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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 %
WS
451
Wedbush Securities
California
$254K – – –
KWM
452
Keebeck Wealth Management
Illinois
$251K – – –
NA
453
NewEdge Advisors
Louisiana
$247K +$228K +9,604 +1,238%
1WM
454
1900 Wealth Management
Texas
$246K -$135K -5,682 -35%
ALWM
455
Andrews Lucia Wealth Management
California
$246K – – –
SAI
456
Savvy Advisors Inc
New York
$245K -$52.4K -2,204 -18%
MCM
457
Maple Capital Management
Vermont
$245K -$151K -6,374 -38%
CFS
458
Cannon Financial Strategists
Georgia
$241K – – –
KWA
459
Kingswood Wealth Advisors
California
$238K +$238K +10,034 New
Corient Private Wealth
460
Corient Private Wealth
Florida
$235K – – –
RW
461
REDW Wealth
New Mexico
$235K – – –
IFA
462
Index Fund Advisors
California
$234K -$475 -20 -0.2%
OIA
463
Optimum Investment Advisors
Illinois
$231K +$1.9K +80 +0.8%
QCMNJ
464
Quantum Capital Management (New Jersey)
New Jersey
$230K -$22.5K -946 -9%
CCA
465
Clearwater Capital Advisors
Illinois
$228K -$5.56K -234 -2%
LWL
466
Leo Wealth LLC
Texas
$225K +$225K +9,486 New
WWM
467
WT Wealth Management
Arizona
$225K +$225K +19,286 New
BCM
468
Barden Capital Management
Texas
$224K – – –
BMCM
469
Burns Matteson Capital Management
New York
$222K -$119K -4,988 -35%
WAM
470
WNY Asset Management
New York
$220K -$80K -3,366 -27%
BDF
471
Black Diamond Financial
Maryland
$218K – – –
ACM
472
AlphaStar Capital Management
North Carolina
$217K -$60.3K -2,536 -22%
SA
473
SRH Advisors
Kansas
$216K – – –
PFS
474
Prospera Financial Services
Texas
$210K -$12.5K -524 -6%
IA
475
Inspire Advisors
Idaho
$210K +$210K +8,826 New
17 18
19
20 21