SCHZ icon

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 %
PWMG
526
Prestige Wealth Management Group
New Jersey
$139K -$10.4K -460 -7%
TFA
527
Toth Financial Advisory
Virginia
$137K -$14.4K -635 -10%
HC
528
Hurley Capital
New York
$134K +$134K +5,896 New
FRA
529
Front Row Advisors
California
$133K -$23 -1 -0%
AF
530
Advisornet Financial
Minnesota
$108K -$3.12M -137,658 -97%
CA
531
CoreCap Advisors
Michigan
$108K +$7.06K +311 +7%
WWM
532
Wagner Wealth Management
South Carolina
$103K +$24.3K +1,069 +31%
T
533
Transce3nd
Texas
$101K +$101K +4,430 New
BlackRock
534
BlackRock
New York
$99.2K +$3.43K +151 +4%
AWM
535
Accredited Wealth Management
Kentucky
$97.3K +$97.3K +4,285 New
CIAS
536
Capital Investment Advisory Services
North Carolina
$95.4K – – –
GIP
537
Granite Investment Partners
California
$85.8K +$2.5K +110 +3%
RIL
538
Rothschild Investment LLC
Illinois
$84.4K +$522 +23 +0.6%
CSWM
539
Cassady Schiller Wealth Management
Ohio
$83.8K +$83.4K +3,673 +20,406%
SIS
540
Sound Income Strategies
Florida
$79.6K +$45.9K +2,024 +137%
SPIA
541
Steward Partners Investment Advisory
New York
$76.3K – – –
SC
542
Stephens Consulting
Michigan
$69.7K -$1.14K -50 -2%
CA
543
Clearstead Advisors
Ohio
$66.8K +$477 +21 +0.7%
MG
544
Mather Group
Illinois
$62.5K +$62.5K +2,754 New
National Bank of Canada
545
National Bank of Canada
Quebec, Canada
$60.2K – – –
TAM
546
Townsend Asset Management
North Carolina
$59.5K +$636 +28 +1%
MSG
547
Main Street Group
Virginia
$58.5K -$4.04K -178 -6%
SO
548
Sierra Ocean
California
$54K +$54K +2,378 New
BA
549
Bristlecone Advisors
Washington
$53.4K – – –
Fidelity Investments
550
Fidelity Investments
Massachusetts
$49.9K -$425K -18,715 -89%
20 21
22
23 24