Schwab US Aggregate Bond ETF
SCHZ
SCHZ
617 hedge funds and large institutions have $3.88B invested in Schwab US Aggregate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 272 increasing their positions, 224 reducing their positions, and 57 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
9% less first-time investments, than exits
New positions opened: 52 | Existing positions closed: 57
3% less funds holding
Funds holding: 638 → 617 (-21)
Holders
617
Holding in Top 10
50
Calls
–
Puts
–
Top Buyers
| 1 | +$27.1M | |
| 2 | +$22.9M | |
| 3 | +$22M | |
| 4 |
MYIA
Mount Yale Investment Advisors
Denver,
Colorado
|
+$18.2M |
| 5 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
+$18.2M |
Top Sellers
| 1 | -$28.7M | |
| 2 | -$15.9M | |
| 3 | -$15.5M | |
| 4 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$14M |
| 5 |
AG
Ascent Group
Virginia Beach,
Virginia
|
-$8.75M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MA
676
MCF Advisors
Covington,
Kentucky
| – |
|
|||
677
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – |
|
|||
|
HNB
678
Huntington National Bank
Columbus,
Ohio
| – |
|