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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 %
HCM
551
Horrell Capital Management
Arkansas
$4K – – –
CIBC Private Wealth Group
552
CIBC Private Wealth Group
Georgia
$3.8K – – –
KHC
553
Koesten Hirschmann & Crabtree
Kansas
$3.74K +$95 +4 +3%
BC
554
Barrett & Company
Rhode Island
$3.28K – – –
CPA
555
Capital Performance Advisors
California
$3.23K +$3.23K +136 New
ACA
556
Aptus Capital Advisors
Alabama
$3.11K +$2.73K +230 +719%
HCM
557
Hollencrest Capital Management
California
$3.09K -$29.1K -1,226 -90%
OAJ
558
Ogorek Anthony Joseph
New York
$3K +$42 +2 +1%
KPP
559
Kings Path Partners
Texas
$2.95K – – –
LFA
560
LGT Financial Advisors
Texas
$2.79K +$47 +2 +2%
TIM
561
Thompson Investment Management
Wisconsin
$2.71K – – –
GWM
562
Guardian Wealth Management
Illinois
$2.61K +$143 +6 +6%
BAM
563
Bellevue Asset Management
Washington
$2.52K -$4.75K -200 -65%
ACM
564
Anfield Capital Management
California
$2.35K -$238 -20 -9%
S
565
Sachetta
Massachusetts
$2.15K – – –
TIM
566
Tortoise Investment Management
New York
$2.04K +$2.04K +86 New
BFPW
567
BOK Financial Private Wealth
Colorado
$1.43K – – –
TAM
568
Tucker Asset Management
Colorado
$1.28K – – –
WWP
569
WR Wealth Planners
Missouri
$1.25K – – –
AC
570
AlphaCore Capital
California
$1.24K +$1.24K +52 New
PS
571
Planned Solutions
California
$1.24K +$1.24K +52 New
AA
572
Addison Advisors
Vermont
$1.19K – – –
TF
573
Tompkins Financial
New York
$1.14K – – –
HBW
574
Hazlett, Burt & Watson
West Virginia
$1K – – –
HFS
575
Hantz Financial Services
Michigan
$1K – – –
21 22
23
24 25