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Schwab US Aggregate Bond ETF

641 hedge funds and large institutions have $3.79B invested in Schwab US Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 226 increasing their positions, 289 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 44

0% less funds holding

Funds holding: 642641 (-1)

3% less capital invested

Capital invested by funds: $3.92B → $3.79B (-$129M)

1.6% less ownership

Funds ownership: 45.77%44.17% (-1.6%)

16% less funds holding in top 10

Funds holding in top 10: 6151 (-10)

22% less repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 289

Holders
641
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
8.44%
Holding in Top 10
51
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-16.39%
% of All Funds
0.67%
New
54
Increased
226
Reduced
289
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFWA
76
Forthright Family Wealth Advisory
Texas
$9.77M -$268K -11,666 -3%
BPA
77
Beacon Pointe Advisors
California
$9.65M -$52.2K -2,276 -0.5%
IA
78
IFP Advisors
Florida
$9.59M +$1.03M +44,873 +12%
FRA
79
FFG Retirement Advisors
Colorado
$9.55M -$4.17M -181,916 -31%
ACA
80
Affinity Capital Advisors
California
$9.23M -$151K -6,586 -2%
LFG
81
Larson Financial Group
Missouri
$9.17M -$1.35M -59,040 -13%
AC
82
AlphaCore Capital
California
$9.04M +$6.87M +299,439 +335%
FFN
83
Focus Financial Network
Minnesota
$8.84M -$303K -13,198 -3%
AWM
84
AE Wealth Management
Kansas
$8.58M +$361K +15,754 +4%
TWP
85
Tempus Wealth Planning
California
$8.46M +$360K +15,707 +5%
SEIA
86
Signature Estate & Investment Advisors
California
$8.41M -$510K -22,243 -6%
MWM
87
MorganRosel Wealth Management
Colorado
$8.41M +$143K +6,216 +2%
WA
88
Waterford Advisors
New York
$8.17M -$7.62M -331,904 -96%
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$8.15M +$355K +15,485 +5%
Cambridge Investment Research Advisors
90
Cambridge Investment Research Advisors
Iowa
$7.93M +$2.47M +107,776 +46%
LIM
91
Leavell Investment Management
Alabama
$7.89M -$570K -24,843 -7%
WA
92
Waverly Advisors
Alabama
$7.84M -$128K -5,575 -2%
IWC
93
Integrated Wealth Concepts
Massachusetts
$7.6M +$642K +27,999 +9%
PFM
94
Peak Financial Management
Massachusetts
$7.53M +$542K +23,634 +8%
MFG
95
Merit Financial Group
Georgia
$7.33M -$957K -41,707 -12%
HCM
96
Hengehold Capital Management
Ohio
$7.29M -$46.8M -2,037,891 -87%
SFS
97
Security Financial Services
Indiana
$7.25M -$2.88M -125,681 -29%
AWM
98
Avior Wealth Management
Nebraska
$7.17M +$118K +5,130 +2%
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$7.16M -$2.22M -96,683 -24%
CAG
100
Curtis Advisory Group
California
$6.99M +$1.38M +60,204 +25%

SCHZ Hedge Fund Activity: Q2 2025 in Review

641 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q2 2025, worth a combined $3.79B — down 3.3% from $3.92B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SCHZ positions and 44 closed out — a net gain of 10 holders — while 226 added to existing stakes and 289 trimmed.

The largest buyer was Daymark Wealth Partners, adding an estimated $20.9M. The largest seller was Jane Street, exiting entirely with an estimated $52.7M sold.

  • 641 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q2 2025, down from 642 in Q1 2025.
  • Funds reported $3.79B of Schwab US Aggregate Bond ETF stock for Q2 2025, down 3.3% quarter-over-quarter.
  • 54 funds opened new Schwab US Aggregate Bond ETF positions in Q2 2025 and 44 closed out, a net change of +10 holders.
  • The largest Schwab US Aggregate Bond ETF buyer in Q2 2025 was Daymark Wealth Partners, an estimated $20.9M added.
  • The largest Schwab US Aggregate Bond ETF seller in Q2 2025 was Jane Street, an estimated $52.7M sold.

Based on aggregated 13F filings for Q2 2025.