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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 %
PS
551
Principal Securities
Iowa
$49.2K -$235K -10,332 -83%
SIC
552
Salem Investment Counselors
North Carolina
$46.7K +$499 +22 +1%
CFGS
553
Concourse Financial Group Securities
Alabama
$45.7K – – –
NRC
554
New Republic Capital
North Carolina
$44K -$24.7K -1,088 -36%
NMG
555
New Millennium Group
Utah
$37.7K +$37.7K +1,659 New
DFA
556
DHJJ Financial Advisors
Illinois
$37K +$204 +9 +0.6%
FMP
557
Financial Management Professionals
Texas
$35.5K – – –
WCM
558
Winthrop Capital Management
Indiana
$35K +$35K +1,536 New
LB
559
Legacy Bridge
Iowa
$34.7K – – –
MA
560
Modus Advisors
Minnesota
$33.2K +$33.2K +1,464 New
KFI
561
Key Financial Inc
Pennsylvania
$32.1K +$32.1K +1,414 New
PA
562
Parallel Advisors
California
$31.7K +$45 +2 +0.1%
TAM
563
Tucker Asset Management
Colorado
$28.4K +$27.1K +1,196 +2,215%
William Blair & Company
564
William Blair & Company
Illinois
$27.6K +$3K +132 +12%
TIM
565
Thompson Investment Management
Wisconsin
$27.2K +$24.6K +1,084 +951%
WIM
566
Westside Investment Management
California
$25.3K – – –
AIC
567
Archer Investment Corporation
Indiana
$25K +$68 +3 +0.3%
NP
568
NorthRock Partners
Minnesota
$22.9K +$3.79K +167 +20%
SIS
569
Strategic Investment Solutions
Illinois
$21.8K +$227 +10 +1%
MHR
570
Matthew Hamilton Rosenberg
$21.2K – – –
TC
571
Truvestments Capital
Florida
$21.2K +$21.2K +934 New
AG
572
AmeriFlex Group
Nevada
$20.2K +$20.2K +884 New
NWWA
573
New Wave Wealth Advisors
Arkansas
$18.8K +$18.8K +830 New
FVIM
574
Fort Vancouver Investment Management
Washington
$18.3K -$1.23K -54 -6%
HWA
575
Heritage Wealth Advisors
Virginia
$16K +$907 +40 +6%
21 22
23
24 25