SCHZ icon

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 %
William Blair & Company
526
William Blair & Company
Illinois
$25.7K -$28K -1,180 -52%
SIS
527
Strategic Investment Solutions
Illinois
$22.5K +$1.71K +72 +8%
MHR
528
Matthew Hamilton Rosenberg
$22.2K – – –
AssetMark Inc
529
AssetMark Inc
California
$21.5K +$19.6K +826 +1,033%
CIA
530
Cape Investment Advisory
Georgia
$21.1K -$27.2K -1,144 -56%
WCM
531
Weaver Capital Management
Georgia
$20.7K -$3.42K -144 -14%
FVIM
532
Fort Vancouver Investment Management
Washington
$20.5K – – –
NP
533
NorthRock Partners
Minnesota
$20.1K -$4.94K -208 -20%
GWSG
534
GPS Wealth Strategies Group
Colorado
$16K +$143 +6 +0.9%
HWA
535
Heritage Wealth Advisors
Virginia
$15.8K +$47 +2 +0.3%
AF
536
Allworth Financial
California
$14.9K -$119K -5,020 -89%
PA
537
Pineridge Advisors
Missouri
$13.6K – – –
Bank of Montreal
538
Bank of Montreal
Ontario, Canada
$13.3K – – –
MA
539
Montag & Associates
Georgia
$13.1K +$95 +4 +0.7%
MFT
540
Moisand Fitzgerald Tamayo
Florida
$10.8K – – –
CI
541
Cordant Inc
Oregon
$10.8K – – –
EWM
542
EPG Wealth Management
Georgia
$9.5K +$9.5K +400 New
CPG
543
Cornerstone Planning Group
New Jersey
$8.99K -$10.5K -908 -54%
AA
544
Atmos Advisory
Pennsylvania
$7.51K – – –
OLVIG
545
Oliver Lagore Vanvalin Investment Group
Michigan
$6.41K +$190 +8 +3%
PCM
546
Palouse Capital Management
Washington
$6.27K – – –
HCP
547
Hexagon Capital Partners
Arkansas
$6.23K – – –
NEAM
548
New England Asset Management
Connecticut
$4.75K – – –
MRCM
549
M&R Capital Management
New Jersey
$4.51K – – –
JHCP
550
Jackson Hole Capital Partners
Oklahoma
$4.47K – – –
20 21
22
23 24