SCHZ icon

Schwab US Aggregate Bond ETF

617 hedge funds and large institutions have $3.88B invested in Schwab US Aggregate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 272 increasing their positions, 224 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
617
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
50
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
126
Tradition Wealth Management
Minnesota
$5.05M
BBWP
127
Beacon Bridge Wealth Partners
Pennsylvania
$5.03M
FPAS
128
Focus Partners Advisor Solutions
Missouri
$4.93M
BCM
129
Brookstone Capital Management
Illinois
$4.75M
MSFS
130
Main Street Financial Solutions
Pennsylvania
$4.72M
MWM
131
Manske Wealth Management
Texas
$4.69M
CFGSD
132
Compass Financial Group (South Dakota)
South Dakota
$4.69M
PFM
133
Phillips Financial Management
Indiana
$4.62M
WAM
134
Wakefield Asset Management
Colorado
$4.62M
SI
135
Stonekeep Investments
New Mexico
$4.51M
FFS
136
Fischer Financial Services
Pennsylvania
$4.49M
SAG
137
SageView Advisory Group
California
$4.48M
CRC
138
Curi RMB Capital
Illinois
$4.43M
WP
139
WealthPLAN Partners
Nebraska
$4.42M
BMWS
140
Brady Martz Wealth Solutions
North Dakota
$4.41M
BWA
141
Bestgate Wealth Advisors
Maryland
$4.4M
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$4.35M
HA
143
HC Advisors
Georgia
$4.35M
TA
144
TPG Advisors
Illinois
$4.34M
BL
145
BFSG LLC
California
$4.32M
KF
146
Krilogy Financial
Missouri
$4.09M
SPAS
147
Spectrum Planning & Advisory Services
California
$3.92M
PWM
148
Perigon Wealth Management
California
$3.88M
FF
149
Friedenthal Financial
New Jersey
$3.87M
LWA
150
Lifelong Wealth Advisors
Minnesota
$3.76M