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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 %
LSAG
476
Lake Street Advisors Group
New Hampshire
$208K +$208K +8,774 New
FHA
477
Flagship Harbor Advisors
Massachusetts
$205K +$205K +8,640 New
PFBT
478
Parkside Financial Bank & Trust
Missouri
$203K +$1.95K +82 +1%
GCA
479
Genesee Capital Advisors
New York
$201K -$14.4K -604 -7%
AQR Capital Management
480
AQR Capital Management
Connecticut
$200K +$200K +8,424 New
JGCM
481
Joseph Group Capital Management
Ohio
$193K +$193K +8,126 New
EA
482
Evolution Advisers
Virginia
$181K -$64.8K -2,732 -26%
VNA
483
Valley National Advisers
Pennsylvania
$174K – – –
SWM
484
Spire Wealth Management
Virginia
$173K -$808 -34 -0.5%
IRC
485
Investors Research Corp
Georgia
$169K – – –
S
486
SignatureFD
Georgia
$167K +$4.04K +170 +2%
TFA
487
Toth Financial Advisory
Virginia
$158K -$4.8K -202 -3%
PWMG
488
Prestige Wealth Management Group
New Jersey
$156K – – –
DCM
489
Davis Capital Management
Florida
$155K +$2.52K +106 +2%
GJIA
490
Glass Jacobson Investment Advisors
Maryland
$154K – – –
FRA
491
Front Row Advisors
California
$139K – – –
AWM
492
Aspire Wealth Management
Massachusetts
$126K -$523 -22 -0.4%
CHA
493
Carmichael Hill & Associates
Maryland
$116K +$29.2K +1,230 +34%
CA
494
CoreCap Advisors
Michigan
$106K +$106K +4,462 New
BlackRock
495
BlackRock
New York
$100K +$95 +4 +0.1%
CIAS
496
Capital Investment Advisory Services
North Carolina
$99.8K – – –
JIP
497
Jaffetilchin Investment Partners
Florida
$97.4K +$97.4K +4,100 New
Comerica Bank
498
Comerica Bank
Texas
$89.2K -$32.1K -1,352 -26%
RIL
499
Rothschild Investment LLC
Illinois
$87.8K +$87.8K +3,694 New
GIP
500
Granite Investment Partners
California
$87.2K -$2.61K -110 -3%
18 19
20
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