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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 %
CFGSD
151
Compass Financial Group (South Dakota)
South Dakota
$3.79M +$607K +26,134 +19%
EWM
152
Empirical Wealth Management
Washington
$3.68M -$171K -7,378 -4%
LWA
153
Lifelong Wealth Advisors
Minnesota
$3.52M -$23.4K -1,009 -0.7%
OC
154
Oarsman Capital
Wisconsin
$3.51M +$813K +34,986 +30%
VFS
155
Valpey Financial Services
New Hampshire
$3.48M +$3.48M +149,756 New
NI
156
NYL Investors
New York
$3.46M -$109K -4,703 -3%
PIMG
157
Patriot Investment Management Group
Tennessee
$3.46M +$102K +4,368 +3%
HCWM
158
Hidden Cove Wealth Management
Washington
$3.41M -$1.05M -45,377 -24%
NFTC
159
North Forty Two & Co
Oregon
$3.35M -$4.65K -200 -0.1%
CHA
160
Cooper/Haims Advisors
New York
$3.29M +$821K +35,343 +33%
GFWA
161
Grey Fox Wealth Advisors
Delaware
$3.26M -$147K -6,320 -4%
CWM
162
Chesapeake Wealth Management
Virginia
$3.23M -$89.4K -3,845 -3%
MLA
163
My Legacy Advisors
Oregon
$3.2M -$221K -9,570 -6%
RIM
164
Redwood Investment Management
Arizona
$3.13M -$123K -5,302 -4%
DAS
165
Diversify Advisory Services
Utah
$3.1M +$3.1M +133,755 New
GRP
166
Global Retirement Partners
California
$3.09M +$3.09M +133,131 New
PFGIA
167
Patriot Financial Group Insurance Agency
Massachusetts
$2.99M -$233K -10,038 -7%
FIA
168
Foundations Investment Advisors
Arizona
$2.9M +$234K +10,067 +9%
CFMC
169
Curbstone Financial Management Corp
New Hampshire
$2.88M -$93K -4,000 -3%
LTL
170
Lowery Thomas LLC
California
$2.88M -$19.5K -841 -0.7%
HI
171
Harbour Investments
Wisconsin
$2.87M -$471K -20,285 -14%
5W
172
5T Wealth
California
$2.79M -$334K -14,353 -11%
Envestnet Portfolio Solutions
173
Envestnet Portfolio Solutions
Illinois
$2.77M -$889K -38,247 -24%
JFG
174
JMG Financial Group
Illinois
$2.72M -$8.04K -346 -0.3%
CW
175
CreativeOne Wealth
Kansas
$2.65M +$158K +6,817 +6%
5 6
7
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