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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 %
MWM
276
Modera Wealth Management
New Jersey
$1.26M – – –
SFA
277
Seneca Financial Advisors
New York
$1.26M +$184K +8,124 +17%
FA
278
Faithward Advisors
Pennsylvania
$1.23M -$142K -6,242 -10%
WAL
279
W Advisors LLC
Tennessee
$1.23M +$5.61K +247 +0.5%
SAW
280
Signal Advisors Wealth
Michigan
$1.22M -$428K -18,848 -26%
MWM
281
Maripau Wealth Management
Indiana
$1.22M -$414K -18,256 -25%
CFA
282
Cahill Financial Advisors
Minnesota
$1.21M -$121K -5,336 -9%
AAP
283
Arax Advisory Partners
Colorado
$1.19M +$1.19M +52,498 New
TCM
284
Twele Capital Management
Minnesota
$1.17M -$18.3K -807 -2%
OFG
285
Orcam Financial Group
California
$1.16M -$23.4K -1,029 -2%
AWA
286
Arete Wealth Advisors
Illinois
$1.14M +$45.5K +2,005 +4%
CFS
287
Coordinated Financial Services
Colorado
$1.13M +$1.13M +49,640 New
BFA
288
Beacon Financial Advisory
Ohio
$1.06M +$161K +7,088 +18%
FFA
289
Farther Finance Advisors
California
$1.05M +$2.66K +117 +0.3%
KJWM
290
Kiley Juergens Wealth Management
Washington
$1.05M +$501K +22,070 +92%
ASN
291
Advisory Services Network
Georgia
$1.05M +$89.4K +3,939 +9%
VWA
292
VERITY Wealth Advisors
United States
$1.04M +$2.04K +90 +0.2%
USCWA
293
U.S. Capital Wealth Advisors
Texas
$1.04M +$9.01K +397 +0.9%
HP
294
Haven Private
Florida
$1.03M +$1.03M +45,442 New
TC
295
TownSquare Capital
Utah
$1.01M +$227K +9,983 +29%
PCIA
296
Prime Capital Investment Advisors
Kansas
$1.01M -$11.2K -492 -1%
GWWM
297
Great Waters Wealth Management
Minnesota
$1.01M -$110K -4,848 -10%
BC
298
Bowman & Company
Wisconsin
$1.01M -$15.8K -695 -2%
HWM
299
Hobbs Wealth Management
Indiana
$1,000K +$1,000K +44,047 New
PEA
300
Park Edge Advisors
Ohio
$998K +$654K +28,804 +190%
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12
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