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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
C1AG
101
Client 1st Advisory Group
Florida
$6.89M +$211K +9,203 +3%
RWM
102
Reston Wealth Management
Virginia
$6.73M +$317K +13,828 +5%
CNWM
103
Clay Northam Wealth Management
California
$6.67M -$66.5K -2,898 -1%
ISWM
104
Independent Solutions Wealth Management
New York
$6.54M -$57K -2,484 -0.9%
MAM
105
Marotta Asset Management
Virginia
$6.48M +$3.09M +134,588 +93%
PAS
106
Park Avenue Securities
New York
$6.4M +$6.32M +275,440 New
CFD
107
Creative Financial Designs
Indiana
$6.17M +$274K +11,927 +5%
SFG
108
SNS Financial Group
Minnesota
$6.11M -$229K -9,963 -4%
AR
109
Apeiron RIA
Texas
$5.94M +$654K +28,490 +13%
BWL
110
Bogart Wealth LLC
Virginia
$5.84M -$50.2K -2,189 -0.9%
FF
111
Fairway Financial
Florida
$5.83M -$14.7K -642 -0.3%
MFG
112
Midwest Financial Group
Kansas
$5.83M +$896K +39,046 +18%
FCH
113
Freestone Capital Holdings
Washington
$5.77M -$413K -18,015 -7%
ATPW
114
Ashton Thomas Private Wealth
Arizona
$5.65M -$89.1K -3,882 -2%
NSG
115
Nalls Sherbakoff Group
Tennessee
$5.64M -$74.6K -3,251 -1%
FPAS
116
Focus Partners Advisor Solutions
Missouri
$5.56M -$4.42M -192,429 -45%
SPAS
117
Spectrum Planning & Advisory Services
California
$5.37M -$1.95M -84,895 -27%
WP
118
WealthShield Partners
North Carolina
$5.36M -$1.64M -71,508 -24%
SMG
119
Smart Money Group
Texas
$5.35M +$554K +24,146 +12%
NFG
120
Northeast Financial Group
Pennsylvania
$5.34M +$36.3K +1,580 +0.7%
VPP
121
Vertex Planning Partners
Illinois
$5.31M -$3.28K -143 -0.1%
GFP
122
Guardian Financial Partners
California
$5.31M +$483K +21,064 +10%
AO
123
Advisor OS
Illinois
$5.08M +$5.02M +218,775 New
TWM
124
Tradition Wealth Management
Minnesota
$5.07M -$138K -6,018 -3%
BCM
125
Brookstone Capital Management
Illinois
$5.01M -$61.8K -2,692 -1%

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.