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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 %
ISWM
101
Independent Solutions Wealth Management
New York
$6.54M 281,458 -2,484 -0.9%
MAM
102
Marotta Asset Management
Virginia
$6.48M 278,954 +134,588 +93%
PAS
103
Park Avenue Securities
New York
$6.4M 275,440 +275,440 New
CFD
104
Creative Financial Designs
Indiana
$6.17M 265,566 +11,927 +5%
SFG
105
SNS Financial Group
Minnesota
$6.11M 262,756 -9,963 -4%
AR
106
Apeiron RIA
Texas
$5.94M 255,679 +28,490 +13%
BWL
107
Bogart Wealth LLC
Virginia
$5.84M 251,375 -2,189 -0.9%
FF
108
Fairway Financial
Florida
$5.83M 250,900 -642 -0.3%
MFG
109
Midwest Financial Group
Kansas
$5.83M 250,772 +39,046 +18%
FCH
110
Freestone Capital Holdings
Washington
$5.77M 248,152 -18,015 -7%
ATPW
111
Ashton Thomas Private Wealth
Arizona
$5.65M 242,913 -3,882 -2%
FPAS
112
Focus Partners Advisor Solutions
Missouri
$5.56M 239,402 -192,429 -45%
Osaic Holdings
113
Osaic Holdings
Arizona
$5.5M 239,215 +2,131 +0.9%
SPAS
114
Spectrum Planning & Advisory Services
California
$5.37M 230,955 -84,895 -27%
WP
115
WealthShield Partners
North Carolina
$5.36M 230,787 -71,508 -24%
SMG
116
Smart Money Group
Texas
$5.35M 230,173 +24,146 +12%
NFG
117
Northeast Financial Group
Pennsylvania
$5.34M 229,870 +1,580 +0.7%
VPP
118
Vertex Planning Partners
Illinois
$5.31M 228,497 -143 -0.1%
GFP
119
Guardian Financial Partners
California
$5.31M 228,321 +21,064 +10%
AO
120
Advisor OS
Illinois
$5.08M 218,775 +218,775 New
TWM
121
Tradition Wealth Management
Minnesota
$5.07M 218,331 -6,018 -3%
BCM
122
Brookstone Capital Management
Illinois
$5.01M 215,504 -2,692 -1%
BBWP
123
Beacon Bridge Wealth Partners
Pennsylvania
$4.91M 211,119 +14,826 +8%
RSWM
124
Robertson Stephens Wealth Management
California
$4.88M 210,145 -24,873 -11%
AWS
125
Atria Wealth Solutions
New York
$4.63M 199,524 -40,671 -17%
3 4
5
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