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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
$27.3M
2
ACM
AlphaStar Capital Management
North Carolina
$14M
3
RIM
Rockbridge Investment Management
New York
$172M
4
HighTower Advisors
HighTower Advisors
Illinois
$84.9M
5
AC
AlphaCore Capital
California
$9.04M

Top Sellers

1
WA
Waterford Advisors
New York
$8.17M
2
Jane Street
Jane Street
New York
$0
3
HCM
Hengehold Capital Management
Ohio
$7.29M
4
Morgan Stanley
Morgan Stanley
New York
$23.5M
5
FCA
FLC Capital Advisors
California
$494K
Name Holding Trade Value Shares
Change 		Shares
Change %
MCA
201
Midwest Capital Advisors
Michigan
$2.17M -$1.86M -80,094 -46%
LIM
202
Lathrop Investment Management
Arkansas
$2.16M +$203K +8,744 +10%
SB
203
Strategic Blueprint
Georgia
$2.15M -$16K -687 -0.7%
BA
204
Ballast Advisors
Minnesota
$2.13M +$88.1K +3,789 +4%
SWA
205
Sightline Wealth Advisors
Connecticut
$2.13M -$97.6K -4,201 -4%
DWM
206
Diversify Wealth Management
Utah
$2.1M -$109K -4,713 -5%
AWM
207
Act Wealth Management
Texas
$2.08M +$45K +1,936 +2%
AWE
208
Avidian Wealth Enterprises
Texas
$2.08M +$12.3K +529 +0.6%
LA
209
LexAurum Advisors
Kansas
$2.06M +$229K +9,844 +13%
Kovitz Investment Group Partners
210
Kovitz Investment Group Partners
Illinois
$2.04M +$2.04M +87,958 New
BCI
211
Brinker Capital Investments
Pennsylvania
$2.04M +$29K +1,248 +1%
SAW
212
Signal Advisors Wealth
Michigan
$2.03M +$940K +40,441 +86%
CMBA
213
C.M. Bidwell & Associates
Hawaii
$2M +$157K +6,765 +9%
NL
214
NWAM LLC
Washington
$1.99M -$327K -14,166 -14%
CWP
215
Core Wealth Partners
California
$1.98M +$1.98M +85,065 New
RFN
216
RDA Financial Network
Iowa
$1.97M -$110K -4,747 -5%
CA
217
Calton & Associates
Florida
$1.92M +$2.88K +124 +0.2%
KAS
218
Kestra Advisory Services
Texas
$1.91M +$915K +39,392 +92%
LA
219
LVW Advisors
New York
$1.9M +$59.5K +2,559 +3%
BIG
220
Bush Investment Group
Georgia
$1.88M -$67.1K -2,887 -3%
BWM
221
Blossom Wealth Management
California
$1.88M +$181K +7,768 +11%
RFG
222
Range Financial Group
Oregon
$1.86M -$38.5K -1,658 -2%
VCP
223
Verus Capital Partners
Arizona
$1.83M +$1.83M +78,836 New
Natixis Advisors
224
Natixis Advisors
Massachusetts
$1.81M +$59.5K +2,562 +3%
CAPTRUST Financial Advisors
225
CAPTRUST Financial Advisors
North Carolina
$1.79M -$424K -18,258 -19%
7 8
9
10 11