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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 %
IA
76
IFP Advisors
Florida
$9.59M +$1.04M +44,873 +12%
FRA
77
FFG Retirement Advisors
Colorado
$9.55M -$4.23M -181,916 -31%
ACA
78
Affinity Capital Advisors
California
$9.23M -$153K -6,586 -2%
LFG
79
Larson Financial Group
Missouri
$9.17M -$1.37M -59,040 -13%
AC
80
AlphaCore Capital
California
$9.04M +$6.96M +299,439 +335%
FFN
81
Focus Financial Network
Minnesota
$8.84M -$307K -13,198 -3%
AWM
82
AE Wealth Management
Kansas
$8.58M +$366K +15,754 +4%
TWP
83
Tempus Wealth Planning
California
$8.46M +$365K +15,707 +5%
SEIA
84
Signature Estate & Investment Advisors
California
$8.41M -$517K -22,243 -6%
MWM
85
MorganRosel Wealth Management
Colorado
$8.41M +$144K +6,216 +2%
WA
86
Waterford Advisors
New York
$8.17M -$203M -331,904 -96%
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$8.15M +$360K +15,485 +5%
Cambridge Investment Research Advisors
88
Cambridge Investment Research Advisors
Iowa
$7.93M +$2.5M +107,776 +46%
LIM
89
Leavell Investment Management
Alabama
$7.89M -$577K -24,843 -7%
WA
90
Waverly Advisors
Alabama
$7.84M -$130K -5,575 -2%
IWC
91
Integrated Wealth Concepts
Massachusetts
$7.6M +$651K +27,999 +9%
PFM
92
Peak Financial Management
Massachusetts
$7.53M +$549K +23,634 +8%
MFG
93
Merit Financial Group
Georgia
$7.33M -$969K -41,707 -12%
HCM
94
Hengehold Capital Management
Ohio
$7.29M -$47.4M -2,037,891 -87%
SFS
95
Security Financial Services
Indiana
$7.25M -$2.92M -125,681 -29%
AWM
96
Avior Wealth Management
Nebraska
$7.17M +$119K +5,130 +2%
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$7.16M -$2.25M -96,683 -24%
CAG
98
Curtis Advisory Group
California
$6.99M +$1.4M +60,204 +25%
C1AG
99
Client 1st Advisory Group
Florida
$6.89M +$214K +9,203 +3%
RWM
100
Reston Wealth Management
Virginia
$6.73M +$321K +13,828 +5%
2 3
4
5 6