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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

631 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 52 funds opening new positions, 224 increasing their positions, 284 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
631
Holders Change
-2
Holders Change %
-0.32%
% of All Funds
8.46%
Holding in Top 10
50
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-16.67%
% of All Funds
0.67%
New
52
Increased
224
Reduced
284
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWP
Daymark Wealth Partners
Ohio
+$21.2M
2
ACM
AlphaStar Capital Management
North Carolina
+$14M
3
RIM
Rockbridge Investment Management
New York
+$11.1M
4
HighTower Advisors
HighTower Advisors
Illinois
+$10.8M
5
AC
AlphaCore Capital
California
+$6.96M

Top Sellers

1
WA
Waterford Advisors
New York
-$203M
2
Jane Street
Jane Street
New York
-$52.7M
3
HCM
Hengehold Capital Management
Ohio
-$47.4M
4
Morgan Stanley
Morgan Stanley
New York
-$27.2M
5
FCA
FLC Capital Advisors
California
-$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
51
Revisor Wealth Management
Ohio
$15.4M +$2.86M +124,001 +23%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$15.4M +$1.32M +56,795 +9%
JJBC
53
James J. Burns & Company
New York
$15.1M -$227K -9,776 -1%
MA
54
Mutual Advisors
Nebraska
$14.9M +$127K +5,525 +0.9%
UCFA
55
United Capital Financial Advisors
Texas
$14.9M -$2M -86,204 -12%
CMA
56
Cedar Mountain Advisors
Oregon
$14.5M +$243K +10,463 +2%
ACM
57
AlphaStar Capital Management
North Carolina
$14M +$14M +602,232 New
CWM
58
Congress Wealth Management
Massachusetts
$13.9M -$407K -17,500 -3%
MGIA
59
Moneta Group Investment Advisors
Missouri
$13.7M +$869K +37,376 +7%
CM
60
Columbus Macro
Pennsylvania
$13.6M +$115K +4,950 +0.9%
Cerity Partners
61
Cerity Partners
New York
$13.6M -$222K -9,571 -2%
CWS
62
Cypress Wealth Services
California
$12M -$657K -28,283 -5%
CKAIS
63
Christensen King & Associates Investment Services
Washington
$11.6M +$70 +3 +0%
M
64
MYeCFO
California
$11.2M +$20K +860 +0.2%
CWA
65
Clearview Wealth Advisors
Oregon
$11.1M -$149K -6,395 -1%
SFS
66
Summit Financial Strategies
Ohio
$11.1M -$349K -15,035 -3%
GSF
67
Grove Street Fiduciary
New Hampshire
$10.9M -$91.5K -3,937 -0.8%
KV
68
Kickstand Ventures
New York
$10.8M -$1.13M -48,745 -9%
SC
69
Savant Capital
Illinois
$10.8M +$3.23M +138,971 +43%
AA
70
Apriem Advisors
California
$10.6M +$33K +1,421 +0.3%
SWM
71
SigFig Wealth Management
California
$10.2M -$24.7K -1,065 -0.2%
MFA
72
Mayflower Financial Advisors
Massachusetts
$10M +$244K +10,478 +2%
Creative Planning
73
Creative Planning
Kansas
$9.98M +$564K +24,257 +6%
FFWA
74
Forthright Family Wealth Advisory
Texas
$9.77M -$271K -11,666 -3%
BPA
75
Beacon Pointe Advisors
California
$9.65M -$52.9K -2,276 -0.5%
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