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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 %
PWM
476
Parkshore Wealth Management
California
$262K +$262K +11,551 New
GVAG
477
Great Valley Advisor Group
Delaware
$261K -$94.7K -4,170 -27%
1WM
478
1900 Wealth Management
Texas
$260K +$24.7K +1,088 +10%
AWA
479
Acorn Wealth Advisors
Michigan
$260K – – –
AFS
480
Access Financial Services
Minnesota
$259K -$57.4K -2,528 -18%
SWG
481
Summit Wealth Group
Vermont
$259K – – –
VDI
482
Vaughan David Investments
Illinois
$255K -$86.7K -3,820 -25%
SFA
483
Souders Financial Advisors
Ohio
$255K -$23 -1 -0%
WC
484
Waterloo Capital
Texas
$254K +$254K +11,197 New
FCIM
485
Fairview Capital Investment Management
California
$250K -$49.9K -2,200 -17%
WS
486
Wedbush Securities
California
$249K +$5.64K +248 +2%
TYCC
487
Texas Yale Capital Corp
Florida
$244K -$36.3K -1,600 -13%
QCG
488
Quadrant Capital Group
Ohio
$244K -$171K -7,541 -41%
HCA
489
Horan Capital Advisors
Ohio
$242K +$242K +10,653 New
KWM
490
Keebeck Wealth Management
Illinois
$239K – – –
WF
491
Whelan Financial
California
$237K -$16.8K -739 -7%
Corient Private Wealth
492
Corient Private Wealth
Florida
$235K +$9.85K +434 +4%
AFG
493
Atomi Financial Group
New York
$234K +$234K +10,293 New
MCM
494
Maple Capital Management
Vermont
$231K -$2.5K -110 -1%
CFS
495
Cannon Financial Strategists
Georgia
$230K – – –
CCA
496
Cobblestone Capital Advisors
New York
$230K -$424K -18,676 -65%
WWM
497
Western Wealth Management
Colorado
$227K -$481K -21,171 -68%
IFA
498
Index Fund Advisors
California
$227K +$2.95K +130 +1%
MCM
499
MidAtlantic Capital Management
Virginia
$226K -$41.4K -1,824 -15%
OIA
500
Optimum Investment Advisors
Illinois
$223K +$1.88K +83 +0.9%
18 19
20
21 22