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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 %
AWM
101
Avior Wealth Management
Nebraska
$6.26M +$868K +36,548 +16%
SFG
102
SNS Financial Group
Minnesota
$6.24M +$22.3K +938 +0.4%
AAS
103
Asset Allocation Strategies
Michigan
$6.11M +$4.42M +185,860 +261%
PFM
104
Peak Financial Management
Massachusetts
$5.95M +$334K +14,058 +6%
Jane Street
105
Jane Street
New York
$5.91M -$3.76M -158,090 -39%
SWM
106
SigFig Wealth Management
California
$5.86M +$416K +28,042 +8%
BWL
107
Bogart Wealth LLC
Virginia
$5.75M +$83.1K +3,498 +1%
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$5.68M -$107K -4,500 -2%
BBWP
109
Beacon Bridge Wealth Partners
Pennsylvania
$5.6M +$172K +7,250 +3%
CFD
110
Creative Financial Designs
Indiana
$5.51M +$438K +18,428 +9%
PFM
111
Phillips Financial Management
Indiana
$5.4M -$23K -970 -0.4%
FF
112
Friedenthal Financial
New Jersey
$5.29M -$221K -9,306 -4%
T
113
TNF
Montana
$5.25M +$2.09M +180,128 +66%
VPP
114
Vertex Planning Partners
Illinois
$5.22M +$3.93M +165,544 +306%
Commonwealth Equity Services
115
Commonwealth Equity Services
Massachusetts
$5.2M +$701K +29,522 +16%
CRC
116
Curi RMB Capital
Illinois
$5.15M +$184K +7,748 +4%
PAS
117
Park Avenue Securities
New York
$5.15M +$72K +3,030 +1%
MML Investors Services
118
MML Investors Services
Massachusetts
$5.08M +$376K +15,822 +8%
DWP
119
Daymark Wealth Partners
Ohio
$4.96M +$330K +13,878 +7%
NFG
120
Northeast Financial Group
Pennsylvania
$4.96M -$306K -12,876 -6%
CAG
121
Curtis Advisory Group
California
$4.93M +$339K +14,258 +7%
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$4.91M +$3.1M +130,490 +171%
ACA
123
Affinity Capital Advisors
California
$4.9M -$240K -10,084 -5%
MFGP
124
Marshall Financial Group (Pennsylvania)
Pennsylvania
$4.84M +$614K +25,850 +15%
AO
125
Advisor OS
Illinois
$4.82M +$22.2K +936 +0.5%
3 4
5
6 7