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Schwab US Aggregate Bond ETF
SCHZ

667 hedge funds and large institutions have $4.29B invested in Schwab US Aggregate Bond ETF in 2026 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 322 increasing their positions, 193 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 193

30% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 46

1% more capital invested

Capital invested by funds: $4.26B → $4.29B (+$34.6M)

0% less funds holding

Funds holding: 669 → 667 (-2)

2% less funds holding in top 10

Funds holding in top 10: 54 → 53 (-1)

2% less ownership

Funds ownership: 42.64% → 40.63% (-2%)

Holders
667
Holders Change
-2
Holders Change %
-0.3%
% of All Funds
8.06%
Holding in Top 10
53
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.85%
% of All Funds
0.64%
New
60
Increased
322
Reduced
193
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$26.4M
2
SC
Savant Capital
Illinois
+$19.5M
3
RIM
Rockbridge Investment Management
New York
+$16.8M
4
ML
McAdam LLC
Pennsylvania
+$14.3M
5
Cerity Partners
Cerity Partners
New York
+$12.9M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$29.4M
2
DWP
Daymark Wealth Partners
Ohio
-$7.95M
3
WP
WealthShield Partners
North Carolina
-$6.65M
4
VAS
Vestmark Advisory Solutions
Massachusetts
-$5.94M
5
MYIA
Mount Yale Investment Advisors
Colorado
-$5.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
651
Bellevue Asset Management
Washington
$2.45K – – –
HCM
652
Horrell Capital Management
Arkansas
$2.31K – – –
PWA
653
Physician Wealth Advisors
Utah
$2.17K – – –
TCM
654
Tradewinds Capital Management
Washington
$1.8K +$23 +1 +1%
WCM
655
Weaver Capital Management
Georgia
$1.76K – – –
FFA
656
Frazier Financial Advisors
Ohio
$1.64K +$23 +1 +1%
CSC
657
Caldwell Sutter Capital
California
$1.54K – – –
BFPW
658
BOK Financial Private Wealth
Colorado
$1.39K – – –
MCA
659
McGuire Capital Advisors
Oklahoma
$1.36K +$1.36K +59 New
KFP
660
Kerr Financial Planning
California
$1.3K – – –
AP
661
Atwood & Palmer
Missouri
$995 +$995 +43 New
IF
662
Integrity Financial
Wyoming
$463 – – –
Vanguard Advisers Inc
663
Vanguard Advisers Inc
Pennsylvania
$232 – – –
MSWM
664
Mowery & Schoenfeld Wealth Management
Illinois
$162 +$162 +7 New
Russell Investments Group
665
Russell Investments Group
United Kingdom
$116 – – –
MAFA
666
MJT & Associates Financial Advisory
Minnesota
$93 – – –
KPP
667
Kings Path Partners
Texas
$69 -$23 -1 -25%
VA
668
Vestwell Advisors
New York
$56 – – –
Wells Fargo
669
Wells Fargo
California
$5 -$74.3K -3,210 Closed
OMC
670
Old Mission Capital
Illinois
– -$3.72M -160,392 Closed
HWM
671
Heirloom Wealth Management
Colorado
– -$3.6M -154,967 Closed
VIA
672
Victrix Investment Advisors
Florida
– -$3.41M -147,061 Closed
PAG
673
Private Advisor Group
New Jersey
– -$1.45M -62,248 Closed
GSEP
674
Golden State Equity Partners
California
– -$944K -40,639 Closed
AA
675
Advisory Alpha
Michigan
– -$768K -33,061 Closed
25 26
27
28 29

SCHZ Hedge Fund Activity: Q2 2026 in Review

667 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q2 2026, worth a combined $4.29B — up 0.81% from $4.26B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new SCHZ positions and 46 closed out — a net gain of 14 holders — while 322 added to existing stakes and 193 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $26.4M. The largest seller was Morgan Stanley, cutting an estimated $29.4M.

  • 667 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q2 2026, down from 669 in Q1 2026.
  • Funds reported $4.29B of Schwab US Aggregate Bond ETF stock for Q2 2026, up 0.81% quarter-over-quarter.
  • 60 funds opened new Schwab US Aggregate Bond ETF positions in Q2 2026 and 46 closed out, a net change of +14 holders.
  • The largest Schwab US Aggregate Bond ETF buyer in Q2 2026 was JP Morgan Chase, an estimated $26.4M added.
  • The largest Schwab US Aggregate Bond ETF seller in Q2 2026 was Morgan Stanley, an estimated $29.4M sold.

Based on aggregated 13F filings for Q2 2026.