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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 %
W
376
WealthCollab
Washington
$490K – – –
RRCM
377
Rappaport Reiches Capital Management
Illinois
$489K -$51K -2,148 -9%
RGF
378
Retirement Guys Formula
Ohio
$484K +$13.2K +554 +3%
FEM
379
Fulcrum Equity Management
Texas
$484K -$102K -4,294 -17%
BPWM
380
Badgley Phelps Wealth Managers
Washington
$477K +$1.66K +70 +0.4%
LAM
381
Lewis Asset Management
California
$467K +$1.28K +54 +0.3%
CAL
382
Capital Advisors Ltd
Ohio
$467K – – –
FC
383
Financial Consulate
Maryland
$467K – – –
ACA
384
American Capital Advisory
Idaho
$467K -$333 -14 -0.1%
AHC
385
Anderson Hoagland & Co
Missouri
$466K -$139K -5,936 -23%
IPA
386
Investment Planning Advisors
Georgia
$466K – – –
WPC
387
Wedmont Private Capital
Pennsylvania
$458K -$30.8K -1,318 -6%
ZIM
388
Zacks Investment Management
Illinois
$457K +$3.09K +130 +0.7%
SPWG
389
Syntegra Private Wealth Group
Missouri
$456K -$5.94K -250 -1%
HCP
390
Hardin Capital Partners
South Carolina
$450K +$1.41K +60 +0.3%
GWA
391
Geometric Wealth Advisors
District of Columbia
$445K +$76.2K +3,208 +21%
DIS
392
Diversified Investment Strategies
Louisiana
$443K – – –
HSA
393
HBK Sorce Advisory
Pennsylvania
$436K -$210K -8,818 -32%
QCG
394
Quadrant Capital Group
Ohio
$435K -$18.8K -792 -4%
MOS
395
MGO One Seven
Ohio
$434K +$101K +4,246 +30%
WA
396
Wealth Alliance
New York
$433K -$20.8K -874 -5%
WFS
397
Walker Financial Services
Kentucky
$433K -$41.6K -1,752 -9%
JF
398
Joule Financial
Kentucky
$430K -$15.5K -654 -3%
RFA
399
Resurgent Financial Advisors
Georgia
$426K +$191K +8,024 +81%
Mirae Asset Global Investments
400
Mirae Asset Global Investments
South Korea
$423K +$22.9K +960 +6%
14 15
16
17 18