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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 %
GWM
376
GSB Wealth Management
Connecticut
$569K -$326K -14,363 -36%
PCWA
377
Pacific Capital Wealth Advisors
California
$567K – – –
AL
378
Aspiriant LLC
California
$557K – – –
LCM
379
Liberty Capital Management
Michigan
$557K -$16.1K -710 -3%
TSS
380
Two Sigma Securities
New York
$551K +$551K +24,263 New
IAA
381
Independent Advisor Alliance
North Carolina
$549K +$549K +24,184 New
D
382
Dentgroup
Louisiana
$547K +$772 +34 +0.1%
LWMT
383
Legacy Wealth Management (Tennessee)
Tennessee
$542K +$53.7K +2,364 +11%
HKIMG
384
Hutchens & Kramer Investment Management Group
Indiana
$542K +$55.3K +2,436 +11%
LGG
385
Luts & Greenleigh Group
Maryland
$542K +$136 +6 +0%
PFA
386
Pure Financial Advisors
California
$542K +$50.1K +2,206 +10%
MCA
387
MSH Capital Advisors
Arizona
$526K +$46.9K +2,064 +10%
WFS
388
WealthGarden F.S.
California
$520K +$176K +7,774 +51%
QC
389
Quadrature Capital
United Kingdom
$519K +$519K +22,869 New
AIP
390
Ameritas Investment Partners
Nebraska
$518K +$28.7K +1,266 +6%
GWM
391
Geneos Wealth Management
Colorado
$507K -$164K -7,209 -24%
OCM
392
One Capital Management
California
$504K – – –
CWM
393
Cahaba Wealth Management
Georgia
$501K +$6.58K +290 +1%
GWM
394
GK Wealth Management
Nevada
$500K +$500K +22,030 New
KPWS
395
Kestra Private Wealth Services
Texas
$494K +$7.58K +334 +2%
AA
396
Advisory Alpha
Michigan
$479K -$164K -7,223 -26%
Truist Financial
397
Truist Financial
North Carolina
$477K -$38.6K -1,700 -7%
NHFG
398
New Harbor Financial Group
Massachusetts
$474K – – –
FFO
399
Fiduciary Family Office
Florida
$474K +$474K +20,900 New
VCM
400
Versant Capital Management
Arizona
$474K -$16.7K -737 -3%
14 15
16
17 18