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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 %
QCMNJ
501
Quantum Capital Management (New Jersey)
New Jersey
$220K +$749 +33 +0.3%
MWC
502
MKD Wealth Coaches
Michigan
$218K +$218K +9,587 New
CFG
503
Chapman Financial Group
Hawaii
$213K +$213K +9,393 New
LKBC
504
L.K. Benson & Company
Maryland
$209K +$209K +9,224 New
BMCM
505
Burns Matteson Capital Management
New York
$208K -$3.56K -157 -2%
SA
506
SRH Advisors
Kansas
$207K – – –
DW30
507
Drucker Wealth 3.0
New Jersey
$206K +$206K +9,080 New
CCA
508
Clearwater Capital Advisors
Illinois
$206K -$12K -529 -6%
GWANC
509
Guardian Wealth Advisors (North Carolina)
North Carolina
$206K +$205K +9,023 +28,197%
AAS
510
Ameritas Advisory Services
Nebraska
$205K -$41.9K -1,847 -17%
WAM
511
WNY Asset Management
New York
$205K -$5.43K -239 -3%
PFS
512
Prospera Financial Services
Texas
$202K +$1.77K +78 +0.9%
LSAG
513
Lake Street Advisors Group
New Hampshire
$202K +$2.66K +117 +1%
KFG
514
Kelly Financial Group
Connecticut
$202K +$202K +8,886 New
IA
515
Inspire Advisors
Idaho
$202K +$1.18K +52 +0.6%
PFBT
516
Parkside Financial Bank & Trust
Missouri
$196K +$2.54K +112 +1%
PA
517
PSI Advisors
Florida
$187K +$187K +8,236 New
EA
518
Evolution Advisers
Virginia
$173K – – –
VNA
519
Valley National Advisers
Pennsylvania
$166K – – –
AF
520
Allworth Financial
California
$165K +$151K +6,627 +1,055%
IRC
521
Investors Research Corp
Georgia
$161K – – –
S
522
SignatureFD
Georgia
$160K +$681 +30 +0.4%
SWM
523
Spire Wealth Management
Virginia
$150K -$15.2K -669 -9%
GJIA
524
Glass Jacobson Investment Advisors
Maryland
$148K – – –
DCM
525
Davis Capital Management
Florida
$146K -$2.72K -120 -2%
19 20
21
22 23