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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

587 hedge funds and large institutions have $4.61B invested in Schwab US Aggregate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 213 increasing their positions, 221 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
587
Holders Change
+52
Holders Change %
+9.72%
% of All Funds
8.61%
Holding in Top 10
58
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.57%
% of All Funds
0.85%
New
100
Increased
213
Reduced
221
Closed
40
Calls
$61K
Puts
$5K
Net Calls
+$56K
Net Calls Change
+$131K

Top Buyers

1
Charles Schwab
Charles Schwab
California
$1.25B
2
DWM
Destination Wealth Management
California
$118M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$182M
4
Morgan Stanley
Morgan Stanley
New York
$55.9M
5
Goldman Sachs
Goldman Sachs
New York
$117M

Top Sellers

1
BAAM
Baker Avenue Asset Management
California
$0
2
Jane Street
Jane Street
New York
$995K
3
Ameriprise
Ameriprise
Minnesota
$124M
4
NYLIM
New York Life Investment Management
New York
$0
5
SFA
Souders Financial Advisors
Ohio
$366K
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
226
Cetera Advisors
Colorado
$1.53M +$281K +12,054 +23%
EFM
227
Eley Financial Management
Vermont
$1.53M -$141K -6,034 -8%
BL
228
BCWM LLC
Kansas
$1.52M +$263K +11,298 +21%
CFGSD
229
Compass Financial Group (South Dakota)
South Dakota
$1.51M +$184K +7,892 +14%
PCIA
230
Prime Capital Investment Advisors
Kansas
$1.51M +$221K +9,492 +17%
MCM
231
Mendel Capital Management
Arkansas
$1.51M +$82.1K +3,520 +6%
LNC
232
Lincoln National Corp
Pennsylvania
$1.5M -$6.85K -294 -0.5%
BIA
233
Bigelow Investment Advisors
Maine
$1.46M -$131K -5,634 -8%
CAG
234
Csenge Advisory Group
Florida
$1.45M +$818K +35,110 +129%
LA
235
LVW Advisors
New York
$1.44M +$23.8K +1,020 +2%
Prudential Financial
236
Prudential Financial
New Jersey
$1.43M +$1.08M +46,328 +311%
SPI
237
Sutton Place Investors
New York
$1.42M -$141K -6,044 -9%
CFA
238
Cahill Financial Advisors
Minnesota
$1.42M +$79.3K +3,402 +6%
Citadel Advisors
239
Citadel Advisors
Florida
$1.39M -$1.21M -52,034 -47%
LA
240
LexAurum Advisors
Kansas
$1.39M -$78.8K -3,382 -5%
AWA
241
Alaska Wealth Advisors
Alaska
$1.37M +$263K +11,276 +24%
ECM
242
Exchange Capital Management
Michigan
$1.36M -$67.9K -2,912 -5%
SIM
243
Sterling Investment Management
Arizona
$1.36M +$1.36M +58,138 New
CFO
244
CVA Family Office
Colorado
$1.35M +$720K +30,868 +114%
OFG
245
Orcam Financial Group
California
$1.33M +$153K +6,558 +13%
1WM
246
1900 Wealth Management
Texas
$1.31M -$2.93M -125,726 -69%
BCI
247
Brinker Capital Investments
Pennsylvania
$1.3M +$110K +4,758 +9%
OPS
248
Orion Portfolio Solutions
Nebraska
$1.3M +$110K +4,758 +9%
MF
249
Manchester Financial
California
$1.3M +$72.4K +3,108 +6%
AW
250
Avion Wealth
Texas
$1.3M +$1.21M +51,906 +1,418%
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