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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 %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$284M +$12.7M +546,711 +5%
Ameriprise
2
Ameriprise
Minnesota
$170M -$29.7M -1,280,165 -15%
RIM
3
Rockbridge Investment Management
New York
$160M +$14.7M +634,923 +10%
APP
4
Avantax Planning Partners
Iowa
$157M +$6.41M +276,661 +4%
CST
5
Charles Schwab Trust
Nevada
$125M -$11.3M -487,281 -8%
Financial Engines Advisors
6
Financial Engines Advisors
California
$114M -$2.95M -127,418 -3%
OIA
7
OneDigital Investment Advisors
Kansas
$91.1M -$7.27M -313,991 -7%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$90.5M -$11.7M -504,835 -11%
TWP
9
Total Wealth Planning
Ohio
$86.8M +$4.14M +178,624 +5%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$85.5M +$5.9M +254,568 +7%
Goldman Sachs
11
Goldman Sachs
New York
$74.3M -$19.1M -823,501 -20%
HighTower Advisors
12
HighTower Advisors
Illinois
$73.8M +$2.2M +95,060 +3%
ML
13
McAdam LLC
Pennsylvania
$61.5M -$2.64M -114,190 -4%
KBFS
14
Kohmann Bosshard Financial Services
Ohio
$58.7M +$1.38M +59,485 +2%
HCM
15
Hengehold Capital Management
Ohio
$54.5M +$6.09M +262,950 +13%
Jane Street
16
Jane Street
New York
$52.7M +$48.5M +2,094,632 +1,166%
Morgan Stanley
17
Morgan Stanley
New York
$50.6M +$22.5M +972,932 +80%
Mariner
18
Mariner
Kansas
$49.9M +$1.71M +73,663 +4%
BWA
19
BlueSky Wealth Advisors
North Carolina
$48.4M +$1.08M +46,631 +2%
PWMG
20
Pioneer Wealth Management Group
Texas
$45.5M +$45.5M +1,965,005 New
DWM
21
Destination Wealth Management
California
$39.2M -$16.9M -727,760 -30%
HGWM
22
Horst & Graben Wealth Management
Oregon
$34.5M -$935K -40,375 -3%
BTI
23
Blue Trust Inc
Georgia
$32M +$2.34M +101,157 +8%
APW
24
Austin Private Wealth
Texas
$31.5M +$3.86M +166,834 +14%
AG
25
Ascent Group
Virginia
$29.9M +$21.6M +932,671 +260%
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