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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 %
MCA
176
Magnolia Capital Advisors
Mississippi
$2.46M – – –
FD
177
Financial Designs
California
$2.45M -$10.4K -438 -0.4%
CFGSD
178
Compass Financial Group (South Dakota)
South Dakota
$2.41M +$126K +5,298 +6%
CHA
179
Cooper/Haims Advisors
New York
$2.4M -$5.85K -246 -0.2%
LEFP
180
Leading Edge Financial Planning
Tennessee
$2.39M -$57.2K -2,408 -2%
MW
181
Maia Wealth
Colorado
$2.3M +$1.07M +92,304 +87%
CFMC
182
Curbstone Financial Management Corp
New Hampshire
$2.3M -$19K -800 -0.8%
Renaissance Technologies
183
Renaissance Technologies
New York
$2.26M +$2.26M +95,200 New
CW
184
CreativeOne Wealth
Kansas
$2.26M +$80.5K +3,386 +4%
CMAI
185
Capital Management Associates Inc
Minnesota
$2.25M +$2.25M +94,558 New
AWE
186
Avidian Wealth Enterprises
Texas
$2.23M +$6.56K +276 +0.3%
KC
187
Kades & Cheifetz
Pennsylvania
$2.22M -$61K -2,566 -3%
HPM
188
Hoxton Planning & Management
West Virginia
$2.21M +$71K +2,990 +3%
LPAM
189
Lodestar Private Asset Management
California
$2.21M -$307K -12,904 -12%
FIA
190
Foundations Investment Advisors
Arizona
$2.16M +$862K +36,266 +67%
SPI
191
Sutton Place Investors
New York
$2.08M -$111K -4,666 -5%
EFG
192
Elios Financial Group
Ohio
$2.08M +$2.08M +87,606 New
TW
193
Transform Wealth
Colorado
$2.08M +$128K +5,386 +7%
CAG
194
Csenge Advisory Group
Florida
$2.06M +$1.4M +120,286 +216%
Citadel Advisors
195
Citadel Advisors
Florida
$2.05M -$586K -24,656 -22%
BA
196
Ballast Advisors
Minnesota
$2.04M +$5.8K +244 +0.3%
PMG
197
ProVise Management Group
Florida
$2.04M -$103K -4,346 -5%
BCM
198
Brookstone Capital Management
Illinois
$2.02M +$613K +25,804 +44%
BSB
199
Bangor Savings Bank
Maine
$1.97M -$165K -6,924 -8%
MFG
200
Midwest Financial Group
Kansas
$1.96M +$22.6K +950 +1%
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