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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 %
EWM
151
Empirical Wealth Management
Washington
$3.68M -$171K -7,378 -4%
LWA
152
Lifelong Wealth Advisors
Minnesota
$3.52M -$23.4K -1,009 -0.7%
OC
153
Oarsman Capital
Wisconsin
$3.51M +$813K +34,986 +30%
VFS
154
Valpey Financial Services
New Hampshire
$3.48M +$3.48M +149,756 New
NI
155
NYL Investors
New York
$3.46M -$109K -4,703 -3%
PIMG
156
Patriot Investment Management Group
Tennessee
$3.46M +$102K +4,368 +3%
HCWM
157
Hidden Cove Wealth Management
Washington
$3.41M -$1.05M -45,377 -24%
NFTC
158
North Forty Two & Co
Oregon
$3.35M -$4.65K -200 -0.1%
CHA
159
Cooper/Haims Advisors
New York
$3.29M +$821K +35,343 +33%
GFWA
160
Grey Fox Wealth Advisors
Delaware
$3.26M -$147K -6,320 -4%
CWM
161
Chesapeake Wealth Management
Virginia
$3.23M -$89.4K -3,845 -3%
MLA
162
My Legacy Advisors
Oregon
$3.2M -$221K -9,570 -6%
RIM
163
Redwood Investment Management
Arizona
$3.13M -$123K -5,302 -4%
DAS
164
Diversify Advisory Services
Utah
$3.1M +$3.1M +133,755 New
GRP
165
Global Retirement Partners
California
$3.09M +$3.09M +133,131 New
PFGIA
166
Patriot Financial Group Insurance Agency
Massachusetts
$2.99M -$233K -10,038 -7%
FIA
167
Foundations Investment Advisors
Arizona
$2.9M +$234K +10,067 +9%
CFMC
168
Curbstone Financial Management Corp
New Hampshire
$2.88M -$93K -4,000 -3%
LTL
169
Lowery Thomas LLC
California
$2.88M -$19.5K -841 -0.7%
HI
170
Harbour Investments
Wisconsin
$2.87M -$471K -20,285 -14%
5W
171
5T Wealth
California
$2.79M -$334K -14,353 -11%
Envestnet Portfolio Solutions
172
Envestnet Portfolio Solutions
Illinois
$2.77M -$889K -38,247 -24%
JFG
173
JMG Financial Group
Illinois
$2.72M -$8.04K -346 -0.3%
CW
174
CreativeOne Wealth
Kansas
$2.65M +$158K +6,817 +6%
VI
175
VanderPol Investments
Michigan
$2.61M -$1.22M -52,370 -32%
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7
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