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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 %
WWM
501
Wagner Wealth Management
South Carolina
$82.6K +$6.51K +274 +9%
SPIA
502
Steward Partners Investment Advisory
New York
$79.9K -$855 -36 -1%
SC
503
Stephens Consulting
Michigan
$74.2K – – –
NRC
504
New Republic Capital
North Carolina
$71.9K +$71.9K +3,026 New
CA
505
Clearstead Advisors
Ohio
$69.5K +$285 +12 +0.4%
MSG
506
Main Street Group
Virginia
$65.4K -$54.1K -2,278 -45%
WOSD
507
WFA of San Diego
California
$64.2K – – –
TAM
508
Townsend Asset Management
North Carolina
$61.7K -$9.79K -412 -14%
BA
509
Bristlecone Advisors
Washington
$55.9K +$55.9K +2,354 New
HGERS
510
Householder Group Estate & Retirement Specialist
Arizona
$55K +$943 +40 +2%
SIC
511
Salem Investment Counselors
North Carolina
$48.3K +$2.76K +116 +6%
CFGS
512
Concourse Financial Group Securities
Alabama
$47.8K – – –
DFA
513
DHJJ Financial Advisors
Illinois
$38.5K -$6.65K -280 -15%
FMP
514
Financial Management Professionals
Texas
$37K – – –
RDIA
515
RE Dickinson Investment Advisors
Iowa
$36.6K -$8.74K -368 -19%
LB
516
Legacy Bridge
Iowa
$36.4K – – –
GGI
517
Godsey & Gibb Inc
Virginia
$36.2K +$36.2K +1,522 New
SIS
518
Sound Income Strategies
Florida
$35.2K +$35.2K +1,482 New
PA
519
Parallel Advisors
California
$33.1K -$31.3K -1,314 -49%
National Bank of Canada
520
National Bank of Canada
Quebec, Canada
$31.5K – – –
PIP
521
Peachtree Investment Partners
Florida
$30.9K – – –
SSB
522
Sandy Spring Bank
Maryland
$29.2K +$29.2K +1,230 New
TFM
523
TFC Financial Management
Massachusetts
$28.3K +$28.3K +1,190 New
WIM
524
Westside Investment Management
California
$26.5K – – –
AIC
525
Archer Investment Corporation
Indiana
$26.1K +$26.1K +1,100 New
19 20
21
22 23