Schwab US Aggregate Bond ETF
SCHZ
643 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, 226 increasing their positions, 292 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: 645 → 643 (-2)
3% less capital invested
Capital invested by funds: $3.93B → $3.8B (-$129M)
1.61% less ownership
Funds ownership: 45.8% → 44.2% (-1.6%)
16% less funds holding in top 10
Funds holding in top 10: 62 → 52 (-10)
23% less repeat investments, than reductions
Existing positions increased: 226 | Existing positions reduced: 292
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWP
Daymark Wealth Partners
Cincinnati,
Ohio
|
+$20.9M |
| 2 |
CPCM
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
+$14.4M |
| 3 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
+$13.8M |
| 4 |
RIM
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 |
HCM
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 |
IA
Integrity Alliance
Urbandale,
Iowa
|
-$24.4M |
SCHZ Hedge Fund Activity: Q2 2025 in Review
643 of the 7,613 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 226 added to existing stakes and 292 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.
- 643 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q2 2025, down from 645 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.