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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 %
CCFM
251
Clear Creek Financial Management
Washington
$1.49M +$99.8K +4,397 +7%
CAG
252
Csenge Advisory Group
Florida
$1.48M -$2.52M -110,833 -63%
OC
253
Optima Capital
Oregon
$1.48M +$1.48M +65,021 New
HIF
254
Hill Island Financial
Michigan
$1.47M +$28.1K +1,236 +2%
SPL
255
Smart Portfolios LLC
Washington
$1.46M – – –
MCM
256
Mendel Capital Management
Arkansas
$1.45M -$123K -5,417 -8%
SIM
257
Sterling Investment Management
Arizona
$1.43M +$89K +3,921 +7%
WIA
258
World Investment Advisors
California
$1.42M -$30.8K -1,358 -2%
SFMG
259
Sage Financial Management Group
Virginia
$1.41M -$318K -13,992 -18%
AWC
260
Adamsbrown Wealth Consultants
Kansas
$1.41M +$86.5K +3,811 +7%
AWA
261
Alaska Wealth Advisors
Alaska
$1.41M +$77.3K +3,406 +6%
VAF
262
Values Added Financial
District of Columbia
$1.4M +$1.4M +61,693 New
SWA
263
Stratos Wealth Advisors
Ohio
$1.37M +$101K +4,437 +8%
TCA
264
Transcend Capital Advisors
New Jersey
$1.36M -$91.9K -4,050 -6%
EAM
265
Empirical Asset Management
Massachusetts
$1.36M +$210K +9,261 +18%
OFS
266
OMC Financial Services
New York
$1.36M -$31.8K -1,400 -2%
LA
267
LexAurum Advisors
Kansas
$1.35M +$20.5K +903 +2%
MCM
268
MAI Capital Management
Ohio
$1.34M +$1.34M +58,872 New
ISFAN
269
Investor's Fiduciary Advisor Network
Washington
$1.33M +$1.33M +58,647 New
KFS
270
Kaizen Financial Strategies
California
$1.32M +$980K +43,154 +285%
GLLW
271
Graves Light Lenhart Wealth
Virginia
$1.32M -$93.3K -4,108 -7%
Susquehanna International Group
272
Susquehanna International Group
Pennsylvania
$1.32M +$1.32M +57,936 New
SVWG
273
Shared Vision Wealth Group
United States
$1.29M +$106K +4,670 +9%
NRI
274
NFP Retirement Inc
California
$1.27M -$1.18M -52,049 -48%
SWM
275
Stockman Wealth Management
Montana
$1.27M +$80.5K +3,548 +7%
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11
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