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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 %
BPA
76
Beacon Pointe Advisors
California
$9.58M -$221K -9,742 -2%
BMWS
77
Brady Martz Wealth Solutions
North Dakota
$9.56M +$9.56M +425,198 New
Creative Planning
78
Creative Planning
Kansas
$9.48M +$506K +22,276 +6%
MFA
79
Mayflower Financial Advisors
Massachusetts
$9.14M +$1.01M +44,573 +12%
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$8.77M +$4.08M +179,519 +87%
LIM
81
Leavell Investment Management
Alabama
$8.74M -$209K -9,205 -2%
FFN
82
Focus Financial Network
Minnesota
$8.61M +$552K +24,316 +7%
MFG
83
Merit Financial Group
Georgia
$8.29M +$6.86M +302,030 +479%
SEIA
84
Signature Estate & Investment Advisors
California
$8.21M +$347K +15,268 +4%
MWM
85
MorganRosel Wealth Management
Colorado
$8.17M +$109K +4,786 +1%
AWS
86
Atria Wealth Solutions
New York
$8.15M +$1.82M +80,201 +29%
AG
87
Ascent Group
Virginia
$8.14M -$2.93M -129,182 -26%
UBS Group
88
UBS Group
Switzerland
$7.78M +$83.1K +3,661 +1%
WA
89
Waverly Advisors
Alabama
$7.73M -$1.2M -52,917 -13%
Citadel Advisors
90
Citadel Advisors
Florida
$7.64M +$5.68M +250,383 +290%
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$7.62M +$2.19M +96,686 +40%
IA
92
IFP Advisors
Florida
$7.53M +$1.47M +64,626 +24%
AWM
93
AE Wealth Management
Kansas
$7.51M +$839K +36,972 +13%
Envestnet Portfolio Solutions
94
Envestnet Portfolio Solutions
Illinois
$7.47M +$3.84M +169,165 +106%
CC
95
Callan Capital
California
$7.31M +$22.3K +983 +0.3%
MAM
96
Milestone Asset Management
Pennsylvania
$7.2M +$7.2M +317,155 New
RWM
97
Revisor Wealth Management
Ohio
$7.13M +$5.49M +241,716 +334%
RWM
98
Reston Wealth Management
Virginia
$6.95M +$845K +37,245 +14%
IWC
99
Integrated Wealth Concepts
Massachusetts
$6.92M -$2.4M -105,785 -26%
C1AG
100
Client 1st Advisory Group
Florida
$6.86M +$777K +34,229 +13%
2 3
4
5 6