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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 %
ALWM
651
Andrews Lucia Wealth Management
California
– -$246K -10,780 Closed
SAI
652
Savvy Advisors Inc
New York
– -$245K -10,310 Closed
RW
653
REDW Wealth
New Mexico
– -$235K -9,892 Closed
LWL
654
Leo Wealth LLC
Texas
– -$225K -9,486 Closed
BCM
655
Barden Capital Management
Texas
– -$224K -9,408 Closed
BDF
656
Black Diamond Financial
Maryland
– -$218K -9,184 Closed
ACM
657
AlphaStar Capital Management
North Carolina
– -$217K -9,136 Closed
FHA
658
Flagship Harbor Advisors
Massachusetts
– -$205K -8,640 Closed
GCA
659
Genesee Capital Advisors
New York
– -$201K -8,448 Closed
JGCM
660
Joseph Group Capital Management
Ohio
– -$193K -8,126 Closed
JIP
661
Jaffetilchin Investment Partners
Florida
– -$97.4K -4,100 Closed
HGERS
662
Householder Group Estate & Retirement Specialist
Arizona
– -$55K -2,334 Closed
RDIA
663
RE Dickinson Investment Advisors
Iowa
– -$36.6K -1,542 Closed
GGI
664
Godsey & Gibb Inc
Virginia
– -$36.2K -1,522 Closed
SSB
665
Sandy Spring Bank
Maryland
– -$29.2K -1,230 Closed
TFM
666
TFC Financial Management
Massachusetts
– -$28.3K -1,190 Closed
JHCP
667
Jackson Hole Capital Partners
Oklahoma
– -$4.47K -188 Closed
CPA
668
Capital Performance Advisors
California
– -$3.23K -136 Closed
TIM
669
Tortoise Investment Management
New York
– -$2.04K -86 Closed
PS
670
Planned Solutions
California
– -$1.24K -52 Closed
BGAI
671
Bruce G. Allen Investments
Colorado
– -$523 -22 Closed
TRCT
672
Tower Research Capital (TRC)
New York
– -$475 -20 Closed
BNP Paribas Financial Markets
673
BNP Paribas Financial Markets
France
– -$48 -2 Closed
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