Schwab US Aggregate Bond ETF
SCHZ
628 hedge funds and large institutions have $3.91B invested in Schwab US Aggregate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 274 increasing their positions, 230 reducing their positions, and 57 closing their positions.
19% more repeat investments, than reductions
Existing positions increased: 274 | Existing positions reduced: 230
3% more capital invested
Capital invested by funds: $3.8B → $3.91B (+$113M)
0% more funds holding in top 10
Funds holding in top 10: 52 → 52 (0)
0.69% less ownership
Funds ownership: 44.2% → 43.51% (-0.69%)
7% less first-time investments, than exits
New positions opened: 53 | Existing positions closed: 57
2% less funds holding
Funds holding: 643 → 628 (-15)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
+$26.8M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$22.7M |
| 3 |
NP
NorthRock Partners
Minneapolis,
Minnesota
|
+$21.7M |
| 4 |
MYIA
Mount Yale Investment Advisors
Denver,
Colorado
|
+$18M |
| 5 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
+$18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$28.4M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$15.8M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$15.4M |
| 4 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$14M |
| 5 |
AG
Ascent Group
Virginia Beach,
Virginia
|
-$8.66M |
SCHZ Hedge Fund Activity: Q3 2025 in Review
628 of the 7,638 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q3 2025, worth a combined $3.91B — up 3% from $3.8B a quarter earlier.
Sellers outnumbered buyers: 57 funds closed out of SCHZ and 53 opened new positions — a net loss of 4 holders — while 230 trimmed existing stakes and 274 added.
The largest buyer was Modern Wealth Management, opening a new position worth an estimated $26.8M. The largest seller was Ameriprise, cutting an estimated $28.4M.
- 628 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q3 2025, down from 643 in Q2 2025.
- Funds reported $3.91B of Schwab US Aggregate Bond ETF stock for Q3 2025, up 3% quarter-over-quarter.
- 53 funds opened new Schwab US Aggregate Bond ETF positions in Q3 2025 and 57 closed out, a net change of -4 holders.
- The largest Schwab US Aggregate Bond ETF buyer in Q3 2025 was Modern Wealth Management, an estimated $26.8M added.
- The largest Schwab US Aggregate Bond ETF seller in Q3 2025 was Ameriprise, an estimated $28.4M sold.
Based on aggregated 13F filings for Q3 2025.