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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 %
WP
101
WealthShield Partners
North Carolina
$6.83M -$2.99M -131,680 -30%
TWP
102
Tempus Wealth Planning
California
$6.66M +$562K +24,756 +9%
RSWM
103
Robertson Stephens Wealth Management
California
$6.57M -$1.19M -52,630 -15%
MAM
104
Marotta Asset Management
Virginia
$6.51M -$51K -2,247 -0.8%
FCH
105
Freestone Capital Holdings
Washington
$6.45M -$629K -27,719 -9%
TA
106
TPG Advisors
Illinois
$6.4M +$145K +6,380 +2%
PAS
107
Park Avenue Securities
New York
$6.35M +$1.43M +63,142 +29%
ACA
108
Affinity Capital Advisors
California
$6.29M +$1.63M +72,211 +35%
PFM
109
Peak Financial Management
Massachusetts
$6.26M +$579K +25,508 +10%
ISWM
110
Independent Solutions Wealth Management
New York
$6.19M -$805K -35,477 -12%
AWM
111
Avior Wealth Management
Nebraska
$6.12M +$143K +6,293 +2%
CNWM
112
Clay Northam Wealth Management
California
$6.09M -$817K -35,983 -12%
FTS
113
Fifth Third Securities
Ohio
$6.09M +$106K +4,666 +2%
SFG
114
SNS Financial Group
Minnesota
$6.01M +$46.2K +2,036 +0.8%
SPAS
115
Spectrum Planning & Advisory Services
California
$5.98M -$389K -17,144 -6%
BWL
116
Bogart Wealth LLC
Virginia
$5.67M +$174K +7,677 +3%
FF
117
Fairway Financial
Florida
$5.67M +$5.67M +249,780 New
OMC
118
Old Mission Capital
Illinois
$5.52M +$5.52M +243,032 New
CAG
119
Curtis Advisory Group
California
$5.5M +$791K +34,861 +17%
DWP
120
Daymark Wealth Partners
Ohio
$5.45M +$711K +31,332 +15%
SWM
121
SigFig Wealth Management
California
$5.4M +$404K +31,979 +8%
CFD
122
Creative Financial Designs
Indiana
$5.34M +$82.5K +3,636 +2%
CRC
123
Curi RMB Capital
Illinois
$5.13M +$207K +9,118 +4%
MCA
124
Midwest Capital Advisors
Michigan
$5.13M +$5.13M +225,814 New
VPP
125
Vertex Planning Partners
Illinois
$5.12M +$136K +5,984 +3%
3 4
5
6 7