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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 %
RC
301
Roundview Capital
New Jersey
$864K -$9.65K -406 -1%
AWA
302
Aletheian Wealth Advisors
Washington
$860K -$48 -2 -0%
JWS
303
Juncture Wealth Strategies
Arizona
$857K -$37.4K -1,574 -4%
Prudential Financial
304
Prudential Financial
New Jersey
$853K -$174K -7,306 -17%
WFAG
305
Worth Financial Advisory Group
North Carolina
$848K +$78.9K +3,320 +10%
SFS
306
Sowell Financial Services
Arkansas
$833K -$16.2K -680 -2%
CTC
307
Central Trust Company
Missouri
$830K – – –
Focus Partners Wealth
308
Focus Partners Wealth
Massachusetts
$826K +$826K +34,766 New
KWM
309
Kingsview Wealth Management
Oregon
$826K +$4.04K +170 +0.5%
EWM
310
Endowment Wealth Management
Wisconsin
$822K +$2.95K +124 +0.4%
DLCIG
311
D.L. Carlson Investment Group
New Hampshire
$822K +$5.8K +244 +0.7%
SFA
312
Sequoia Financial Advisors
Ohio
$821K -$45.1K -1,898 -5%
TC
313
TownSquare Capital
Utah
$819K -$245K -10,310 -23%
SIAG
314
Signet Investment Advisory Group
Rhode Island
$816K -$38.8K -1,634 -5%
CIP
315
Capital Insight Partners
Arizona
$802K +$78.5K +3,304 +11%
CCG
316
Catalina Capital Group
California
$801K -$54.6K -2,300 -6%
LA
317
Latitude Advisors
Florida
$794K +$131K +5,502 +20%
EWA
318
EP Wealth Advisors
California
$771K +$771K +32,456 New
KHCM
319
Kirtland Hills Capital Management
Ohio
$761K +$761K +1,521,548 New
Natixis Advisors
320
Natixis Advisors
Massachusetts
$760K +$44K +3,704 +6%
CA
321
CWC Advisors
Oregon
$753K +$753K +31,682 New
WWM
322
Western Wealth Management
Colorado
$740K +$392K +16,518 +113%
PSCM
323
Per Stirling Capital Management
Texas
$739K +$16.7K +702 +2%
HFO
324
Heritage Family Offices
Arizona
$730K +$141K +5,924 +24%
O3W
325
Omni 360 Wealth
New Jersey
$726K -$68.2K -2,872 -9%
11 12
13
14 15