SCHZ icon

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 %
Royal Bank of Canada
326
Royal Bank of Canada
Ontario, Canada
$716K -$62.3K -2,620 -8%
Stifel Financial
327
Stifel Financial
Missouri
$713K -$780K -32,826 -52%
AFP
328
Ausdal Financial Partners
Iowa
$711K +$27.2K +1,144 +4%
AOWM
329
Alpha Omega Wealth Management
Virginia
$708K +$1.38K +58 +0.2%
RPSA
330
Richard P. Slaughter Associates
Texas
$708K -$365K -15,342 -34%
MWP
331
Meridian Wealth Partners
Pennsylvania
$703K -$5.04K -212 -0.7%
GWM
332
Geneos Wealth Management
Colorado
$702K -$21K -882 -3%
VWA
333
Visionary Wealth Advisors
Illinois
$688K -$69.5K -2,926 -9%
CCA
334
Cobblestone Capital Advisors
New York
$684K +$1.19K +50 +0.2%
BAMG
335
Brand Asset Management Group
Missouri
$676K +$6.27K +264 +0.9%
AA
336
Advisory Alpha
Michigan
$673K +$218K +9,166 +48%
LAIC
337
Lederer & Associates Investment Counsel
California
$661K +$12K +504 +2%
CPIG
338
Chicago Partners Investment Group
Illinois
$659K +$329K +28,436 +100%
CIC
339
Cutler Investment Counsel
Oregon
$658K -$137K -5,758 -17%
BRWA
340
B. Riley Wealth Advisors
Florida
$658K -$55K -2,318 -8%
SFA
341
Semmax Financial Advisors
North Carolina
$653K +$365K +31,830 +126%
SDWMA
342
Schneider Downs Wealth Management Advisors
Pennsylvania
$632K -$6.94K -292 -1%
MHB
343
Midwest Heritage Bank
Iowa
$615K -$6.84K -288 -1%
Wells Fargo
344
Wells Fargo
California
$614K +$544K +22,902 +778%
LFA
345
Laraway Financial Advisors
Minnesota
$606K -$2.8K -118 -0.5%
KLI
346
Kelman-Lazarov Inc
Tennessee
$603K +$50.8K +2,138 +9%
LCM
347
Liberty Capital Management
Michigan
$600K +$2.47K +104 +0.4%
IF
348
Intrua Financial
Texas
$596K +$2.42K +102 +0.4%
PCWA
349
Pacific Capital Wealth Advisors
California
$594K +$332K +13,984 +127%
LFS
350
Legacy Financial Strategies
Kansas
$593K +$593K +24,944 New
12 13
14
15 16