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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 %
APW
26
Austin Private Wealth
Texas
$27.1M +$2.84M +125,115 +12%
ZRP
27
Zynergy Retirement Planning
New Jersey
$26.7M -$26.7M -562,226 -50%
TWM
28
TSA Wealth Management
Texas
$26.3M -$1.34M -58,831 -5%
TCM
29
TruNorth Capital Management
Michigan
$25.9M -$4.71M -207,492 -15%
KL
30
KilterHowling LLC
Colorado
$25.9M +$7.81M +344,370 +43%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$24.7M -$21.8M -958,654 -47%
FCA
32
FLC Capital Advisors
California
$24.5M +$920K +40,510 +4%
TCM
33
Towercrest Capital Management
Pennsylvania
$24.3M -$730K -32,157 -3%
AWMG
34
Alliance Wealth Management Group
New Jersey
$24.2M -$681K -29,983 -3%
CCWA
35
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$23.8M +$932K +41,071 +4%
MAG
36
Mokosak Advisory Group
Iowa
$22.7M +$541K +23,831 +2%
PAYA
37
Phil A. Younker & Associates
Alaska
$22.3M +$22.3M +983,037 New
SA
38
Sanctuary Advisors
Indiana
$22.1M -$18.4M -804,943 -45%
IA
39
Integrity Alliance
Iowa
$21.8M +$21.8M +960,278 New
PSA
40
Plum Street Advisors
Louisiana
$21.5M +$2.19M +96,659 +11%
AAS
41
Avantax Advisory Services
Texas
$20.5M +$4.33M +190,946 +27%
OWA
42
One Wealth Advisors
California
$18.2M +$1.19M +52,445 +7%
TC
43
Tenret Company
Florida
$17.9M +$274K +12,081 +2%
UCFA
44
United Capital Financial Advisors
Texas
$17.9M +$694K +30,578 +4%
Jones Financial Companies
45
Jones Financial Companies
Missouri
$17.8M +$3.18M +139,890 +22%
RWP
46
Revolve Wealth Partners
New Jersey
$16.7M +$1.12M +49,503 +7%
CIAS
47
CFS Investment Advisory Services
New Jersey
$15.9M +$844K +37,163 +6%
JJBC
48
James J. Burns & Company
New York
$15.1M +$2.59M +113,935 +21%
CWM
49
Congress Wealth Management
Massachusetts
$14.7M +$136K +5,991 +0.9%
MA
50
Mutual Advisors
Nebraska
$14.4M -$14.8M -650,725 -51%
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