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Schwab US Aggregate Bond ETF
SCHZ
SCHZ
626 hedge funds and large institutions have $3.91B invested in Schwab US Aggregate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 274 increasing their positions, 228 reducing their positions, and 57 closing their positions.
New
Increased
Maintained
Reduced
Closed
20% more repeat investments, than reductions
Existing positions increased: 274 | Existing positions reduced: 228
2% more funds holding in top 10
Funds holding in top 10: 51 → 52 (+1)
3% more capital invested
Capital invested by funds: $3.79B → $3.91B (+$113M)
0.69% less ownership
Funds ownership: 44.16% → 43.48% (-0.69%)
5% less first-time investments, than exits
New positions opened: 54 | Existing positions closed: 57
2% less funds holding
Funds holding: 640 → 626 (-14)
Holders
626
Holders Change
-14
Holders Change %
-2.19%
% of All Funds
8.22%
Holding in Top 10
52
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.96%
% of All Funds
0.68%
New
54
Increased
274
Reduced
228
Closed
57
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$28.4M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$15.8M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$15.4M |
| 4 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$14M |
| 5 |
AG
Ascent Group
Virginia Beach,
Virginia
|
-$8.66M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DF
676
Dunhill Financial
London,
United Kingdom
| – | -$4.06K | -174 | Closed |
|
|
TRCT
677
Tower Research Capital (TRC)
New York
| – | -$3.32K | -143 | Closed |
|
|
HCM
678
Hollencrest Capital Management
Newport Beach,
California
| – | -$3.02K | -130 | Closed |
|
|
GM
679
GeoWealth Management
Chicago,
Illinois
| – | -$1.13K | -49 | Closed |
|
|
SS
680
Sunbelt Securities
Houston,
Texas
| – | -$726 | -32 | Closed |
|
|
SRCM
681
Signature Resources Capital Management
Newport Beach,
California
| – | -$279 | -12 | Closed |
|
|
NC
682
NewSquare Capital
Newtown Square,
Pennsylvania
| – | -$139 | -6 | Closed |
|
|
ADL
683
Asset Dedication LLC
San Francisco,
California
| – | -$93 | -4 | Closed |
|
|
SN
684
Sittner & Nelson
Eugene,
Oregon
| – | -$93 | -4 | Closed |
|
|
HNB
685
Huntington National Bank
Columbus,
Ohio
| – | -$10.7K | – | – |
|
|
MA
686
MCF Advisors
Covington,
Kentucky
| – | -$1 | – | – |
|
687
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$11 | – | – |
|