SCHZ icon

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 %
SFP
401
Sherwood Financial Partners
California
$473K +$473K +20,827 New
SAM
402
Sawgrass Asset Management
Florida
$468K -$57.4K -2,530 -11%
IPA
403
Investment Planning Advisors
Georgia
$468K +$3.95K +174 +0.9%
GWA
404
Geometric Wealth Advisors
District of Columbia
$466K +$40.6K +1,789 +10%
MHB
405
Midwest Heritage Bank
Iowa
$453K -$134K -5,901 -23%
ECM
406
Exchange Capital Management
Michigan
$452K -$728K -32,078 -62%
RGF
407
Retirement Guys Formula
Ohio
$450K -$12.2K -537 -3%
FC
408
Financial Consulate
Maryland
$446K – – –
CAL
409
Capital Advisors Ltd
Ohio
$446K – – –
FEM
410
Fulcrum Equity Management
Texas
$445K -$17.5K -771 -4%
W
411
WealthCollab
Washington
$443K -$25.9K -1,142 -6%
WPC
412
Wedmont Private Capital
Pennsylvania
$441K – – –
BPWM
413
Badgley Phelps Wealth Managers
Washington
$439K -$16.1K -710 -4%
HCP
414
Hardin Capital Partners
South Carolina
$437K +$1.07K +47 +0.2%
SPWG
415
Syntegra Private Wealth Group
Missouri
$431K -$4.88K -215 -1%
DIS
416
Diversified Investment Strategies
Louisiana
$423K – – –
FA
417
FDx Advisors
Illinois
$420K -$75.5K -3,326 -15%
FA
418
Fermata Advisors
California
$418K -$72.3K -3,186 -15%
HSA
419
HBK Sorce Advisory
Pennsylvania
$417K -$23 -1 -0%
FWP
420
FAS Wealth Partners
Kansas
$416K +$47.9K +2,108 +13%
WFS
421
Walker Financial Services
Kentucky
$411K -$2.7K -119 -0.7%
MWG
422
Martin Worley Group
Utah
$410K +$410K +18,068 New
JF
423
Joule Financial
Kentucky
$404K -$7.04K -310 -2%
OPWM
424
Oregon Pacific Wealth Management
Oregon
$403K +$403K +17,767 New
AC
425
Attessa Capital
Arizona
$403K +$403K +17,760 New
15 16
17
18 19