SCHZ icon

Schwab US Aggregate Bond ETF

663 hedge funds and large institutions have $4.18B invested in Schwab US Aggregate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 286 increasing their positions, 211 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
59
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$90.1M
2 +$23.5M
3 +$13.3M
4
Goldman Sachs
Goldman Sachs
New York
+$12.3M
5
Creative Planning
Creative Planning
Kansas
+$12.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
126
Waverly Advisors
Alabama
$5.43M
LIM
127
Lathrop Investment Management
Arkansas
$5.41M
NSG
128
Nalls Sherbakoff Group
Tennessee
$5.26M
FCH
129
Freestone Capital Holdings
Washington
$5.13M
AO
130
Advisor OS
Illinois
$5.1M
TWP
131
Total Wealth Planning
Ohio
$5.06M
MSFS
132
Main Street Financial Solutions
Pennsylvania
$5.03M
MWM
133
Manske Wealth Management
Texas
$5.02M
SI
134
Stonekeep Investments
New Mexico
$4.97M
TWM
135
Tradition Wealth Management
Minnesota
$4.93M
GFP
136
Guardian Financial Partners
California
$4.84M
WAM
137
Wakefield Asset Management
Colorado
$4.83M
FFS
138
Fischer Financial Services
Pennsylvania
$4.68M
BCM
139
Brookstone Capital Management
Illinois
$4.65M
XPN
140
XY Planning Network
Montana
$4.64M
PFM
141
Phillips Financial Management
Indiana
$4.6M
HA
142
HC Advisors
Georgia
$4.57M
BWA
143
Bestgate Wealth Advisors
Maryland
$4.54M
BL
144
BFSG LLC
California
$4.47M
WP
145
WealthPLAN Partners
Nebraska
$4.37M
FA
146
Fiducient Advisors
Illinois
$4.26M
VI
147
VanderPol Investments
Michigan
$4.25M
TA
148
TPG Advisors
Illinois
$4.25M
LWA
149
Lifelong Wealth Advisors
Minnesota
$4.19M
CRC
150
Curi RMB Capital
Illinois
$4.11M