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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 %
CFO
201
CVA Family Office
Colorado
$1.96M +$6.18K +260 +0.3%
NB
202
NBT Bank
New York
$1.94M – – –
VFIC
203
Valley Forge Investment Consultants
Pennsylvania
$1.93M -$61.5K -2,590 -3%
AWM
204
Act Wealth Management
Texas
$1.91M +$1.91M +80,588 New
WANY
205
Wealthspire Advisors (New York)
New York
$1.9M -$632K -26,596 -25%
SB
206
Strategic Blueprint
Georgia
$1.9M -$275K -11,584 -13%
AA
207
Axiom Advisory
California
$1.89M +$941K +40,150 +99%
ASFA
208
All Season Financial Advisors
Colorado
$1.89M +$379K +15,934 +25%
NL
209
NWAM LLC
Washington
$1.87M +$1.87M +78,796 New
SWM
210
SeaCrest Wealth Management
New York
$1.86M -$3.61K -152 -0.2%
CCM
211
Crabel Capital Management
California
$1.85M +$1.1M +46,406 +148%
BIG
212
Bush Investment Group
Georgia
$1.82M +$65.6K +2,762 +4%
SFMG
213
Sage Financial Management Group
Virginia
$1.81M +$1.81M +76,092 New
CWM
214
Cedar Wealth Management
California
$1.8M +$418K +17,576 +30%
GWP
215
Gen-Wealth Partners
Michigan
$1.8M +$831K +71,940 +85%
WA
216
WBH Advisory
Maryland
$1.8M -$10.7K -452 -0.6%
CTWM
217
Cherry Tree Wealth Management
Minnesota
$1.79M +$62.4K +2,626 +4%
HWA
218
HHM Wealth Advisors
Tennessee
$1.74M +$262K +11,026 +18%
SAW
219
Signal Advisors Wealth
Michigan
$1.73M +$1.73M +72,678 New
RWM
220
Revisor Wealth Management
Ohio
$1.72M +$656K +27,622 +62%
MWM
221
Maripau Wealth Management
Indiana
$1.71M -$124K -5,202 -7%
OFS
222
Oldfather Financial Services
Nebraska
$1.68M +$34.6K +1,458 +2%
CMBA
223
C.M. Bidwell & Associates
Hawaii
$1.65M +$230K +9,686 +16%
MCM
224
Mendel Capital Management
Arkansas
$1.65M +$62.6K +2,636 +4%
EFM
225
Eley Financial Management
Vermont
$1.65M -$18.8K -792 -1%
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