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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 %
OC
176
Oarsman Capital
Wisconsin
$2.79M +$21.1K +928 +0.8%
BBW
177
Blue Barn Wealth
Utah
$2.73M +$105K +4,633 +4%
OFS
178
OneAscent Financial Services
Alabama
$2.7M +$2.7M +118,755 New
SC
179
Savant Capital
Illinois
$2.69M +$1.81M +79,591 +205%
SI
180
Stonekeep Investments
New Mexico
$2.6M -$222K -9,795 -8%
FW
181
FullCircle Wealth
Texas
$2.55M -$2.85M -124,756 -53%
FD
182
Financial Designs
California
$2.51M +$167K +7,347 +7%
RWM
183
RKL Wealth Management
Pennsylvania
$2.49M -$466K -20,537 -16%
FWP
184
Firethorn Wealth Partners
Georgia
$2.49M -$109K -4,807 -4%
SWA
185
Sightline Wealth Advisors
Connecticut
$2.46M -$204K -8,977 -8%
RPGK
186
Retirement Planning Group (Kansas)
Kansas
$2.42M -$144K -6,341 -6%
FIA
187
Foundations Investment Advisors
Arizona
$2.42M +$359K +15,818 +17%
CFGSD
188
Compass Financial Group (South Dakota)
South Dakota
$2.42M +$116K +5,107 +5%
NCM
189
Northwest Capital Management
Oregon
$2.42M -$2.08M -91,713 -46%
ES
190
ETF Store
Kansas
$2.41M -$549K -24,170 -19%
AA
191
Ancora Advisors
Ohio
$2.4M -$25.4K -1,121 -1%
KAS
192
Kestra Advisory Services
Texas
$2.4M -$965K -42,528 -29%
WANY
193
Wealthspire Advisors (New York)
New York
$2.39M +$575K +25,309 +32%
VFPW
194
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.39M -$83.1K -3,660 -3%
MCA
195
Magnolia Capital Advisors
Mississippi
$2.35M – – –
DWM
196
Diversify Wealth Management
Utah
$2.34M -$2.56M -113,874 -52%
CMAI
197
Capital Management Associates Inc
Minnesota
$2.31M +$167K +7,339 +8%
KC
198
Kades & Cheifetz
Pennsylvania
$2.29M +$165K +7,260 +8%
OFG
199
Omega Financial Group
California
$2.22M -$356K -15,663 -14%
MW
200
Maia Wealth
Colorado
$2.21M -$2.33M -101,912 -51%
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