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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 %
CMA
51
Cedar Mountain Advisors
Oregon
$14.1M +$14M +591,274 +34,781%
FRA
52
FFG Retirement Advisors
Colorado
$13.6M +$1.65M +69,618 +14%
JJBC
53
James J. Burns & Company
New York
$13.1M -$674K -28,348 -5%
BDFN
54
Bond & Devick Financial Network
Minnesota
$13M +$821K +34,548 +7%
LFG
55
Larson Financial Group
Missouri
$12.4M -$557K -23,444 -4%
CWS
56
Cypress Wealth Services
California
$12.3M +$1.4M +59,012 +13%
MGIA
57
Moneta Group Investment Advisors
Missouri
$12M +$6.02M +506,470 +100%
KV
58
Kickstand Ventures
New York
$11.9M +$533K +22,430 +5%
CKAIS
59
Christensen King & Associates Investment Services
Washington
$11.9M -$59K -2,484 -0.5%
AG
60
Ascent Group
Virginia
$11.6M +$7.63M +321,222 +193%
CWA
61
Clearview Wealth Advisors
Oregon
$11.2M +$1.34M +56,334 +14%
M
62
MYeCFO
California
$11.1M +$272K +11,442 +3%
Osaic Holdings
63
Osaic Holdings
Arizona
$11.1M +$188K +7,898 +2%
WP
64
WealthShield Partners
North Carolina
$10.3M +$649K +27,334 +7%
BPA
65
Beacon Pointe Advisors
California
$10.3M +$782K +32,926 +8%
LPL Financial
66
LPL Financial
California
$10.2M -$453K -19,078 -4%
AA
67
Apriem Advisors
California
$10.2M +$4.5M +189,286 +79%
CM
68
Columbus Macro
Pennsylvania
$10.1M +$1.46M +74,660 +17%
IWC
69
Integrated Wealth Concepts
Massachusetts
$9.76M -$448K -18,864 -4%
MAG
70
Members Advisory Group
New York
$9.44M -$1.04M -43,910 -10%
FFWA
71
Forthright Family Wealth Advisory
Texas
$9.44M +$6.12M +526,054 +185%
EFG
72
Ethos Financial Group
Pennsylvania
$9.4M +$404K +16,998 +4%
Creative Planning
73
Creative Planning
Kansas
$9.39M +$269K +11,320 +3%
LIM
74
Leavell Investment Management
Alabama
$9.37M -$249K -10,494 -3%
WA
75
Waverly Advisors
Alabama
$9.35M +$582K +24,504 +7%
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3
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