Schwab US Aggregate Bond ETF
SCHZ
645 hedge funds and large institutions have $3.8B invested in Schwab US Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 227 increasing their positions, 293 reducing their positions, and 44 closing their positions.
20% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 44
0% less funds holding
Funds holding: 647 → 645 (-2)
1.53% less ownership
Funds ownership: 45.81% → 44.28% (-1.5%)
16% less funds holding in top 10
Funds holding in top 10: 62 → 52 (-10)
23% less repeat investments, than reductions
Existing positions increased: 227 | Existing positions reduced: 293
34% less capital inflows, than outflows
Capital inflows: $236M | Capital outflows: $357M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Daymark Wealth Partners
Cincinnati,
Ohio
|
+$20.9M |
| 2 |
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
+$14.4M |
| 3 |
AlphaStar Capital Management
Cornelius,
North Carolina
|
+$13.8M |
| 4 |
Rockbridge Investment Management
Syracuse,
New York
|
+$11M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$10.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$52.7M |
| 2 |
Hengehold Capital Management
Cincinnati,
Ohio
|
-$46.8M |
| 3 |
Morgan Stanley
New York
|
-$26.9M |
| 4 |
FCA
FLC Capital Advisors
Palm Desert,
California
|
-$25.5M |
| 5 |
Integrity Alliance
Urbandale,
Iowa
|
-$24.4M |
SCHZ Hedge Fund Activity: Q2 2025 in Review
645 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q2 2025, worth a combined $3.8B — down 3.3% from $3.93B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new SCHZ positions and 44 closed out — a net gain of 9 holders — while 227 added to existing stakes and 293 trimmed.
The largest buyer was Daymark Wealth Partners, adding an estimated $20.9M. The largest seller was Jane Street, exiting entirely with an estimated $52.7M sold.
- 645 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q2 2025, down from 647 in Q1 2025.
- Funds reported $3.8B of Schwab US Aggregate Bond ETF stock for Q2 2025, down 3.3% quarter-over-quarter.
- 53 funds opened new Schwab US Aggregate Bond ETF positions in Q2 2025 and 44 closed out, a net change of +9 holders.
- The largest Schwab US Aggregate Bond ETF buyer in Q2 2025 was Daymark Wealth Partners, an estimated $20.9M added.
- The largest Schwab US Aggregate Bond ETF seller in Q2 2025 was Jane Street, an estimated $52.7M sold.
Based on aggregated 13F filings for Q2 2025.