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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 %
BC
601
Barrett & Company
Rhode Island
$3.13K – – –
OAJ
602
Ogorek Anthony Joseph
New York
$3K +$42 +2 +1%
HCM
603
Hollencrest Capital Management
California
$2.95K – – –
GWM
604
Guardian Wealth Management
Illinois
$2.91K +$409 +18 +16%
KPP
605
Kings Path Partners
Texas
$2.82K – – –
LFA
606
LGT Financial Advisors
Texas
$2.7K +$23 +1 +0.8%
BAM
607
Bellevue Asset Management
Washington
$2.41K – – –
S
608
Sachetta
Massachusetts
$2.07K +$23 +1 +1%
WCM
609
Weaver Capital Management
Georgia
$1.73K -$18.1K -796 -91%
MEG
610
Millstone Evans Group
Colorado
$1.63K +$1.63K +72 New
PNC Financial Services Group
611
PNC Financial Services Group
Pennsylvania
$1.41K +$1.41K +62 New
BFPW
612
BOK Financial Private Wealth
Colorado
$1.36K – – –
WWP
613
WR Wealth Planners
Missouri
$1.2K +$23 +1 +2%
AA
614
Addison Advisors
Vermont
$1.14K – – –
TF
615
Tompkins Financial
New York
$1.09K – – –
HBW
616
Hazlett, Burt & Watson
West Virginia
$1K – – –
HFS
617
Hantz Financial Services
Michigan
$1K +$115 +6 +13%
CA
618
Continuum Advisory
Idaho
$792 -$792 -35 -50%
SS
619
Sunbelt Securities
Texas
$727 – – –
GM
620
GeoWealth Management
Illinois
$630 +$630 +28 New
IF
621
Integrity Financial
Wyoming
$454 +$454 +20 New
SRCM
622
Signature Resources Capital Management
California
$282 -$282 -12 -50%
AWM
623
AllSquare Wealth Management
New York
$227 – – –
NC
624
NewSquare Capital
Pennsylvania
$136 +$136 +6 New
SN
625
Sittner & Nelson
Oregon
$91 +$91 +4 New
23 24
25
26 27