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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 %
CNWM
101
Clay Northam Wealth Management
California
$6.67M -$67.3K -2,898 -1%
ISWM
102
Independent Solutions Wealth Management
New York
$6.54M -$57.7K -2,484 -0.9%
MAM
103
Marotta Asset Management
Virginia
$6.48M +$3.13M +134,588 +93%
PAS
104
Park Avenue Securities
New York
$6.4M +$6.4M +275,440 New
CFD
105
Creative Financial Designs
Indiana
$6.17M +$277K +11,927 +5%
SFG
106
SNS Financial Group
Minnesota
$6.11M -$232K -9,963 -4%
AR
107
Apeiron RIA
Texas
$5.94M +$662K +28,490 +13%
BWL
108
Bogart Wealth LLC
Virginia
$5.84M -$50.9K -2,189 -0.9%
FF
109
Fairway Financial
Florida
$5.83M -$14.9K -642 -0.3%
MFG
110
Midwest Financial Group
Kansas
$5.83M +$907K +39,046 +18%
FCH
111
Freestone Capital Holdings
Washington
$5.77M -$419K -18,015 -7%
ATPW
112
Ashton Thomas Private Wealth
Arizona
$5.65M -$90.2K -3,882 -2%
FPAS
113
Focus Partners Advisor Solutions
Missouri
$5.56M -$4.47M -192,429 -45%
Osaic Holdings
114
Osaic Holdings
Arizona
$5.5M +$49K +2,131 +0.9%
SPAS
115
Spectrum Planning & Advisory Services
California
$5.37M -$1.97M -84,895 -27%
WP
116
WealthShield Partners
North Carolina
$5.36M -$1.66M -71,508 -24%
SMG
117
Smart Money Group
Texas
$5.35M +$561K +24,146 +12%
NFG
118
Northeast Financial Group
Pennsylvania
$5.34M +$36.7K +1,580 +0.7%
VPP
119
Vertex Planning Partners
Illinois
$5.31M -$3.32K -143 -0.1%
GFP
120
Guardian Financial Partners
California
$5.31M +$490K +21,064 +10%
AO
121
Advisor OS
Illinois
$5.08M +$5.08M +218,775 New
TWM
122
Tradition Wealth Management
Minnesota
$5.07M -$140K -6,018 -3%
BCM
123
Brookstone Capital Management
Illinois
$5.01M -$62.6K -2,692 -1%
BBWP
124
Beacon Bridge Wealth Partners
Pennsylvania
$4.91M +$345K +14,826 +8%
RSWM
125
Robertson Stephens Wealth Management
California
$4.88M -$578K -24,873 -11%
3 4
5
6 7