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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

630 hedge funds and large institutions have $3.72B invested in Schwab US Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 223 increasing their positions, 284 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
630
Holders Change
-3
Holders Change %
-0.47%
% of All Funds
8.46%
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
223
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 Holding Trade Value Shares
Change 		Shares
Change %
PFM
126
Phillips Financial Management
Indiana
$4.61M -$556K -23,903 -11%
HPM
127
Hoxton Planning & Management
West Virginia
$4.56M +$257K +11,043 +6%
MFGP
128
Marshall Financial Group (Pennsylvania)
Pennsylvania
$4.43M +$146K +6,279 +3%
CRC
129
Curi RMB Capital
Illinois
$4.4M -$682K -29,352 -13%
BMWS
130
Brady Martz Wealth Solutions
North Dakota
$4.39M -$4.03M -173,335 -48%
HA
131
HC Advisors
Georgia
$4.39M +$42.1K +1,810 +1%
MSFS
132
Main Street Financial Solutions
Pennsylvania
$4.37M +$934K +40,172 +27%
WAM
133
Wakefield Asset Management
Colorado
$4.37M -$101K -4,344 -2%
BL
134
BFSG LLC
California
$4.35M -$39K -1,680 -0.9%
KF
135
Krilogy Financial
Missouri
$4.34M -$128K -5,515 -3%
Susquehanna International Group
136
Susquehanna International Group
Pennsylvania
$4.33M +$3.94M +169,696 +1,033%
MML Investors Services
137
MML Investors Services
Massachusetts
$4.28M -$1.21M -52,149 -22%
BWA
138
Bestgate Wealth Advisors
Maryland
$4.23M – – –
FFS
139
Fischer Financial Services
Pennsylvania
$4.13M +$406K +17,550 +11%
TA
140
TPG Advisors
Illinois
$4.13M -$2.09M -90,001 -34%
VWA
141
VSM Wealth Advisory
Maryland
$4.12M +$23.8K +1,022 +0.6%
SI
142
Stonekeep Investments
New Mexico
$4.12M +$695K +29,913 +20%
FTS
143
Fifth Third Securities
Ohio
$4.12M +$569K +24,475 +16%
WP
144
WealthPLAN Partners
Nebraska
$4.04M -$198K -8,540 -5%
Commonwealth Equity Services
145
Commonwealth Equity Services
Massachusetts
$3.98M -$203K -8,728 -5%
RWM
146
Rialto Wealth Management
New York
$3.89M +$427K +18,390 +12%
FF
147
Friedenthal Financial
New Jersey
$3.88M -$72.1K -3,103 -2%
BIM
148
Breakwater Investment Management
Washington
$3.84M -$481K -20,689 -11%
PWM
149
Perigon Wealth Management
California
$3.81M +$16K +687 +0.4%
CFGSD
150
Compass Financial Group (South Dakota)
South Dakota
$3.79M +$607K +26,134 +19%
4 5
6
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