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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 %
RWM
401
RBA Wealth Management
California
$423K +$27.6K +1,160 +7%
DBRC
402
D.B. Root & Company
Pennsylvania
$420K -$35.8K -1,508 -8%
EWA
403
EverSource Wealth Advisors
Alabama
$420K +$26.7K +1,122 +7%
RFP
404
RCS Financial Planning
Maryland
$416K -$21.5K -904 -5%
SL
405
Sentinus LLC
Illinois
$403K +$2.57K +108 +0.6%
AIM
406
AHL Investment Management
Florida
$397K +$1.05K +44 +0.3%
OWM
407
Opes Wealth Management
California
$396K +$102K +4,306 +35%
CMP
408
Courage Miller Partners
Virginia
$393K – – –
NDSI
409
Newman Dignan & Sheerar Inc
Rhode Island
$391K +$125K +10,810 +47%
SL
410
SWMG LLC
Texas
$386K +$147K +12,866 +62%
PAG
411
Powers Advisory Group
Illinois
$386K +$1.66K +70 +0.4%
FWP
412
FAS Wealth Partners
Kansas
$385K -$14.7M -619,678 -97%
CFO
413
Collective Family Office
Pennsylvania
$384K +$384K +16,170 New
PWG
414
Portside Wealth Group
Utah
$379K -$166K -6,988 -30%
RF
415
RHS Financial
California
$374K -$8.51K -358 -2%
GVAG
416
Great Valley Advisor Group
Delaware
$373K -$178K -7,478 -32%
PEA
417
Park Edge Advisors
Ohio
$360K -$2.04K -86 -0.6%
WFS
418
WealthGarden F.S.
California
$360K +$25.5K +1,074 +8%
KFS
419
Kaizen Financial Strategies
California
$360K – – –
VDI
420
Vaughan David Investments
Illinois
$358K – – –
AIMC
421
Alley Investment Management Company
Illinois
$349K +$8.84K +372 +3%
HWM
422
HB Wealth Management
Georgia
$340K +$9.89K +416 +3%
GI
423
GS Investments
Minnesota
$340K -$14.3K -600 -4%
PA
424
PFG Advisors
Arizona
$339K +$760 +32 +0.2%
CL
425
Choreo LLC
Illinois
$337K +$4.29K +180 +1%
15 16
17
18 19