Schwab US Aggregate Bond ETF
SCHZ
671 hedge funds and large institutions have $4.15B invested in Schwab US Aggregate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 289 increasing their positions, 215 reducing their positions, and 49 closing their positions.
108% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 49
34% more repeat investments, than reductions
Existing positions increased: 289 | Existing positions reduced: 215
15% more funds holding in top 10
Funds holding in top 10: 52 → 60 (+8)
7% more funds holding
Funds holding: 630 → 671 (+41)
6% more capital invested
Capital invested by funds: $3.91B → $4.15B (+$238M)
0.26% more ownership
Funds ownership: 43.52% → 43.78% (+0.26%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$90.1M |
| 2 |
RIM
Rockbridge Investment Management
Syracuse,
New York
|
+$23.5M |
| 3 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$13.3M |
| 4 |
Goldman Sachs
New York
|
+$12.3M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$12.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWP
Total Wealth Planning
Cincinnati,
Ohio
|
-$92.1M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$23.5M |
| 3 |
PWMG
Pioneer Wealth Management Group
Austin,
Texas
|
-$13.7M |
| 4 |
VA
Vident Advisory
Alpharetta,
Georgia
|
-$9.13M |
| 5 |
WA
Waterford Advisors
Orchard Park,
New York
|
-$9.02M |
SCHZ Hedge Fund Activity: Q4 2025 in Review
671 of the 8,284 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q4 2025, worth a combined $4.15B — up 6.1% from $3.91B a quarter earlier.
Buyers outnumbered sellers: 102 funds opened new SCHZ positions and 49 closed out — a net gain of 53 holders — while 289 added to existing stakes and 215 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $90.1M. The largest seller was Total Wealth Planning, cutting an estimated $92.1M.
- 671 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q4 2025, up from 630 in Q3 2025.
- Funds reported $4.15B of Schwab US Aggregate Bond ETF stock for Q4 2025, up 6.1% quarter-over-quarter.
- 102 funds opened new Schwab US Aggregate Bond ETF positions in Q4 2025 and 49 closed out, a net change of +53 holders.
- The largest Schwab US Aggregate Bond ETF buyer in Q4 2025 was Carson Wealth (CWM LLC), an estimated $90.1M added.
- The largest Schwab US Aggregate Bond ETF seller in Q4 2025 was Total Wealth Planning, an estimated $92.1M sold.
Based on aggregated 13F filings for Q4 2025.