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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 %
BC
276
Bowman & Company
Wisconsin
$1.07M +$6.56K +276 +0.6%
PCIA
277
Prime Capital Investment Advisors
Kansas
$1.07M -$212K -8,910 -17%
MCCP
278
Mission Creek Capital Partners
California
$1.07M -$4.18K -176 -0.4%
IWM
279
IHT Wealth Management
Illinois
$1.06M +$403K +16,952 +61%
WFC
280
Western Financial Corp
California
$1.06M +$21.6K +908 +2%
BCWM
281
Bartlett & Co Wealth Management
Ohio
$1.04M -$164K -6,898 -14%
WAM
282
Worth Asset Management
Texas
$1.02M +$736K +30,994 +261%
SC
283
Shearwater Capital
Colorado
$993K -$16.8K -706 -2%
Lido Advisors
284
Lido Advisors
California
$989K -$114K -4,782 -10%
ASN
285
Advisory Services Network
Georgia
$960K – – –
IA
286
IFG Advisory
Georgia
$952K +$41.9K +1,764 +5%
BFA
287
Beacon Financial Advisory
Ohio
$946K +$9.65K +406 +1%
GWM
288
GSB Wealth Management
Connecticut
$937K -$20.7K -870 -2%
Empower Advisory Group
289
Empower Advisory Group
Colorado
$933K +$380 +16 +0%
ZF
290
Zhang Financial
Michigan
$927K +$92.9K +3,908 +11%
FMWA
291
Forvis Mazars Wealth Advisors
Missouri
$927K -$28.3K -1,192 -3%
SC
292
Savant Capital
Illinois
$922K -$50.6K -2,128 -5%
Squarepoint
293
Squarepoint
New York
$919K +$194K +8,156 +27%
JWA
294
JFS Wealth Advisors
Pennsylvania
$911K -$58.7K -2,472 -6%
PFA
295
Pinnacle Family Advisors
Missouri
$910K +$28.1K +1,184 +3%
US Bancorp
296
US Bancorp
Minnesota
$897K +$186K +7,826 +26%
EFG
297
Embree Financial Group
Illinois
$894K +$18.5K +780 +2%
BFG
298
Beacon Financial Group
Texas
$894K -$5.66K -238 -0.6%
FI
299
FIDELIS iM
Oregon
$887K +$887K +37,360 New
GCA
300
Gradient Capital Advisors
California
$879K -$70.6K -2,972 -7%
10 11
12
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