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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

585 hedge funds and large institutions have $3.6B invested in Schwab US Aggregate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 265 increasing their positions, 194 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
585
Holders Change
-3
Holders Change %
-0.51%
% of All Funds
8.46%
Holding in Top 10
50
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.04%
% of All Funds
0.72%
New
49
Increased
265
Reduced
194
Closed
44
Calls
$5K
Puts
–
Net Calls
+$5K
Net Calls Change
+$82K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$197M
2
CST
2
Charles Schwab Trust
Nevada
$138M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$301M
4
AIA
4
Alera Investment Advisors
Illinois
$30.7M
5
OWA
5
One Wealth Advisors
California
$17.8M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
FWP
2
FAS Wealth Partners
Kansas
$385K
3
ML
3
McAdam LLC
Pennsylvania
$67.7M
4
AP
4
Advisors Preferred
Maryland
$0
5
APP
5
Avantax Planning Partners
Iowa
$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
226
Corrigan Financial
Rhode Island
$1.59M -$269K -11,306 -14%
RTL
227
Red Tortoise LLC
Georgia
$1.56M +$10.7K +452 +0.7%
LIM
228
Lathrop Investment Management
Arkansas
$1.54M +$208K +8,744 +16%
PAG
229
Private Advisor Group
New Jersey
$1.53M +$419K +17,618 +38%
SPL
230
Smart Portfolios LLC
Washington
$1.53M – – –
LA
231
LVW Advisors
New York
$1.53M +$159K +6,700 +12%
WIA
232
World Investment Advisors
California
$1.52M -$12.4K -520 -0.8%
TCA
233
Transcend Capital Advisors
New Jersey
$1.52M +$16.1K +678 +1%
HIF
234
Hill Island Financial
Michigan
$1.51M -$5.47K -230 -0.4%
MFG
235
Merit Financial Group
Georgia
$1.5M -$7.02M -295,588 -82%
GLLW
236
Graves Light Lenhart Wealth
Virginia
$1.48M +$238 +10 +0%
OPS
237
Orion Portfolio Solutions
Nebraska
$1.45M +$647K +27,210 +80%
BCI
238
Brinker Capital Investments
Pennsylvania
$1.45M +$647K +27,210 +80%
CCFM
239
Clear Creek Financial Management
Washington
$1.45M +$184K +7,738 +14%
FF
240
Farnam Financial
Arizona
$1.45M +$1.45M +61,058 New
FA
241
Faithward Advisors
Pennsylvania
$1.44M -$389K -16,374 -21%
RIA
242
Regal Investment Advisors
Michigan
$1.44M +$107K +4,498 +8%
BWM
243
Blossom Wealth Management
California
$1.41M +$50.7K +2,134 +4%
SIM
244
Sterling Investment Management
Arizona
$1.41M +$4.56K +192 +0.3%
CFA
245
Cahill Financial Advisors
Minnesota
$1.4M +$333 +14 +0%
LA
246
LexAurum Advisors
Kansas
$1.4M +$4.23K +178 +0.3%
AWA
247
Alaska Wealth Advisors
Alaska
$1.39M -$64.6K -2,718 -4%
OFS
248
OMC Financial Services
New York
$1.39M – – –
AWC
249
Adamsbrown Wealth Consultants
Kansas
$1.39M +$133K +5,586 +11%
CF
250
Centaurus Financial
California
$1.37M +$1.11M +46,912 +441%
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