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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

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

Top Buyers

1
Jane Street
Jane Street
New York
+$48.5M
2
Morgan Stanley
Morgan Stanley
New York
+$22.5M
3
AG
Ascent Group
Virginia
+$21.6M
4
UBS Group
UBS Group
Switzerland
+$20.4M
5
VA
Vident Advisory
Georgia
+$15.2M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$29.7M
2
Goldman Sachs
Goldman Sachs
New York
-$19.1M
3
Bank of America
Bank of America
North Carolina
-$17.7M
4
DWM
Destination Wealth Management
California
-$16.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
651
Attessa Capital
Arizona
– -$403K -17,760 Closed
RF
652
RHS Financial
California
– -$360K -15,866 Closed
CPRC
653
Consolidated Portfolio Review Corp
New York
– -$307K -13,544 Closed
SOS
654
Silver Oak Securities
Tennessee
– -$295K -12,985 Closed
AP
655
Americana Partners
Texas
– -$269K -11,837 Closed
Corient Private Wealth
656
Corient Private Wealth
Florida
– -$235K -10,334 Closed
LKBC
657
L.K. Benson & Company
Maryland
– -$209K -9,224 Closed
CCA
658
Clearwater Capital Advisors
Illinois
– -$206K -9,061 Closed
AAS
659
Ameritas Advisory Services
Nebraska
– -$205K -9,051 Closed
WAM
660
WNY Asset Management
New York
– -$205K -9,009 Closed
KFG
661
Kelly Financial Group
Connecticut
– -$202K -8,886 Closed
T
662
Transce3nd
Texas
– -$101K -4,430 Closed
CFGS
663
Concourse Financial Group Securities
Alabama
– -$45.7K -2,010 Closed
MA
664
Modus Advisors
Minnesota
– -$33.2K -1,464 Closed
KFI
665
Key Financial Inc
Pennsylvania
– -$32.1K -1,414 Closed
TC
666
Truvestments Capital
Florida
– -$21.2K -934 Closed
NWWA
667
New Wave Wealth Advisors
Arkansas
– -$18.8K -830 Closed
FVIM
668
Fort Vancouver Investment Management
Washington
– -$18.3K -808 Closed
PA
669
Pineridge Advisors
Missouri
– -$13K -572 Closed
EWM
670
EPG Wealth Management
Georgia
– -$9.08K -400 Closed
CAWM
671
Capital A Wealth Management
Pennsylvania
– -$4.11K -181 Closed
CAS
672
Coppell Advisory Solutions
Texas
– -$3.41K -150 Closed
HBW
673
Hazlett, Burt & Watson
West Virginia
– -$1K -56 Closed
SS
674
Sunbelt Securities
Texas
– -$727 -32 Closed
AWM
675
AllSquare Wealth Management
New York
– -$227 -10 Closed
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