SCHZ icon

Schwab US Aggregate Bond ETF

653 hedge funds and large institutions have $4.15B invested in Schwab US Aggregate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 285 increasing their positions, 210 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
653
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
57
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$90.1M
2 +$23.5M
3 +$13.3M
4
Goldman Sachs
Goldman Sachs
New York
+$12.3M
5
Creative Planning
Creative Planning
Kansas
+$12.3M
Name Holding Trade Value Shares
Change
Change in
Stake
KWS
176
Keystone Wealth Services
California
$3.24M
HCWM
177
Hidden Cove Wealth Management
Washington
$3.22M
FF
178
Friedenthal Financial
New Jersey
$3.21M
CWM
179
Chesapeake Wealth Management
Virginia
$3.21M
VIA
180
Victrix Investment Advisors
Florida
$3.19M
EWA
181
Emergent Wealth Advisors
New York
$3.18M
OC
182
Oarsman Capital
Wisconsin
$3.06M
HI
183
Harbour Investments
Wisconsin
$3.05M
NFTC
184
North Forty Two & Co
Oregon
$3.04M
RTL
185
Red Tortoise LLC
Georgia
$3.03M
ZF
186
Zhang Financial
Michigan
$2.98M
TCRG
187
Twin Cities Retirement Group
Minnesota
$2.98M
IA
188
Integrity Alliance
Iowa
$2.91M
SCFS
189
Stewardship Concepts Financial Services
Washington
$2.88M
Focus Partners Wealth
190
Focus Partners Wealth
Massachusetts
$2.87M
VA
191
Valmark Advisers
Ohio
$2.85M
CWM
192
Curtis Wealth Management
Nevada
$2.82M
5W
193
5T Wealth
California
$2.82M
AIA
194
Aventus Investment Advisors
Florida
$2.76M
CW
195
CreativeOne Wealth
Kansas
$2.76M
WF
196
WealthPoint Financial
North Carolina
$2.72M
CFO
197
CVA Family Office
Colorado
$2.72M
FD
198
Financial Designs
California
$2.69M
CMBA
199
C.M. Bidwell & Associates
Hawaii
$2.68M
AP
200
Advisors Preferred
Maryland
$2.68M