Schwab US Aggregate Bond ETF
SCHZ
673 hedge funds and large institutions have $4.28B invested in Schwab US Aggregate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 333 increasing their positions, 210 reducing their positions, and 40 closing their positions.
59% more repeat investments, than reductions
Existing positions increased: 333 | Existing positions reduced: 210
50% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 40
3% more capital invested
Capital invested by funds: $4.15B → $4.28B (+$128M)
0% more funds holding
Funds holding: 671 → 673 (+2)
0.95% less ownership
Funds ownership: 43.78% → 42.82% (-0.95%)
10% less funds holding in top 10
Funds holding in top 10: 60 → 54 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Rational Advisors
Huntington,
New York
|
+$72M |
| 2 |
Morgan Stanley
New York
|
+$30M |
| 3 |
Cerity Partners
New York
|
+$27.4M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$22.7M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWA
BlueSky Wealth Advisors
New Bern,
North Carolina
|
-$50.9M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$41.2M |
| 3 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$35.5M |
| 4 |
Goldman Sachs
New York
|
-$14.5M |
| 5 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
-$9.13M |
SCHZ Hedge Fund Activity: Q1 2026 in Review
673 of the 8,207 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q1 2026, worth a combined $4.28B — up 3.1% from $4.15B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new SCHZ positions and 40 closed out — a net gain of 20 holders — while 333 added to existing stakes and 210 trimmed.
The largest buyer was Rational Advisors, opening a new position worth an estimated $72M. The largest seller was BlueSky Wealth Advisors, cutting an estimated $50.9M.
- 673 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q1 2026, up from 671 in Q4 2025.
- Funds reported $4.28B of Schwab US Aggregate Bond ETF stock for Q1 2026, up 3.1% quarter-over-quarter.
- 60 funds opened new Schwab US Aggregate Bond ETF positions in Q1 2026 and 40 closed out, a net change of +20 holders.
- The largest Schwab US Aggregate Bond ETF buyer in Q1 2026 was Rational Advisors, an estimated $72M added.
- The largest Schwab US Aggregate Bond ETF seller in Q1 2026 was BlueSky Wealth Advisors, an estimated $50.9M sold.
Based on aggregated 13F filings for Q1 2026.