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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

535 hedge funds and large institutions have $4.03B invested in Schwab US Aggregate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 225 increasing their positions, 205 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
-5
Holders Change %
-0.93%
% of All Funds
8.53%
Holding in Top 10
56
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.89%
New
51
Increased
225
Reduced
205
Closed
45
Calls
$106K
Puts
$181K
Net Calls
-$75K
Net Calls Change
+$128K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$105M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$33.6M
3
Charles Schwab
Charles Schwab
California
+$32.9M
4
Jane Street
Jane Street
New York
+$19M
5
HighTower Advisors
HighTower Advisors
Illinois
+$14.5M

Top Sellers

1
AA
Apriem Advisors
California
-$23.3M
2
AT
American Trust
Kentucky
-$19.8M
3
CIAS
CFS Investment Advisory Services
New Jersey
-$15.2M
4
CWM
Congress Wealth Management
Massachusetts
-$13.3M
5
OIA
OneDigital Investment Advisors
Kansas
-$9.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCIA
226
Prime Capital Investment Advisors
Kansas
$1.22M +$25.3K +1,146 +2%
VNA
227
Valley National Advisers
Pennsylvania
$1.22M – – –
SFG
228
StrategIQ Financial Group
Indiana
$1.2M +$472K +21,326 +64%
PA
229
Parallel Advisors
California
$1.19M +$302K +13,648 +34%
BL
230
BCWM LLC
Kansas
$1.19M +$99.4K +4,496 +9%
BWM
231
Blossom Wealth Management
California
$1.19M +$34.1K +1,542 +3%
BC
232
Bowman & Company
Wisconsin
$1.18M +$242K +10,956 +26%
CA
233
Cetera Advisors
Colorado
$1.18M +$233K +10,520 +24%
PAG
234
Private Advisor Group
New Jersey
$1.17M -$87.5K -3,956 -7%
MF
235
Manchester Financial
California
$1.16M -$32.1K -1,450 -3%
LCM
236
Liberty Capital Management
Michigan
$1.16M +$47.9K +2,164 +4%
OPS
237
Orion Portfolio Solutions
Nebraska
$1.14M -$156K -7,038 -12%
BCI
238
Brinker Capital Investments
Pennsylvania
$1.14M -$156K -7,038 -12%
TCM
239
Twele Capital Management
Minnesota
$1.14M -$83.6K -3,778 -7%
MWM
240
Modera Wealth Management
New Jersey
$1.13M -$29.2K -1,320 -3%
RFG
241
Range Financial Group
Oregon
$1.13M +$34.1K +1,542 +3%
CMBA
242
C.M. Bidwell & Associates
Hawaii
$1.12M +$172K +7,778 +18%
OFG
243
Orcam Financial Group
California
$1.12M -$74.1K -3,352 -6%
TFA
244
Teamwork Financial Advisors
Texas
$1.12M +$22K +996 +2%
BWA
245
Burt Wealth Advisors
Maryland
$1.11M -$88.5K -4,000 -7%
OFS
246
Oldfather Financial Services
Nebraska
$1.11M +$39.7K +1,796 +4%
SFA
247
Seneca Financial Advisors
New York
$1.11M +$1.68K +76 +0.2%
CWM
248
CIBC World Markets
New York
$1.1M +$1.1M +49,964 New
VWA
249
Visionary Wealth Advisors
Illinois
$1.09M -$90.4K -4,086 -8%
Natixis Advisors
250
Natixis Advisors
Massachusetts
$1.09M +$219K +9,892 +25%
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