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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 %
VWM
326
Vermillion Wealth Management
Minnesota
$840K +$840K +37,011 New
CCG
327
Catalina Capital Group
California
$837K +$71.7K +3,160 +9%
AWA
328
Aletheian Wealth Advisors
Washington
$821K +$23 +1 +0%
LA
329
Latitude Advisors
Florida
$815K +$56.5K +2,491 +7%
SIAG
330
Signet Investment Advisory Group
Rhode Island
$814K +$34.6K +1,525 +4%
RW
331
Ridgeline Wealth
Arizona
$809K +$809K +35,622 New
JWS
332
Juncture Wealth Strategies
Arizona
$802K -$16.8K -738 -2%
Stifel Financial
333
Stifel Financial
Missouri
$781K +$99.2K +4,371 +15%
GCA
334
Gradient Capital Advisors
California
$778K -$61.8K -2,721 -7%
BCWM
335
Bartlett & Co Wealth Management
Ohio
$778K -$213K -9,382 -22%
DLCIG
336
D.L. Carlson Investment Group
New Hampshire
$773K -$12.2K -536 -2%
RC
337
Roundview Capital
New Jersey
$769K -$56.5K -2,487 -7%
SFS
338
Sowell Financial Services
Arkansas
$767K -$28.2K -1,244 -4%
EWM
339
Endowment Wealth Management
Wisconsin
$763K -$22.4K -986 -3%
BIA
340
Bigelow Investment Advisors
Maine
$758K -$413K -18,210 -35%
FMWA
341
Forvis Mazars Wealth Advisors
Missouri
$754K -$131K -5,771 -15%
O3W
342
Omni 360 Wealth
New Jersey
$741K +$47.2K +2,079 +7%
RFA
343
Resurgent Financial Advisors
Georgia
$728K +$321K +14,149 +79%
AA
344
Armis Advisers
Georgia
$722K +$722K +31,826 New
Focus Partners Wealth
345
Focus Partners Wealth
Massachusetts
$720K -$68.9K -3,037 -9%
EFG
346
Ethos Financial Group
Pennsylvania
$715K -$8.26M -363,989 -92%
JWA
347
JFS Wealth Advisors
Pennsylvania
$711K -$159K -7,012 -18%
EWA
348
EP Wealth Advisors
California
$710K -$26.4K -1,165 -4%
LEFP
349
Leading Edge Financial Planning
Tennessee
$704K -$1.58M -69,456 -69%
MWA
350
Merkkuri Wealth Advisors
New York
$701K +$149K +6,546 +27%
12 13
14
15 16