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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

627 hedge funds and large institutions have $4.71B invested in Schwab US Aggregate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 263 increasing their positions, 211 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
627
Holders Change
+42
Holders Change %
+7.18%
% of All Funds
8.35%
Holding in Top 10
57
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14%
% of All Funds
0.76%
New
99
Increased
263
Reduced
211
Closed
44
Calls
$5K
Puts
$34K
Net Calls
-$29K
Net Calls Change
-$34K

Top Buyers

1
OIA
1
OneDigital Investment Advisors
Kansas
$96.4M
2
Bank of America
2
Bank of America
North Carolina
$43.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$91.5M
4
RIM
4
Rockbridge Investment Management
New York
$142M
5
FPAS
5
Focus Partners Advisor Solutions
Missouri
$12M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$988M
2
ZRP
2
Zynergy Retirement Planning
New Jersey
$26.7M
3
TF
3
Theory Financial
Colorado
$30.1M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$24.7M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$266M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIG
226
Bush Investment Group
Georgia
$1.85M +$108K +4,755 +6%
NB
227
NBT Bank
New York
$1.84M -$17.9K -790 -1%
UF
228
Univest Financial
Pennsylvania
$1.78M +$1.5M +65,988 +529%
PMG
229
ProVise Management Group
Florida
$1.74M -$204K -8,965 -10%
Lido Advisors
230
Lido Advisors
California
$1.73M +$788K +34,734 +83%
BL
231
BCWM LLC
Kansas
$1.72M +$1.72M +75,697 New
RIA
232
Regal Investment Advisors
Michigan
$1.72M +$342K +15,071 +25%
CTWM
233
Cherry Tree Wealth Management
Minnesota
$1.71M -$1.73K -76 -0.1%
LIM
234
Lathrop Investment Management
Arkansas
$1.7M +$232K +10,200 +16%
RFG
235
Range Financial Group
Oregon
$1.69M +$1.69M +74,273 New
SWM
236
SeaCrest Wealth Management
New York
$1.68M -$98.6K -4,342 -6%
NL
237
NWAM LLC
Washington
$1.68M -$114K -5,001 -6%
HWA
238
HHM Wealth Advisors
Tennessee
$1.67M +$9.01K +397 +0.5%
EFM
239
Eley Financial Management
Vermont
$1.67M +$96.4K +4,247 +6%
WA
240
WBH Advisory
Maryland
$1.66M -$56.3K -2,479 -3%
LA
241
LVW Advisors
New York
$1.66M +$205K +9,027 +14%
AI
242
Atria Investments
North Carolina
$1.64M -$1.18M -52,193 -42%
Natixis Advisors
243
Natixis Advisors
Massachusetts
$1.64M +$185K +8,148 +13%
CMBA
244
C.M. Bidwell & Associates
Hawaii
$1.63M +$57.4K +2,527 +4%
RTL
245
Red Tortoise LLC
Georgia
$1.6M +$116K +5,091 +8%
CF
246
Corrigan Financial
Rhode Island
$1.52M -$1.18K -52 -0.1%
AW
247
Avion Wealth
Texas
$1.51M +$227K +10,023 +18%
PAG
248
Private Advisor Group
New Jersey
$1.5M +$38.2K +1,684 +3%
FF
249
Farnam Financial
Arizona
$1.49M +$108K +4,763 +8%
BWM
250
Blossom Wealth Management
California
$1.49M +$145K +6,389 +11%
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