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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 %
MCCP
301
Mission Creek Capital Partners
California
$990K -$27.7K -1,220 -3%
CTC
302
Central Trust Company
Missouri
$988K +$195K +8,570 +25%
CIC
303
Carnegie Investment Counsel
Ohio
$968K +$489K +21,560 +102%
BWA
304
Burt Wealth Advisors
Maryland
$967K -$97.6K -4,300 -9%
AA
305
Alesco Advisors
New York
$954K -$69.8K -3,077 -7%
SC
306
Shearwater Capital
Colorado
$949K -$68 -3 -0%
KF
307
K2 Financial
California
$934K +$934K +41,570 New
SAG
308
SageView Advisory Group
California
$929K -$173K -7,609 -16%
BWM
309
BCS Wealth Management
Tennessee
$917K +$917K +40,380 New
PFA
310
Pinnacle Family Advisors
Missouri
$903K +$32.9K +1,451 +4%
MF
311
Manchester Financial
California
$898K -$165K -7,286 -16%
NA
312
Novus Advisors
South Carolina
$893K +$893K +39,345 New
Empower Advisory Group
313
Empower Advisory Group
Colorado
$890K -$1.32K -58 -0.1%
HFO
314
Heritage Family Offices
Arizona
$885K +$187K +8,245 +27%
WCM
315
WealthTrak Capital Management
Virginia
$884K +$884K +38,963 New
CIC
316
Cutler Investment Counsel
Oregon
$883K +$254K +11,168 +40%
IA
317
IFG Advisory
Georgia
$869K -$40.1K -1,768 -4%
CIP
318
Capital Insight Partners
Arizona
$866K +$100K +4,404 +13%
Wells Fargo
319
Wells Fargo
California
$864K +$277K +12,196 +47%
BFG
320
Beacon Financial Group
Texas
$854K +$341 +15 +0%
ZF
321
Zhang Financial
Michigan
$854K -$31.7K -1,398 -4%
FI
322
FIDELIS iM
Oregon
$848K – – –
AFP
323
Ausdal Financial Partners
Iowa
$847K +$167K +7,372 +25%
US Bancorp
324
US Bancorp
Minnesota
$844K -$12.8K -566 -1%
WFC
325
Western Financial Corp
California
$841K -$172K -7,588 -17%
11 12
13
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