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Schwab US Aggregate Bond ETF
SCHZ
SCHZ
626 hedge funds and large institutions have $3.91B invested in Schwab US Aggregate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 274 increasing their positions, 229 reducing their positions, and 57 closing their positions.
New
Increased
Maintained
Reduced
Closed
20% more repeat investments, than reductions
Existing positions increased: 274 | Existing positions reduced: 229
2% more funds holding in top 10
Funds holding in top 10: 51 → 52 (+1)
3% more capital invested
Capital invested by funds: $3.79B → $3.91B (+$113M)
0.69% less ownership
Funds ownership: 44.17% → 43.48% (-0.69%)
7% less first-time investments, than exits
New positions opened: 53 | Existing positions closed: 57
2% less funds holding
Funds holding: 641 → 626 (-15)
Holders
626
Holders Change
-15
Holders Change %
-2.34%
% of All Funds
8.22%
Holding in Top 10
52
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.96%
% of All Funds
0.68%
New
53
Increased
274
Reduced
229
Closed
57
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$28.4M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$15.8M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$15.4M |
| 4 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$14M |
| 5 |
AG
Ascent Group
Virginia Beach,
Virginia
|
-$8.66M |
