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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 %
OSAM
626
O'Shaughnessy Asset Management
Connecticut
$23 -$23 -1 -50%
CIA
627
Cape Investment Advisory
Georgia
$17 -$15.1K -889 -100%
FW
628
Fairway Wealth
Ohio
$2 – – –
MA
629
MCF Advisors
Kentucky
$1 -$1 – –
KHCM
630
Kirtland Hills Capital Management
Ohio
– -$761K -1,521,548 Closed
MAG
631
Members Advisory Group
New York
– -$9.44M -397,352 Closed
GS
632
GTS Securities
New York
– -$4.1M -172,502 Closed
Renaissance Technologies
633
Renaissance Technologies
New York
– -$2.26M -95,200 Closed
CCM
634
Crabel Capital Management
California
– -$1.85M -77,834 Closed
CWM
635
Cedar Wealth Management
California
– -$1.8M -75,912 Closed
TNA
636
True North Advisors
Texas
– -$1.14M -47,826 Closed
WAM
637
Worth Asset Management
Texas
– -$1.02M -42,860 Closed
Squarepoint
638
Squarepoint
New York
– -$919K -38,698 Closed
Prudential Financial
639
Prudential Financial
New Jersey
– -$853K -35,886 Closed
WFAG
640
Worth Financial Advisory Group
North Carolina
– -$848K -35,678 Closed
RPSA
641
Richard P. Slaughter Associates
Texas
– -$708K -29,786 Closed
IF
642
Intrua Financial
Texas
– -$596K -25,066 Closed
DAS
643
Dynamic Advisor Solutions
Arizona
– -$561K -23,592 Closed
AHC
644
Anderson Hoagland & Co
Missouri
– -$466K -19,876 Closed
WWM
645
WT Wealth Management
Arizona
– -$225K -19,286 Closed
Mirae Asset Global Investments
646
Mirae Asset Global Investments
South Korea
– -$423K -17,780 Closed
CFO
647
Collective Family Office
Pennsylvania
– -$384K -16,170 Closed
CIA
648
Concurrent Investment Advisors
Florida
– -$303K -12,762 Closed
SW
649
Simplicity Wealth
New Jersey
– -$298K -12,550 Closed
Betterment LLC
650
Betterment LLC
New York
– -$275K -11,562 Closed
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