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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 %
CA
351
CWC Advisors
Oregon
$689K -$30.1K -1,327 -4%
SPW
352
Sonoma Private Wealth
California
$685K +$125K +5,526 +22%
SFA
353
Semmax Financial Advisors
North Carolina
$685K -$616K -26,991 -47%
BAMG
354
Brand Asset Management Group
Missouri
$684K +$38.4K +1,690 +6%
MWP
355
Meridian Wealth Partners
Pennsylvania
$672K +$590 +26 +0.1%
KWM
356
Kingsview Wealth Management
Oregon
$667K -$122K -5,367 -15%
AOWM
357
Alpha Omega Wealth Management
Virginia
$651K -$25.2K -1,110 -4%
CPIG
358
Chicago Partners Investment Group
Illinois
$650K -$637K -28,172 -49%
SA
359
Sovran Advisors
California
$644K +$644K +28,644 New
Royal Bank of Canada
360
Royal Bank of Canada
Ontario, Canada
$641K -$42.2K -1,860 -6%
RFP
361
RCS Financial Planning
Maryland
$641K +$244K +10,729 +61%
EFG
362
Embree Financial Group
Illinois
$638K -$216K -9,506 -25%
LAIC
363
Lederer & Associates Investment Counsel
California
$632K +$568 +25 +0.1%
VWA
364
Visionary Wealth Advisors
Illinois
$631K -$25.9K -1,141 -4%
TPCW
365
TD Private Client Wealth
New York
$630K +$630K +27,752 New
BFG
366
Bleakley Financial Group
New Jersey
$622K +$622K +27,396 New
IWM
367
IHT Wealth Management
Illinois
$613K -$403K -17,754 -40%
BRWA
368
B. Riley Wealth Advisors
Florida
$610K -$19.6K -863 -3%
AIM
369
AHL Investment Management
Florida
$596K +$217K +9,545 +57%
ZIM
370
Zacks Investment Management
Illinois
$594K +$157K +6,923 +36%
SDWMA
371
Schneider Downs Wealth Management Advisors
Pennsylvania
$592K -$11.2K -495 -2%
SFA
372
Sequoia Financial Advisors
Ohio
$588K -$196K -8,637 -25%
LFS
373
Legacy Financial Strategies
Kansas
$574K +$7.52K +331 +1%
LFA
374
Laraway Financial Advisors
Minnesota
$573K -$5.74K -253 -1%
KLI
375
Kelman-Lazarov Inc
Tennessee
$570K -$5.52K -243 -1%
13 14
15
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