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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 %
CAPTRUST Financial Advisors
126
CAPTRUST Financial Advisors
North Carolina
$4.74M +$2.88M +121,236 +155%
NCM
127
Northwest Capital Management
Oregon
$4.71M +$3.03M +127,628 +181%
SFS
128
Summit Financial Strategies
Ohio
$4.62M -$161K -6,786 -3%
TWM
129
Tradition Wealth Management
Minnesota
$4.5M +$68.4K +2,880 +2%
BIM
130
Breakwater Investment Management
Washington
$4.37M +$246K +10,356 +6%
KF
131
Krilogy Financial
Missouri
$4.34M -$98.9K -4,164 -2%
VI
132
VanderPol Investments
Michigan
$4.3M +$1.67M +70,432 +64%
BL
133
BFSG LLC
California
$4.28M +$181K +7,628 +4%
SMG
134
Smart Money Group
Texas
$4.27M +$2.35M +203,984 +123%
HA
135
HC Advisors
Georgia
$4.17M +$487K +20,476 +13%
GS
136
GTS Securities
New York
$4.1M +$4.1M +172,502 New
SC
137
Syon Capital
California
$4.08M +$450K +18,930 +12%
WP
138
WealthPLAN Partners
Nebraska
$4.06M -$158K -6,652 -4%
PIMG
139
Patriot Investment Management Group
Tennessee
$4.06M -$147K -6,178 -3%
EWM
140
Empirical Wealth Management
Washington
$4.04M -$120K -5,032 -3%
AR
141
Apeiron RIA
Texas
$3.97M +$293K +12,342 +8%
GFP
142
Guardian Financial Partners
California
$3.9M -$21.4K -902 -0.5%
Envestnet Portfolio Solutions
143
Envestnet Portfolio Solutions
Illinois
$3.8M +$110K +4,616 +3%
HI
144
Harbour Investments
Wisconsin
$3.64M -$436K -18,370 -11%
AWM
145
Apollon Wealth Management
South Carolina
$3.56M +$3.24M +136,256 +998%
KAS
146
Kestra Advisory Services
Texas
$3.52M -$1.52M -63,958 -30%
CWM
147
Chesapeake Wealth Management
Virginia
$3.51M +$191K +8,018 +6%
AF
148
Advisornet Financial
Minnesota
$3.38M +$26.4K +1,110 +0.8%
NI
149
NYL Investors
New York
$3.37M -$33.3K -1,400 -1%
MLA
150
My Legacy Advisors
Oregon
$3.35M -$2.4M -100,912 -42%
4 5
6
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