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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 %
PIMG
151
Patriot Investment Management Group
Tennessee
$3.77M -$108K -4,766 -3%
VI
152
VanderPol Investments
Michigan
$3.65M -$454K -20,021 -11%
PWM
153
Perigon Wealth Management
California
$3.65M +$1.23M +54,094 +51%
5W
154
5T Wealth
California
$3.64M +$3.64M +160,453 New
EWM
155
Empirical Wealth Management
Washington
$3.61M -$252K -11,116 -7%
GFWA
156
Grey Fox Wealth Advisors
Delaware
$3.49M +$450K +19,845 +15%
HI
157
Harbour Investments
Wisconsin
$3.45M -$25.4K -1,121 -0.7%
NI
158
NYL Investors
New York
$3.43M +$209K +9,200 +6%
RWM
159
Rialto Wealth Management
New York
$3.43M +$3.43M +151,183 New
AWM
160
Apollon Wealth Management
South Carolina
$3.38M -$27.1K -1,192 -0.8%
HWM
161
HB Wealth Management
Georgia
$3.38M +$3.05M +134,374 +938%
LWA
162
Lifelong Wealth Advisors
Minnesota
$3.34M +$3.34M +147,284 New
MLA
163
My Legacy Advisors
Oregon
$3.33M +$135K +5,955 +4%
SMG
164
Smart Money Group
Texas
$3.3M -$5.09M -224,183 -61%
CWM
165
Chesapeake Wealth Management
Virginia
$3.29M -$59.6K -2,626 -2%
VA
166
Valmark Advisers
Ohio
$3.2M +$494K +21,783 +18%
MSFS
167
Main Street Financial Solutions
Pennsylvania
$3.17M +$362K +15,953 +13%
NFTC
168
North Forty Two & Co
Oregon
$3.07M +$3.07M +135,252 New
CHA
169
Cooper/Haims Advisors
New York
$3.01M +$713K +31,425 +31%
LTL
170
Lowery Thomas LLC
California
$2.98M +$558K +24,567 +23%
RIM
171
Redwood Investment Management
Arizona
$2.96M +$232K +10,241 +9%
CAPTRUST Financial Advisors
172
CAPTRUST Financial Advisors
North Carolina
$2.92M -$1.61M -70,805 -35%
PFGIA
173
Patriot Financial Group Insurance Agency
Massachusetts
$2.87M +$161K +7,090 +6%
JFG
174
JMG Financial Group
Illinois
$2.82M -$143K -6,283 -5%
CFMC
175
Curbstone Financial Management Corp
New Hampshire
$2.82M +$622K +27,400 +28%
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