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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 %
FCA
651
Fortis Capital Advisors
Kansas
– -$358K -15,446 Closed
BAM
652
Belpointe Asset Management
Nevada
– -$358K -15,446 Closed
AQR Capital Management
653
AQR Capital Management
Connecticut
– -$329K -14,212 Closed
CW
654
Code Waechter
Florida
– -$311K -13,448 Closed
CL
655
Choreo LLC
Illinois
– -$272K -11,747 Closed
PA
656
PFG Advisors
Arizona
– -$264K -11,419 Closed
SWG
657
Summit Wealth Group
Vermont
– -$260K -11,218 Closed
GVAG
658
Great Valley Advisor Group
Delaware
– -$235K -10,149 Closed
PFA
659
Professional Financial Advisors
Nebraska
– -$228K -9,865 Closed
SFG
660
Sage Financial Group
Pennsylvania
– -$224K -9,652 Closed
MFG
661
Magnus Financial Group
New York
– -$214K -9,241 Closed
HFA
662
High Falls Advisors
New York
– -$213K -9,210 Closed
ECM
663
Exchange Capital Management
Michigan
– -$210K -9,058 Closed
IA
664
Inspire Advisors
Idaho
– -$204K -8,817 Closed
GJIA
665
Glass Jacobson Investment Advisors
Maryland
– -$148K -6,500 Closed
QCG
666
Quadrant Capital Group
Ohio
– -$122K -5,283 Closed
CCM
667
Coldstream Capital Management
Washington
– -$115K -4,976 Closed
TVWM
668
Tower View Wealth Management
Wisconsin
– -$24K -1,035 Closed
DF
669
DecisionPoint Financial
Arizona
– -$19.5K -840 Closed
BF
670
BOK Financial
Oklahoma
– -$16.2K -700 Closed
LRWM
671
Lord & Richards Wealth Management
Colorado
– -$12.1K -524 Closed
HCP
672
Hexagon Capital Partners
Arkansas
– -$6.07K -262 Closed
GWM
673
Guardian Wealth Management
Illinois
– -$3.15K -136 Closed
VWA
674
Valued Wealth Advisors
Utah
– -$1.21K -52 Closed
CA
675
Continuum Advisory
Idaho
– -$814 -35 Closed
24 25 26
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