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 %
SPW
351
Sonoma Private Wealth
California
$586K +$55.6K +2,338 +10%
AL
352
Aspiriant LLC
California
$583K – – –
MWA
353
Merkkuri Wealth Advisors
New York
$578K +$189K +7,944 +49%
D
354
Dentgroup
Louisiana
$572K -$14.3K -602 -2%
KJWM
355
Kiley Juergens Wealth Management
Washington
$571K -$38K -1,600 -6%
LGG
356
Luts & Greenleigh Group
Maryland
$567K -$52.4K -2,206 -8%
DAS
357
Dynamic Advisor Solutions
Arizona
$561K +$151K +6,346 +37%
SAM
358
Sawgrass Asset Management
Florida
$550K – – –
OP
359
ORG Partners
Indiana
$542K -$4.16M -175,180 -88%
Truist Financial
360
Truist Financial
North Carolina
$539K +$8.6K +362 +2%
RJA
361
Raymond James & Associates
Florida
$536K +$197K +8,278 +58%
OCM
362
One Capital Management
California
$527K -$16.2K -682 -3%
FA
363
FDx Advisors
Illinois
$518K -$15.7K -662 -3%
CWM
364
Cahaba Wealth Management
Georgia
$518K +$4.9K +206 +1%
PFA
365
Pure Financial Advisors
California
$515K -$11.6K -490 -2%
FA
366
Fermata Advisors
California
$513K +$92.8K +3,906 +22%
VCM
367
Versant Capital Management
Arizona
$513K +$4.47K +188 +0.9%
AIP
368
Ameritas Investment Partners
Nebraska
$512K -$3.99K -168 -0.8%
LWMT
369
Legacy Wealth Management (Tennessee)
Tennessee
$512K -$89.3K -3,758 -15%
HKIMG
370
Hutchens & Kramer Investment Management Group
Indiana
$510K +$510K +21,448 New
KPWS
371
Kestra Private Wealth Services
Texas
$509K +$3.66K +154 +0.7%
MCA
372
MSH Capital Advisors
Arizona
$501K +$152K +6,390 +43%
CIC
373
Carnegie Investment Counsel
Ohio
$501K – – –
Fidelity Investments
374
Fidelity Investments
Massachusetts
$497K +$490K +20,608 +6,779%
NHFG
375
New Harbor Financial Group
Massachusetts
$497K – – –
13 14
15
16 17