho
– – -8,817 Closed
GJIA
663
Glass Jacobson Investment Advisors
Maryland
– – -6,500 Closed
QCG
664
Quadrant Capital Group
Ohio
– – -5,283 Closed
CCM
665
Coldstream Capital Management
Washington
– – -4,976 Closed
TVWM
666
Tower View Wealth Management
Wisconsin
– – -1,035 Closed
DF
667
DecisionPoint Financial
Arizona
– – -840 Closed
BF
668
BOK Financial
Oklahoma
– – -700 Closed
LRWM
669
Lord & Richards Wealth Management
Colorado
– – -524 Closed
HCP
670
Hexagon Capital Partners
Arkansas
– – -262 Closed
GWM
671
Guardian Wealth Management
Illinois
– – -136 Closed
VWA
672
Valued Wealth Advisors
Utah
– – -52 Closed
CA
673
Continuum Advisory
Idaho
– – -35 Closed
MG
674
Mather Group
Illinois
– – -2 Closed
FW
675
Fairway Wealth
Ohio
– – – –
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