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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

627 hedge funds and large institutions have $3.71B invested in Schwab US Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 221 increasing their positions, 284 reducing their positions, and 43 closing their positions.

Holders
627
Holders Change
-6
Holders Change %
-0.95%
% of All Funds
8.42%
Holding in Top 10
49
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-18.33%
% of All Funds
0.66%
New
52
Increased
221
Reduced
284
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWP
1
Daymark Wealth Partners
Ohio
$27.3M
2
ACM
2
AlphaStar Capital Management
North Carolina
$14M
3
RIM
3
Rockbridge Investment Management
New York
$172M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$84.9M
5
AC
5
AlphaCore Capital
California
$9.04M

Top Sellers

1
WA
1
Waterford Advisors
New York
$8.17M
2
Jane Street
2
Jane Street
New York
$0
3
HCM
3
Hengehold Capital Management
Ohio
$7.29M
4
Morgan Stanley
4
Morgan Stanley
New York
$23.5M
5
FCA
5
FLC Capital Advisors
California
$494K
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$15.4M 662,146 +56,795 +9%
JJBC
52
James J. Burns & Company
New York
$15.1M 649,813 -9,776 -1%
MA
53
Mutual Advisors
Nebraska
$14.9M 647,225 +5,525 +0.9%
UCFA
54
United Capital Financial Advisors
Texas
$14.9M 640,183 -86,204 -12%
CMA
55
Cedar Mountain Advisors
Oregon
$14.5M 623,079 +10,463 +2%
ACM
56
AlphaStar Capital Management
North Carolina
$14M 602,232 +602,232 New
CWM
57
Congress Wealth Management
Massachusetts
$13.9M 596,702 -17,500 -3%
MGIA
58
Moneta Group Investment Advisors
Missouri
$13.7M 589,597 +37,376 +7%
CM
59
Columbus Macro
Pennsylvania
$13.6M 583,498 +4,950 +0.9%
Cerity Partners
60
Cerity Partners
New York
$13.6M 583,187 -9,571 -2%
CWS
61
Cypress Wealth Services
California
$12M 518,250 -28,283 -5%
CKAIS
62
Christensen King & Associates Investment Services
Washington
$11.6M 497,739 +3 +0%
M
63
MYeCFO
California
$11.2M 483,048 +860 +0.2%
CWA
64
Clearview Wealth Advisors
Oregon
$11.1M 479,299 -6,395 -1%
SFS
65
Summit Financial Strategies
Ohio
$11.1M 478,742 -15,035 -3%
GSF
66
Grove Street Fiduciary
New Hampshire
$10.9M 469,303 -3,937 -0.8%
KV
67
Kickstand Ventures
New York
$10.8M 464,677 -48,745 -9%
SC
68
Savant Capital
Illinois
$10.8M 463,188 +138,971 +43%
AA
69
Apriem Advisors
California
$10.6M 457,705 +1,421 +0.3%
SWM
70
SigFig Wealth Management
California
$10.2M 441,479 -1,065 -0.2%
MFA
71
Mayflower Financial Advisors
Massachusetts
$10M 430,986 +10,478 +2%
Creative Planning
72
Creative Planning
Kansas
$9.98M 429,252 +24,257 +6%
FFWA
73
Forthright Family Wealth Advisory
Texas
$9.77M 420,274 -11,666 -3%
BPA
74
Beacon Pointe Advisors
California
$9.65M 415,409 -2,276 -0.5%
IA
75
IFP Advisors
Florida
$9.59M 412,764 +44,873 +12%
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