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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 %
AWS
126
Atria Wealth Solutions
New York
$4.63M -$944K -40,671 -17%
PFM
127
Phillips Financial Management
Indiana
$4.61M -$556K -23,903 -11%
HPM
128
Hoxton Planning & Management
West Virginia
$4.56M +$257K +11,043 +6%
MFGP
129
Marshall Financial Group (Pennsylvania)
Pennsylvania
$4.43M +$146K +6,279 +3%
CRC
130
Curi RMB Capital
Illinois
$4.4M -$682K -29,352 -13%
BMWS
131
Brady Martz Wealth Solutions
North Dakota
$4.39M -$4.03M -173,335 -48%
HA
132
HC Advisors
Georgia
$4.39M +$42.1K +1,810 +1%
MSFS
133
Main Street Financial Solutions
Pennsylvania
$4.37M +$934K +40,172 +27%
WAM
134
Wakefield Asset Management
Colorado
$4.37M -$101K -4,344 -2%
BL
135
BFSG LLC
California
$4.35M -$39K -1,680 -0.9%
KF
136
Krilogy Financial
Missouri
$4.34M -$128K -5,515 -3%
Susquehanna International Group
137
Susquehanna International Group
Pennsylvania
$4.33M +$3.94M +169,696 +1,033%
MML Investors Services
138
MML Investors Services
Massachusetts
$4.28M -$1.21M -52,149 -22%
BWA
139
Bestgate Wealth Advisors
Maryland
$4.23M – – –
FFS
140
Fischer Financial Services
Pennsylvania
$4.13M +$406K +17,550 +11%
TA
141
TPG Advisors
Illinois
$4.13M -$2.09M -90,001 -34%
VWA
142
VSM Wealth Advisory
Maryland
$4.12M +$23.8K +1,022 +0.6%
SI
143
Stonekeep Investments
New Mexico
$4.12M +$695K +29,913 +20%
FTS
144
Fifth Third Securities
Ohio
$4.12M +$569K +24,475 +16%
WP
145
WealthPLAN Partners
Nebraska
$4.04M -$198K -8,540 -5%
Commonwealth Equity Services
146
Commonwealth Equity Services
Massachusetts
$3.98M -$203K -8,728 -5%
RWM
147
Rialto Wealth Management
New York
$3.89M +$427K +18,390 +12%
FF
148
Friedenthal Financial
New Jersey
$3.88M -$72.1K -3,103 -2%
BIM
149
Breakwater Investment Management
Washington
$3.84M -$481K -20,689 -11%
PWM
150
Perigon Wealth Management
California
$3.81M +$16K +687 +0.4%
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