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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 %
JWBC
426
J.W. Burns & Co
New York
$333K – – –
TIAA Trust, National Association
427
TIAA Trust, National Association
North Carolina
$332K – – –
AFS
428
Access Financial Services
Minnesota
$332K – – –
PIFP
429
Partners in Financial Planning
Virginia
$328K -$13.2K -556 -4%
OAP
430
One Advisory Partners
Kansas
$321K -$30.9K -1,302 -9%
CPRC
431
Consolidated Portfolio Review Corp
New York
$321K -$61.8K -2,600 -16%
FCIM
432
Fairview Capital Investment Management
California
$314K +$26.1K +1,100 +9%
CIA
433
Concurrent Investment Advisors
Florida
$303K +$303K +12,762 New
SW
434
Simplicity Wealth
New Jersey
$298K -$135K -5,674 -31%
PS
435
Principal Securities
Iowa
$297K +$125K +5,260 +73%
UF
436
Univest Financial
Pennsylvania
$296K +$296K +12,472 New
CW
437
Code Waechter
Florida
$295K +$295K +12,436 New
TYCC
438
Texas Yale Capital Corp
Florida
$294K – – –
CWM
439
Certus Wealth Management
California
$291K – – –
RW
440
Regimen Wealth
Georgia
$286K +$2.71K +114 +1%
CPA
441
Cardiff Park Advisors
California
$284K +$2.71K +114 +1%
EK
442
Evensky & Katz
Florida
$283K -$24.9K -1,048 -8%
MCM
443
MidAtlantic Capital Management
Virginia
$280K -$2.23K -94 -0.8%
ACP
444
Aveo Capital Partners
Colorado
$275K +$47.7K +2,008 +21%
Betterment LLC
445
Betterment LLC
New York
$275K -$761K -31,986 -73%
AWA
446
Acorn Wealth Advisors
Michigan
$272K – – –
SWG
447
Summit Wealth Group
Vermont
$271K -$14.1K -594 -5%
SFA
448
Souders Financial Advisors
Ohio
$267K -$11K -464 -4%
WF
449
Whelan Financial
California
$266K -$5.8K -244 -2%
AAS
450
Ameritas Advisory Services
Nebraska
$259K -$59K -2,482 -19%
16 17
18
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