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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 %
GWSG
576
GPS Wealth Strategies Group
Colorado
$15.4K +$68 +3 +0.4%
PIP
577
Peachtree Investment Partners
Florida
$14.8K -$14.8K -650 -50%
PA
578
Pineridge Advisors
Missouri
$13K – – –
Bank of Montreal
579
Bank of Montreal
Ontario, Canada
$12.7K – – –
MA
580
Montag & Associates
Georgia
$12.7K +$182 +8 +1%
CI
581
Cordant Inc
Oregon
$10.3K +$23 +1 +0.2%
EWM
582
EPG Wealth Management
Georgia
$9.08K – – –
CPG
583
Cornerstone Planning Group
New Jersey
$8.93K -$8.84K -387 -50%
FGC
584
Financial Gravity Companies
Texas
$8.54K +$8.54K +376 New
ACM
585
Anfield Capital Management
California
$8.41K +$3.91K +172 +87%
AA
586
Atmos Advisory
Pennsylvania
$7.17K – – –
MFT
587
Moisand Fitzgerald Tamayo
Florida
$6.99K -$3.36K -148 -32%
AssetMark Inc
588
AssetMark Inc
California
$6.65K -$13.9K -613 -68%
OLVIG
589
Oliver Lagore Vanvalin Investment Group
Michigan
$6.52K +$386 +17 +6%
Citigroup
590
Citigroup
New York
$6.02K +$6.02K +265 New
PCM
591
Palouse Capital Management
Washington
$5.99K – – –
HCP
592
Hexagon Capital Partners
Arkansas
$5.95K – – –
NEAM
593
New England Asset Management
Connecticut
$4.54K – – –
CAWM
594
Capital A Wealth Management
Pennsylvania
$4.11K +$4.11K +181 New
PWA
595
Physician Wealth Advisors
Utah
$4.09K +$4.09K +180 New
HCM
596
Horrell Capital Management
Arkansas
$4K – – –
DF
597
Dunhill Financial
United Kingdom
$3.95K +$3.95K +174 New
CIBC Private Wealth Group
598
CIBC Private Wealth Group
Georgia
$3.62K – – –
KHC
599
Koesten Hirschmann & Crabtree
Kansas
$3.6K +$23 +1 +0.6%
CAS
600
Coppell Advisory Solutions
Texas
$3.41K +$3.41K +150 New
22 23
24
25 26