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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 %
CL
451
Choreo LLC
Illinois
$324K +$3.36K +148 +1%
JWBC
452
J.W. Burns & Co
New York
$318K – – –
TIAA Trust, National Association
453
TIAA Trust, National Association
North Carolina
$317K – – –
BJL
454
Brighton Jones LLC
Washington
$317K +$317K +13,975 New
KFGG
455
Keystone Financial Group (Georgia)
Georgia
$315K +$315K +13,858 New
MOS
456
MGO One Seven
Ohio
$308K -$107K -4,711 -26%
CPRC
457
Consolidated Portfolio Review Corp
New York
$307K +$1.04K +46 +0.3%
OAP
458
One Advisory Partners
Kansas
$307K – – –
GI
459
GS Investments
Minnesota
$307K -$17.5K -772 -5%
OWM
460
Opes Wealth Management
California
$302K -$77.1K -3,396 -20%
PIFP
461
Partners in Financial Planning
Virginia
$301K -$11.8K -518 -4%
SL
462
Sentinus LLC
Illinois
$298K -$86.8K -3,824 -23%
SOS
463
Silver Oak Securities
Tennessee
$295K +$295K +12,985 New
BH
464
Burk Holdings
Oklahoma
$292K +$292K +12,862 New
NA
465
NewEdge Advisors
Louisiana
$291K +$55K +2,421 +23%
PA
466
PFG Advisors
Arizona
$287K -$37.5K -1,650 -12%
PSCM
467
Per Stirling Capital Management
Texas
$286K -$420K -18,495 -59%
NG
468
Novem Group
New York
$283K +$283K +12,465 New
RW
469
Regimen Wealth
Georgia
$282K +$9.35K +412 +3%
CW
470
Code Waechter
Florida
$282K -$749 -33 -0.3%
CWM
471
Certus Wealth Management
California
$280K – – –
AQR Capital Management
472
AQR Capital Management
Connecticut
$278K +$87.2K +3,840 +46%
CPA
473
Cardiff Park Advisors
California
$275K +$3.56K +157 +1%
EK
474
Evensky & Katz
Florida
$273K +$2.95K +130 +1%
AP
475
Americana Partners
Texas
$269K +$269K +11,837 New
17 18
19
20 21