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 %
RRCM
426
Rappaport Reiches Capital Management
Illinois
$403K -$64.7K -2,849 -14%
DBRC
427
D.B. Root & Company
Pennsylvania
$402K +$499 +22 +0.1%
EWA
428
EverSource Wealth Advisors
Alabama
$396K -$5.81K -256 -1%
ACA
429
Aptus Capital Advisors
Alabama
$394K +$388K +17,099 +6,526%
OP
430
ORG Partners
Indiana
$393K -$125K -5,507 -24%
HOWA
431
Heritage Oak Wealth Advisors
Florida
$392K +$392K +17,264 New
SL
432
SWMG LLC
Texas
$385K -$383K -16,819 -50%
RWM
433
RBA Wealth Management
California
$380K -$24.1K -1,060 -6%
CF
434
Centaurus Financial
California
$375K -$931K -41,034 -71%
P
435
&Partners
Tennessee
$374K +$374K +16,509 New
CMP
436
Courage Miller Partners
Virginia
$374K -$1.32K -58 -0.4%
NDSI
437
Newman Dignan & Sheerar Inc
Rhode Island
$373K -$396K -17,428 -51%
PAG
438
Powers Advisory Group
Illinois
$373K +$3.84K +169 +1%
MMCM
439
Murphy & Mullick Capital Management
New York
$368K +$368K +16,228 New
KWA
440
Kingswood Wealth Advisors
California
$368K +$140K +6,162 +61%
RF
441
RHS Financial
California
$360K +$3.22K +142 +0.9%
WA
442
Wealth Alliance
New York
$359K -$54K -2,381 -13%
PWG
443
Portside Wealth Group
Utah
$355K -$6.4K -282 -2%
ACA
444
American Capital Advisory
Idaho
$354K -$91.8K -4,042 -21%
Comerica Bank
445
Comerica Bank
Texas
$353K +$267K +11,780 +314%
AIMC
446
Alley Investment Management Company
Illinois
$347K +$13.6K +600 +4%
NA
447
Note Advisors
New York
$345K +$345K +15,214 New
ACP
448
Aveo Capital Partners
Colorado
$336K +$73.5K +3,236 +28%
LAM
449
Lewis Asset Management
California
$333K -$114K -5,015 -26%
GSEP
450
Golden State Equity Partners
California
$330K +$330K +14,550 New
16 17
18
19 20