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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 %
WHCI
601
W.H. Cornerstone Investments
Massachusetts
– -$533K -23,376 Closed
ACMA
602
Arbor Capital Management (Alaska)
Alaska
– -$489K -21,632 Closed
AFA
603
AA Financial Advisors
Ohio
– -$462K -20,286 Closed
PCA
604
Pallas Capital Advisors
Massachusetts
– -$439K -19,024 Closed
Fisher Asset Management
605
Fisher Asset Management
Washington
– -$375K -16,450 Closed
HOWA
606
Heritage Oak Wealth Advisors
Florida
– -$372K -16,338 Closed
GSEP
607
Golden State Equity Partners
California
– -$332K -14,550 Closed
DZ Bank
608
DZ Bank
Germany
– -$316K -13,868 Closed
BJL
609
Brighton Jones LLC
Washington
– -$308K -13,530 Closed
EFN
610
Equita Financial Network
Pennsylvania
– -$292K -12,802 Closed
RFP
611
Root Financial Partners
California
– -$278K -12,194 Closed
TSS
612
Two Sigma Securities
New York
– -$272K -11,920 Closed
T
613
TCWP
Ohio
– -$269K -11,798 Closed
RFG
614
RFP Financial Group
Georgia
– -$234K -10,282 Closed
BBA
615
Braun-Bostich & Associates
Pennsylvania
– -$231K -10,130 Closed
TA
616
TrueWealth Advisors
Alabama
– -$229K -10,058 Closed
REMPR
617
Roof Eidam Maycock Peralta (REMP)
California
– -$223K -9,790 Closed
MI
618
Moneywise Inc
Virginia
– -$208K -9,148 Closed
GWS
619
Glassman Wealth Services
Virginia
– -$57K -2,500 Closed
PNC Financial Services Group
620
PNC Financial Services Group
Pennsylvania
– -$50.6K -2,220 Closed
KFS
621
Kelly Financial Services
Massachusetts
– -$25.2K -1,104 Closed
AFG
622
Albion Financial Group
Utah
– -$12K -526 Closed
ATPW
623
Ashton Thomas Private Wealth
Arizona
– -$8.93K -392 Closed
MWM
624
Mascoma Wealth Management
New Hampshire
– -$8.8K -386 Closed
GI
625
Gradient Investments
Minnesota
– -$8.19K -360 Closed
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25
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