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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

633 hedge funds and large institutions have $3.88B invested in Schwab US Aggregate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 274 increasing their positions, 235 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
+5
Holders Change %
+0.8%
% of All Funds
8.6%
Holding in Top 10
60
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.26%
% of All Funds
0.81%
New
55
Increased
274
Reduced
235
Closed
39
Calls
$39K
Puts
–
Net Calls
+$39K
Net Calls Change
+$68K

Top Buyers

1
Jane Street
Jane Street
New York
+$48.5M
2
Morgan Stanley
Morgan Stanley
New York
+$22.5M
3
AG
Ascent Group
Virginia
+$21.6M
4
UBS Group
UBS Group
Switzerland
+$20.4M
5
VA
Vident Advisory
Georgia
+$15.2M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$29.7M
2
Goldman Sachs
Goldman Sachs
New York
-$19.1M
3
Bank of America
Bank of America
North Carolina
-$17.7M
4
DWM
Destination Wealth Management
California
-$16.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSB
201
Bangor Savings Bank
Maine
$2.26M +$3.5K +151 +0.2%
ZF
202
Zhang Financial
Michigan
$2.24M +$1.37M +59,260 +158%
SWA
203
Sightline Wealth Advisors
Connecticut
$2.22M -$281K -12,150 -11%
DWM
204
Diversify Wealth Management
Utah
$2.21M -$200K -8,614 -8%
CAPTRUST Financial Advisors
205
CAPTRUST Financial Advisors
North Carolina
$2.21M -$771K -33,289 -26%
SB
206
Strategic Blueprint
Georgia
$2.16M +$255K +11,022 +13%
RWM
207
RKL Wealth Management
Pennsylvania
$2.16M -$390K -16,845 -15%
GWP
208
Gen-Wealth Partners
Michigan
$2.07M +$173K +7,485 +9%
RFN
209
RDA Financial Network
Iowa
$2.07M -$184K -7,955 -8%
AC
210
AlphaCore Capital
California
$2.07M +$121K +5,227 +6%
AWE
211
Avidian Wealth Enterprises
Texas
$2.06M -$119K -5,156 -5%
OFS
212
Oldfather Financial Services
Nebraska
$2.06M +$110K +4,728 +6%
EFG
213
Elios Financial Group
Ohio
$2.04M -$15.1K -650 -0.7%
BA
214
Ballast Advisors
Minnesota
$2.04M +$39.5K +1,704 +2%
AWM
215
Act Wealth Management
Texas
$2.03M +$99.9K +4,313 +5%
TW
216
Transform Wealth
Colorado
$2.02M -$119K -5,149 -6%
BCI
217
Brinker Capital Investments
Pennsylvania
$2M -$173K -7,463 -8%
OPS
218
Orion Portfolio Solutions
Nebraska
$2M -$173K -7,463 -8%
SPI
219
Sutton Place Investors
New York
$1.99M -$51.3K -2,215 -3%
LIM
220
Lathrop Investment Management
Arkansas
$1.95M +$214K +9,251 +12%
BIG
221
Bush Investment Group
Georgia
$1.94M +$57.6K +2,487 +3%
RTL
222
Red Tortoise LLC
Georgia
$1.94M +$305K +13,162 +19%
CA
223
Calton & Associates
Florida
$1.91M +$1.91M +82,391 New
RFG
224
Range Financial Group
Oregon
$1.89M +$173K +7,482 +10%
Citadel Advisors
225
Citadel Advisors
Florida
$1.88M -$5.91M -255,325 -76%
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