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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 %
GSWM
151
Greenup Street Wealth Management
Michigan
$3.25M +$526K +22,140 +19%
GFWA
152
Grey Fox Wealth Advisors
Delaware
$3.19M -$56.2K -2,366 -2%
JFG
153
JMG Financial Group
Illinois
$3.1M -$5.58M -234,886 -64%
RWM
154
RKL Wealth Management
Pennsylvania
$3.1M -$151K -6,366 -5%
ES
155
ETF Store
Kansas
$3.09M -$247K -10,390 -7%
AI
156
Atria Investments
North Carolina
$2.96M -$26.3K -1,106 -0.9%
SI
157
Stonekeep Investments
New Mexico
$2.96M +$131K +5,502 +5%
MSFS
158
Main Street Financial Solutions
Pennsylvania
$2.94M +$466K +19,602 +19%
OC
159
Oarsman Capital
Wisconsin
$2.9M +$637K +26,800 +28%
RIM
160
Redwood Investment Management
Arizona
$2.85M +$181K +7,628 +7%
PFGIA
161
Patriot Financial Group Insurance Agency
Massachusetts
$2.84M +$125K +5,280 +5%
VA
162
Valmark Advisers
Ohio
$2.83M +$590K +24,844 +26%
SWA
163
Sightline Wealth Advisors
Connecticut
$2.78M -$1.02M -43,090 -27%
BBW
164
Blue Barn Wealth
Utah
$2.75M +$69.2K +2,912 +3%
FW
165
FullCircle Wealth
Texas
$2.73M +$1.55M +134,174 +131%
FWP
166
Firethorn Wealth Partners
Georgia
$2.72M -$34.5K -1,454 -1%
OFG
167
Omega Financial Group
California
$2.7M -$229K -9,622 -8%
RPGK
168
Retirement Planning Group (Kansas)
Kansas
$2.69M -$1.16M -48,922 -30%
VFPW
169
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.58M -$7.57M -318,644 -75%
GRP
170
Global Retirement Partners
California
$2.57M -$130K -5,460 -5%
NRI
171
NFP Retirement Inc
California
$2.57M -$61.7K -2,596 -2%
AA
172
Ancora Advisors
Ohio
$2.54M -$188K -7,930 -7%
LTL
173
Lowery Thomas LLC
California
$2.54M +$2.54M +106,724 New
PWM
174
Perigon Wealth Management
California
$2.53M +$85.1K +3,580 +3%
DWM
175
Diversify Wealth Management
Utah
$2.52M +$1.96M +169,748 +353%
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