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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 %
RFN
201
RDA Financial Network
Iowa
$2.21M +$906K +39,902 +69%
BSB
202
Bangor Savings Bank
Maine
$2.21M +$321K +14,157 +17%
GSWM
203
Greenup Street Wealth Management
Michigan
$2.19M -$919K -40,463 -30%
CW
204
CreativeOne Wealth
Kansas
$2.18M +$20.1K +886 +0.9%
AWE
205
Avidian Wealth Enterprises
Texas
$2.14M +$13.7K +605 +0.6%
OPS
206
Orion Portfolio Solutions
Nebraska
$2.13M +$747K +32,887 +54%
BCI
207
Brinker Capital Investments
Pennsylvania
$2.13M +$747K +32,887 +54%
CFO
208
CVA Family Office
Colorado
$2.13M +$259K +11,422 +14%
TW
209
Transform Wealth
Colorado
$2.1M +$110K +4,866 +6%
MCM
210
M1 Capital Management
Michigan
$2.07M +$2.07M +91,302 New
FFS
211
Fischer Financial Services
Pennsylvania
$2.07M +$2.07M +91,155 New
GRP
212
Global Retirement Partners
California
$2.05M -$402K -17,705 -16%
BCM
213
Brookstone Capital Management
Illinois
$2.05M +$119K +5,238 +6%
CFG
214
Cooper Financial Group
California
$2.03M +$896K +39,484 +79%
EFG
215
Elios Financial Group
Ohio
$2.02M +$27.7K +1,221 +1%
MFG
216
Midwest Financial Group
Kansas
$2M +$129K +5,687 +7%
SPI
217
Sutton Place Investors
New York
$2M +$7.61K +335 +0.4%
BA
218
Ballast Advisors
Minnesota
$1.96M +$11.1K +489 +0.6%
VFIC
219
Valley Forge Investment Consultants
Pennsylvania
$1.95M +$108K +4,751 +6%
AC
220
AlphaCore Capital
California
$1.91M +$1.91M +84,076 +161,685%
OFS
221
Oldfather Financial Services
Nebraska
$1.91M +$299K +13,162 +19%
AWM
222
Act Wealth Management
Texas
$1.89M +$64.6K +2,845 +4%
LPAM
223
Lodestar Private Asset Management
California
$1.89M -$219K -9,627 -10%
SB
224
Strategic Blueprint
Georgia
$1.87M +$58.2K +2,566 +3%
GWP
225
Gen-Wealth Partners
Michigan
$1.86M -$1.68M -74,157 -48%
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