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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 %
RFN
251
RDA Financial Network
Iowa
$1.37M +$22.6K +950 +2%
AW
252
Avion Wealth
Texas
$1.34M -$58.4K -2,460 -4%
SWA
253
Stratos Wealth Advisors
Ohio
$1.32M -$2.12M -89,386 -62%
MWM
254
Modera Wealth Management
New Jersey
$1.32M +$5.23K +220 +0.4%
Koshinski Asset Management
255
Koshinski Asset Management
Illinois
$1.28M -$7.6K -320 -0.6%
WAL
256
W Advisors LLC
Tennessee
$1.28M -$380 -16 -0%
TCM
257
Twele Capital Management
Minnesota
$1.24M +$21.8K +918 +2%
OFG
258
Orcam Financial Group
California
$1.24M +$4.18K +176 +0.3%
SWM
259
Stockman Wealth Management
Montana
$1.24M +$65.1K +2,740 +6%
SVWG
260
Shared Vision Wealth Group
United States
$1.24M -$6.32K -266 -0.5%
ECM
261
Exchange Capital Management
Michigan
$1.24M -$48.7K -2,050 -4%
BIA
262
Bigelow Investment Advisors
Maine
$1.23M -$170K -7,150 -12%
EAM
263
Empirical Asset Management
Massachusetts
$1.2M +$4.94K +208 +0.4%
CFG
264
Cooper Financial Group
California
$1.19M +$361K +15,176 +44%
GWWM
265
Great Waters Wealth Management
Minnesota
$1.17M +$15.6K +658 +1%
SAG
266
SageView Advisory Group
California
$1.15M +$1.15M +48,516 New
AWA
267
Arete Wealth Advisors
Illinois
$1.14M +$82.6K +3,478 +8%
TNA
268
True North Advisors
Texas
$1.14M -$48.7K -2,050 -4%
SFA
269
Seneca Financial Advisors
New York
$1.12M -$18.9K -796 -2%
BWA
270
Burt Wealth Advisors
Maryland
$1.11M – – –
MF
271
Manchester Financial
California
$1.11M -$166K -6,992 -13%
FFA
272
Farther Finance Advisors
California
$1.1M +$97.1K +4,088 +10%
VWA
273
VERITY Wealth Advisors
United States
$1.09M +$1.52K +64 +0.1%
USCWA
274
U.S. Capital Wealth Advisors
Texas
$1.07M +$59K +2,484 +6%
AA
275
Alesco Advisors
New York
$1.07M -$472K -19,862 -31%
9 10
11
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