Schwab US Aggregate Bond ETF
SCHZ
SCHZ
653 hedge funds and large institutions have $4.2B invested in Schwab US Aggregate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 323 increasing their positions, 202 reducing their positions, and 41 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
less ownership
Funds ownership: →
1% less funds holding
Funds holding: 662 → 653 (-9)
12% less funds holding in top 10
Funds holding in top 10: 59 → 52 (-7)
Holders
653
Holding in Top 10
52
Calls
–
Puts
–
Top Buyers
| 1 | +$72M | |
| 2 | +$30M | |
| 3 | +$27.4M | |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$22.7M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$18M |
Top Sellers
| 1 | -$50.9M | |
| 2 | -$41.2M | |
| 3 | -$35.5M | |
| 4 |
Goldman Sachs
New York
|
-$14.5M |
| 5 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
-$9.13M |
