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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 %
PFM
126
Phillips Financial Management
Indiana
$5.1M -$60.9K -2,684 -1%
FF
127
Friedenthal Financial
New Jersey
$5.06M – – –
MML Investors Services
128
MML Investors Services
Massachusetts
$5.05M +$202K +8,892 +4%
NFG
129
Northeast Financial Group
Pennsylvania
$5.02M +$280K +12,345 +6%
TWM
130
Tradition Wealth Management
Minnesota
$4.99M +$693K +30,509 +16%
GFP
131
Guardian Financial Partners
California
$4.75M +$1.03M +45,252 +28%
WI
132
WrapManager Inc
California
$4.71M +$4.71M +207,575 New
BBWP
133
Beacon Bridge Wealth Partners
Pennsylvania
$4.63M -$721K -31,757 -13%
AO
134
Advisor OS
Illinois
$4.6M -$13.2K -582 -0.3%
MFGP
135
Marshall Financial Group (Pennsylvania)
Pennsylvania
$4.44M -$182K -8,032 -4%
Commonwealth Equity Services
136
Commonwealth Equity Services
Massachusetts
$4.43M -$533K -23,482 -11%
WAM
137
Wakefield Asset Management
Colorado
$4.37M -$2.46M -108,362 -36%
SC
138
Syon Capital
California
$4.28M +$382K +16,807 +10%
KF
139
Krilogy Financial
Missouri
$4.27M +$122K +5,377 +3%
BL
140
BFSG LLC
California
$4.22M +$133K +5,843 +3%
ICCON
141
Investment Counsel Company of Nevada
Nevada
$4.13M +$4.13M +182,095 New
AR
142
Apeiron RIA
Texas
$4.13M +$335K +14,760 +9%
Jane Street
143
Jane Street
New York
$4.08M -$1.57M -68,991 -28%
BWA
144
Bestgate Wealth Advisors
Maryland
$4.04M +$4.04M +178,094 New
BIM
145
Breakwater Investment Management
Washington
$4.01M -$167K -7,357 -4%
VWA
146
VSM Wealth Advisory
Maryland
$4M +$4M +176,358 New
HA
147
HC Advisors
Georgia
$3.98M -$363 -16 -0%
HCWM
148
Hidden Cove Wealth Management
Washington
$3.95M +$3.95M +174,094 New
WP
149
WealthPLAN Partners
Nebraska
$3.92M +$36.2K +1,593 +0.9%
ATPW
150
Ashton Thomas Private Wealth
Arizona
$3.87M +$3.87M +170,530 New
4 5
6
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