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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 %
VA
176
Valmark Advisers
Ohio
$2.61M -$113K -4,882 -4%
FW
177
FullCircle Wealth
Texas
$2.6M -$63.2K -2,720 -2%
FD
178
Financial Designs
California
$2.59M -$21.9K -944 -0.8%
OFS
179
OneAscent Financial Services
Alabama
$2.57M -$99.8K -4,294 -4%
VIA
180
Victrix Investment Advisors
Florida
$2.53M +$111K +4,755 +5%
FTUS
181
Flow Traders U.S.
New York
$2.52M +$2.52M +108,551 New
AI
182
Atria Investments
North Carolina
$2.51M -$7.11K -306 -0.3%
OFG
183
Omega Financial Group
California
$2.46M +$180K +7,734 +8%
MCA
184
Magnolia Capital Advisors
Mississippi
$2.41M – – –
AA
185
Ancora Advisors
Ohio
$2.4M +$37.7K +1,624 +2%
BBW
186
Blue Barn Wealth
Utah
$2.38M -$62.1K -2,671 -3%
ES
187
ETF Store
Kansas
$2.36M -$51.4K -2,213 -2%
MCM
188
M1 Capital Management
Michigan
$2.36M -$35.5K -1,528 -1%
FWP
189
Firethorn Wealth Partners
Georgia
$2.31M -$195K -8,403 -8%
MW
190
Maia Wealth
Colorado
$2.31M -$73.9K -3,178 -3%
WANY
191
Wealthspire Advisors (New York)
New York
$2.3M -$94.3K -4,056 -4%
CFO
192
CVA Family Office
Colorado
$2.29M -$45.4K -1,954 -2%
BSB
193
Bangor Savings Bank
Maine
$2.27M +$2.51K +108 +0.1%
ZF
194
Zhang Financial
Michigan
$2.26M +$11.9K +512 +0.5%
OFS
195
Oldfather Financial Services
Nebraska
$2.26M +$195K +8,379 +9%
RPGK
196
Retirement Planning Group (Kansas)
Kansas
$2.25M -$97K -4,174 -4%
EFG
197
Elios Financial Group
Ohio
$2.23M +$182K +7,844 +9%
VFPW
198
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.22M -$65.7K -2,825 -3%
RTL
199
Red Tortoise LLC
Georgia
$2.21M +$266K +11,437 +14%
MCA
200
Midwest Capital Advisors
Michigan
$2.17M -$1.86M -80,094 -46%
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8
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