SCHZ icon

Schwab US Aggregate Bond ETF

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
Holders
617
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
50
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BDFN
51
Bond & Devick Financial Network
Minnesota
$17.5M
MGIA
52
Moneta Group Investment Advisors
Missouri
$16.5M
Raymond James Financial
53
Raymond James Financial
Florida
$16.5M
CIAS
54
CFS Investment Advisory Services
New Jersey
$16.3M
RWM
55
Revisor Wealth Management
Ohio
$16.3M
UBS Group
56
UBS Group
Switzerland
$16.2M
MA
57
Mutual Advisors
Nebraska
$16.2M
JJBC
58
James J. Burns & Company
New York
$15.5M
CMA
59
Cedar Mountain Advisors
Oregon
$15.2M
Cerity Partners
60
Cerity Partners
New York
$14.8M
UCFA
61
United Capital Financial Advisors
Texas
$14.6M
CM
62
Columbus Macro
Pennsylvania
$13.9M
CKAIS
63
Christensen King & Associates Investment Services
Washington
$12M
CWA
64
Clearview Wealth Advisors
Oregon
$11.7M
M
65
MYeCFO
California
$11.6M
CWS
66
Cypress Wealth Services
California
$11.6M
KV
67
Kickstand Ventures
New York
$11.5M
GSF
68
Grove Street Fiduciary
New Hampshire
$11M
SFS
69
Summit Financial Strategies
Ohio
$10.9M
AA
70
Apriem Advisors
California
$10.8M
MFA
71
Mayflower Financial Advisors
Massachusetts
$10.6M
SC
72
Savant Capital
Illinois
$10.6M
Creative Planning
73
Creative Planning
Kansas
$10.1M
SWM
74
SigFig Wealth Management
California
$9.99M
IA
75
IFP Advisors
Florida
$9.9M