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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 %
NIC
76
Northwest Investment Counselors
Oregon
$8.96M +$742K +31,244 +9%
MFA
77
Mayflower Financial Advisors
Massachusetts
$8.51M +$662K +27,878 +8%
Cerity Partners
78
Cerity Partners
New York
$8.49M +$5.17M +217,622 +156%
MWM
79
MorganRosel Wealth Management
Colorado
$8.44M +$68.7K +2,892 +0.8%
FFN
80
Focus Financial Network
Minnesota
$8.44M +$263K +11,064 +3%
RJFSA
81
Raymond James Financial Services Advisors
Florida
$8.29M -$50.4K -2,120 -0.6%
SEIA
82
Signature Estate & Investment Advisors
California
$8.23M +$502K +21,132 +7%
RSWM
83
Robertson Stephens Wealth Management
California
$8.13M -$155K -6,540 -2%
UBS Group
84
UBS Group
Switzerland
$8.06M +$35.2K +1,482 +0.4%
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$7.91M +$736K +30,960 +10%
CC
86
Callan Capital
California
$7.63M +$219K +9,230 +3%
FCH
87
Freestone Capital Holdings
Washington
$7.41M -$446K -18,788 -6%
ISWM
88
Independent Solutions Wealth Management
New York
$7.32M +$652K +27,462 +10%
CNWM
89
Clay Northam Wealth Management
California
$7.23M +$152K +6,390 +2%
WAM
90
Wakefield Asset Management
Colorado
$7.15M +$725K +30,514 +11%
AWM
91
AE Wealth Management
Kansas
$6.98M -$625K -26,314 -8%
MAM
92
Marotta Asset Management
Virginia
$6.86M +$111K +4,664 +2%
SPAS
93
Spectrum Planning & Advisory Services
California
$6.67M -$4.61K -194 -0.1%
AWS
94
Atria Wealth Solutions
New York
$6.62M -$112K -4,734 -2%
TA
95
TPG Advisors
Illinois
$6.55M +$217K +9,122 +3%
RWM
96
Reston Wealth Management
Virginia
$6.39M +$272K +11,468 +4%
TWP
97
Tempus Wealth Planning
California
$6.39M +$331K +13,916 +5%
C1AG
98
Client 1st Advisory Group
Florida
$6.36M +$544K +22,892 +9%
IA
99
IFP Advisors
Florida
$6.35M +$447K +18,828 +8%
FTS
100
Fifth Third Securities
Ohio
$6.26M -$401K -16,878 -6%
2 3
4
5 6