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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 %
VI
176
VanderPol Investments
Michigan
$2.61M -$1.22M -52,370 -32%
VA
177
Valmark Advisers
Ohio
$2.61M -$113K -4,882 -4%
FW
178
FullCircle Wealth
Texas
$2.6M -$63.2K -2,720 -2%
FD
179
Financial Designs
California
$2.59M -$21.9K -944 -0.8%
OFS
180
OneAscent Financial Services
Alabama
$2.57M -$99.8K -4,294 -4%
VIA
181
Victrix Investment Advisors
Florida
$2.53M +$111K +4,755 +5%
FTUS
182
Flow Traders U.S.
New York
$2.52M +$2.52M +108,551 New
AI
183
Atria Investments
North Carolina
$2.51M -$7.11K -306 -0.3%
OFG
184
Omega Financial Group
California
$2.46M +$180K +7,734 +8%
MCA
185
Magnolia Capital Advisors
Mississippi
$2.41M – – –
AA
186
Ancora Advisors
Ohio
$2.4M +$37.7K +1,624 +2%
BBW
187
Blue Barn Wealth
Utah
$2.38M -$62.1K -2,671 -3%
ES
188
ETF Store
Kansas
$2.36M -$51.4K -2,213 -2%
MCM
189
M1 Capital Management
Michigan
$2.36M -$35.5K -1,528 -1%
FWP
190
Firethorn Wealth Partners
Georgia
$2.31M -$195K -8,403 -8%
MW
191
Maia Wealth
Colorado
$2.31M -$73.9K -3,178 -3%
WANY
192
Wealthspire Advisors (New York)
New York
$2.3M -$94.3K -4,056 -4%
CFO
193
CVA Family Office
Colorado
$2.29M -$45.4K -1,954 -2%
BSB
194
Bangor Savings Bank
Maine
$2.27M +$2.51K +108 +0.1%
ZF
195
Zhang Financial
Michigan
$2.26M +$11.9K +512 +0.5%
OFS
196
Oldfather Financial Services
Nebraska
$2.26M +$195K +8,379 +9%
RPGK
197
Retirement Planning Group (Kansas)
Kansas
$2.25M -$97K -4,174 -4%
EFG
198
Elios Financial Group
Ohio
$2.23M +$182K +7,844 +9%
VFPW
199
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.22M -$65.7K -2,825 -3%
RTL
200
Red Tortoise LLC
Georgia
$2.21M +$266K +11,437 +14%
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