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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 %
TCM
26
Towercrest Capital Management
Pennsylvania
$26.2M +$400K +16,834 +2%
AWMG
27
Alliance Wealth Management Group
New Jersey
$26.1M +$400K +16,834 +2%
PWMG
28
Pioneer Wealth Management Group
Texas
$26M +$10.2M +428,628 +65%
Morgan Stanley
29
Morgan Stanley
New York
$25.7M +$888K +37,362 +4%
APW
30
Austin Private Wealth
Texas
$25.4M +$1.32M +55,642 +5%
Bank of America
31
Bank of America
North Carolina
$24.8M +$690K +29,022 +3%
FCA
32
FLC Capital Advisors
California
$24.7M +$770K +32,406 +3%
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$24.3M +$12.1M +1,021,482 +100%
CCWA
34
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$23.9M -$276K -11,636 -1%
MAG
35
Mokosak Advisory Group
Iowa
$23.2M +$555K +23,370 +2%
BTI
36
Blue Trust Inc
Georgia
$20.6M +$10.8M +472,016 +110%
SA
37
Sanctuary Advisors
Indiana
$20.3M +$9.77M +851,780 +93%
PSA
38
Plum Street Advisors
Louisiana
$20.2M +$1.75M +73,578 +9%
KL
39
KilterHowling LLC
Colorado
$18.9M +$852K +35,852 +5%
TC
40
Tenret Company
Florida
$18.5M +$1.77M +74,404 +11%
UCFA
41
United Capital Financial Advisors
Texas
$18M -$334K -14,060 -2%
OWA
42
One Wealth Advisors
California
$17.8M +$17.8M +747,998 New
AAS
43
Avantax Advisory Services
Texas
$17M +$2.37M +99,768 +16%
RWP
44
Revolve Wealth Partners
New Jersey
$16.3M +$1.4M +58,794 +9%
SFS
45
Security Financial Services
Indiana
$15.9M +$8.15M +342,858 +105%
CIAS
46
CFS Investment Advisory Services
New Jersey
$15.8M -$71.6K -3,014 -0.5%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$15.8M -$37.3K -1,570 -0.2%
Jones Financial Companies
48
Jones Financial Companies
Missouri
$15.4M +$2.97M +124,908 +24%
CWM
49
Congress Wealth Management
Massachusetts
$15.2M +$128K +5,408 +0.9%
MA
50
Mutual Advisors
Nebraska
$14.9M +$8.26M +713,180 +124%
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