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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 %
CA
576
Continuum Advisory
Idaho
$796 +$387 +34 +94%
SS
577
Sunbelt Securities
Texas
$760 – – –
GWANC
578
Guardian Wealth Advisors (North Carolina)
North Carolina
$760 – – –
SRCM
579
Signature Resources Capital Management
California
$590 -$49 -2 -8%
BGAI
580
Bruce G. Allen Investments
Colorado
$523 -$2.04K -86 -80%
TRCT
581
Tower Research Capital (TRC)
New York
$475 +$475 +20 New
CSWM
582
Cassady Schiller Wealth Management
Ohio
$429 +$429 +18 New
AWM
583
AllSquare Wealth Management
New York
$238 – – –
BNP Paribas Financial Markets
584
BNP Paribas Financial Markets
France
$48 +$48 +2 New
OSAM
585
O'Shaughnessy Asset Management
Connecticut
$23 – – –
GM
586
GeoWealth Management
Illinois
$18 – – –
MA
587
MCF Advisors
Kentucky
$1 -$1 – –
Charles Schwab
588
Charles Schwab
California
– -$1.54B -67,616,646 Closed
AP
589
Advisors Preferred
Maryland
– -$13.1M -578,480 Closed
WA
590
Waterford Advisors
New York
– -$10.7M -469,684 Closed
WIM
591
Waycross Investment Management
Washington
– -$8M -351,010 Closed
GC
592
Guggenheim Capital
Illinois
– -$5.15M -226,010 Closed
SFC
593
Strategic Financial Concepts
Texas
– -$1.96K -181,100 Closed
NWWA
594
New Wave Wealth Advisors
Arkansas
– -$2.94M -129,026 Closed
EFS
595
Econ Financial Services
Pennsylvania
– -$2.59M -113,762 Closed
MWA
596
MN Wealth Advisors
Kansas
– -$2.35M -103,022 Closed
Thrivent Financial for Lutherans
597
Thrivent Financial for Lutherans
Minnesota
– -$1.95M -85,444 Closed
RFG
598
Range Financial Group
Oregon
– -$1.46M -63,932 Closed
FTUS
599
Flow Traders U.S.
New York
– -$695K -30,512 Closed
Susquehanna International Group
600
Susquehanna International Group
Pennsylvania
– -$680K -29,822 Closed
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24
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