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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 %
AAS
51
Asset Allocation Strategies
Michigan
$14.2M +$8.33M +367,101 +143%
Cerity Partners
52
Cerity Partners
New York
$13.8M +$5.68M +250,287 +70%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$13.8M -$1.29M -56,775 -9%
FRA
54
FFG Retirement Advisors
Colorado
$13.3M +$345K +15,178 +3%
Raymond James Financial
55
Raymond James Financial
Florida
$13.3M +$13.3M +584,306 New
CM
56
Columbus Macro
Pennsylvania
$13.2M +$1.55M +68,285 +13%
BDFN
57
Bond & Devick Financial Network
Minnesota
$13M -$13M -274,050 -50%
CMA
58
Cedar Mountain Advisors
Oregon
$12.8M -$638K -28,095 -5%
LPL Financial
59
LPL Financial
California
$12.5M +$2.76M +121,714 +28%
CWS
60
Cypress Wealth Services
California
$12.3M +$541K +23,823 +5%
FPAS
61
Focus Partners Advisor Solutions
Missouri
$12M +$12M +529,036 New
MGIA
62
Moneta Group Investment Advisors
Missouri
$12M -$10.9M -482,003 -48%
KV
63
Kickstand Ventures
New York
$11.9M +$532K +23,428 +5%
CKAIS
64
Christensen King & Associates Investment Services
Washington
$11.3M -$69.4K -3,062 -0.6%
CWA
65
Clearview Wealth Advisors
Oregon
$11.1M +$413K +18,175 +4%
SFS
66
Summit Financial Strategies
Ohio
$11.1M +$6.68M +294,130 +151%
LFG
67
Larson Financial Group
Missouri
$11.1M -$760K -33,466 -6%
M
68
MYeCFO
California
$10.8M +$194K +8,551 +2%
GSF
69
Grove Street Fiduciary
New Hampshire
$10.8M +$10.8M +476,748 New
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$10.5M +$2.89M +127,335 +38%
Osaic Holdings
71
Osaic Holdings
Arizona
$10.3M -$265K -11,673 -2%
VA
72
Vident Advisory
Georgia
$10.3M +$10.3M +452,286 New
FFWA
73
Forthright Family Wealth Advisory
Texas
$10M -$8.39M -369,505 -46%
SFS
74
Security Financial Services
Indiana
$9.73M -$5.44M -239,707 -36%
AA
75
Apriem Advisors
California
$9.68M -$31.8K -1,399 -0.3%
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3
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