Schwab US Aggregate Bond ETF
SCHZ
SCHZ
624 hedge funds and large institutions have $3.91B invested in Schwab US Aggregate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 273 increasing their positions, 228 reducing their positions, and 57 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
less ownership
Funds ownership: →
7% less first-time investments, than exits
New positions opened: 53 | Existing positions closed: 57
3% less funds holding
Funds holding: 640 → 624 (-16)
Holders
624
Holding in Top 10
52
Calls
–
Puts
–
Top Buyers
| 1 | +$26.8M | |
| 2 | +$22.7M | |
| 3 | +$21.7M | |
| 4 |
MYIA
Mount Yale Investment Advisors
Denver,
Colorado
|
+$18M |
| 5 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
+$18M |
Top Sellers
| 1 | -$28.4M | |
| 2 | -$15.8M | |
| 3 | -$15.4M | |
| 4 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$14M |
| 5 |
AG
Ascent Group
Virginia Beach,
Virginia
|
-$8.66M |