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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 %
FRA
76
FFG Retirement Advisors
Colorado
$9.55M 411,030 -181,916 -31%
ACA
77
Affinity Capital Advisors
California
$9.23M 397,275 -6,586 -2%
LFG
78
Larson Financial Group
Missouri
$9.17M 394,466 -59,040 -13%
AC
79
AlphaCore Capital
California
$9.04M 388,794 +299,439 +335%
FFN
80
Focus Financial Network
Minnesota
$8.84M 380,459 -13,198 -3%
AWM
81
AE Wealth Management
Kansas
$8.58M 369,343 +15,754 +4%
TWP
82
Tempus Wealth Planning
California
$8.46M 363,991 +15,707 +5%
SEIA
83
Signature Estate & Investment Advisors
California
$8.41M 362,011 -22,243 -6%
MWM
84
MorganRosel Wealth Management
Colorado
$8.41M 361,995 +6,216 +2%
WA
85
Waterford Advisors
New York
$8.17M 13,381 -331,904 -96%
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$8.15M 350,661 +15,485 +5%
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$7.93M 341,231 +107,776 +46%
LIM
88
Leavell Investment Management
Alabama
$7.89M 339,477 -24,843 -7%
WA
89
Waverly Advisors
Alabama
$7.84M 337,430 -5,575 -2%
IWC
90
Integrated Wealth Concepts
Massachusetts
$7.6M 327,140 +27,999 +9%
PFM
91
Peak Financial Management
Massachusetts
$7.53M 324,053 +23,634 +8%
MFG
92
Merit Financial Group
Georgia
$7.33M 315,459 -41,707 -12%
HCM
93
Hengehold Capital Management
Ohio
$7.29M 313,659 -2,037,891 -87%
SFS
94
Security Financial Services
Indiana
$7.25M 311,921 -125,681 -29%
AWM
95
Avior Wealth Management
Nebraska
$7.17M 308,693 +5,130 +2%
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$7.16M 307,973 -96,683 -24%
CAG
97
Curtis Advisory Group
California
$6.99M 300,736 +60,204 +25%
C1AG
98
Client 1st Advisory Group
Florida
$6.89M 296,451 +9,203 +3%
RWM
99
Reston Wealth Management
Virginia
$6.73M 289,524 +13,828 +5%
CNWM
100
Clay Northam Wealth Management
California
$6.67M 286,943 -2,898 -1%
2 3
4
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