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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.

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 Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$301M 6,330,057 +689,398 +12%
Ameriprise
2
Ameriprise
Minnesota
$197M 4,150,430 +1,466,791 +55%
APP
3
Avantax Planning Partners
Iowa
$149M 3,135,279 -263,138 -8%
CST
4
Charles Schwab Trust
Nevada
$138M 2,900,621 +1,353,589 +87%
RIM
5
Rockbridge Investment Management
New York
$135M 2,848,603 +263,472 +10%
Financial Engines Advisors
6
Financial Engines Advisors
California
$120M 2,525,055 -18,564 -0.7%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$97.3M 2,047,586 -113,997 -5%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$82.3M 1,732,248 -38,244 -2%
TWP
9
Total Wealth Planning
Ohio
$79.3M 1,669,016 +236,167 +16%
OIA
10
OneDigital Investment Advisors
Kansas
$78.6M 1,654,617 -40,659 -2%
Goldman Sachs
11
Goldman Sachs
New York
$77.6M 1,633,067 -58,633 -3%
HighTower Advisors
12
HighTower Advisors
Illinois
$69.1M 1,454,892 +99,392 +7%
ML
13
McAdam LLC
Pennsylvania
$67.7M 1,423,928 -283,735 -17%
KBFS
14
Kohmann Bosshard Financial Services
Ohio
$55M 1,157,306 +41,431 +4%
DWM
15
Destination Wealth Management
California
$50.2M 1,057,047 -27,114 -3%
HCM
16
Hengehold Capital Management
Ohio
$47.5M 999,215 +18,690 +2%
BWA
17
BlueSky Wealth Advisors
North Carolina
$47.3M 995,941 +54,495 +6%
Mariner
18
Mariner
Kansas
$45.7M 960,753 +196,343 +26%
HGWM
19
Horst & Graben Wealth Management
Oregon
$33.6M 706,414 +5,522 +0.8%
TCM
20
TruNorth Capital Management
Michigan
$32M 674,065 +50,850 +8%
AIA
21
Alera Investment Advisors
Illinois
$30.7M 645,468 +375,589 +139%
TWM
22
TSA Wealth Management
Texas
$28.9M 609,155 +93,051 +18%
TF
23
Theory Financial
Colorado
$28.9M 1,249,993 +660,264 +112%
FLA
24
Financial Life Advisors
Texas
$27.3M 574,848 +41,453 +8%
ZRP
25
Zynergy Retirement Planning
New Jersey
$26.7M 562,226 +18,776 +3%
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