Schwab US Aggregate Bond ETF
SCHZ
SCHZ
633 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 53 funds opening new positions, 225 increasing their positions, 284 reducing their positions, and 43 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
less ownership
Funds ownership: →
17% less funds holding in top 10
Funds holding in top 10: 60 → 50 (-10)
21% less repeat investments, than reductions
Existing positions increased: 225 | Existing positions reduced: 284
Holders
633
Holding in Top 10
50
Calls
–
Puts
–
Top Buyers
| 1 | +$21.2M | |
| 2 | +$14M | |
| 3 | +$11.1M | |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$10.8M |
| 5 |
AC
AlphaCore Capital
La Jolla,
California
|
+$6.96M |
Top Sellers
| 1 | -$203M | |
| 2 | -$52.7M | |
| 3 | -$47.4M | |
| 4 |
Morgan Stanley
New York
|
-$27.2M |
| 5 |
FCA
FLC Capital Advisors
Palm Desert,
California
|
-$25.9M |