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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

566 hedge funds and large institutions have $4.54B invested in Schwab US Aggregate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 253 increasing their positions, 200 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
-21
Holders Change %
-3.58%
% of All Funds
8.21%
Holding in Top 10
49
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-15.52%
% of All Funds
0.71%
New
44
Increased
253
Reduced
200
Closed
54
Calls
$28K
Puts
$166K
Net Calls
-$138K
Net Calls Change
-$194K

Top Buyers

1
Charles Schwab
Charles Schwab
California
$1.48B
2
APP
Avantax Planning Partners
Iowa
$165M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$206M
4
Mariner
Mariner
Kansas
$30.3M
5
FRA
FFG Retirement Advisors
Colorado
$11.2M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
$3.31M
2
RA
Rational Advisors
New York
$0
3
DWM
Destination Wealth Management
California
$55M
4
BWA
BlueSky Wealth Advisors
North Carolina
$0
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
226
Cahill Financial Advisors
Minnesota
$1.4M +$230 +10 +0%
CMBA
227
C.M. Bidwell & Associates
Hawaii
$1.39M +$145K +6,318 +12%
BIA
228
Bigelow Investment Advisors
Maine
$1.38M -$56.2K -2,442 -4%
Koshinski Asset Management
229
Koshinski Asset Management
Illinois
$1.38M -$142K -6,184 -9%
AW
230
Avion Wealth
Texas
$1.37M +$95.6K +4,154 +7%
HWA
231
HHM Wealth Advisors
Tennessee
$1.36M +$265K +11,542 +24%
RFG
232
Range Financial Group
Oregon
$1.35M +$180K +7,836 +15%
AWA
233
Alaska Wealth Advisors
Alaska
$1.35M -$4.6K -200 -0.3%
AWC
234
Adamsbrown Wealth Consultants
Kansas
$1.34M +$76.6K +3,330 +6%
SIM
235
Sterling Investment Management
Arizona
$1.32M -$12.3K -534 -0.9%
ECM
236
Exchange Capital Management
Michigan
$1.32M -$21.9K -950 -2%
LA
237
LexAurum Advisors
Kansas
$1.32M -$55.2K -2,398 -4%
OC
238
Oarsman Capital
Wisconsin
$1.29M +$1.29M +56,046 New
HIF
239
Hill Island Financial
Michigan
$1.29M +$100K +4,364 +8%
TCA
240
Transcend Capital Advisors
New Jersey
$1.29M +$60.6K +2,634 +5%
MF
241
Manchester Financial
California
$1.28M +$2.48K +108 +0.2%
CCFM
242
Clear Creek Financial Management
Washington
$1.28M +$24.9K +1,082 +2%
LA
243
LVW Advisors
New York
$1.28M -$136K -5,912 -10%
VPP
244
Vertex Planning Partners
Illinois
$1.27M +$270K +11,734 +27%
WIA
245
World Investment Advisors
California
$1.27M +$956K +41,546 +303%
BWM
246
Blossom Wealth Management
California
$1.25M +$4.32K +188 +0.3%
Betterment LLC
247
Betterment LLC
New York
$1.25M +$102K +4,456 +9%
EFS
248
Econ Financial Services
Pennsylvania
$1.22M -$389K -16,898 -24%
OFG
249
Orcam Financial Group
California
$1.22M -$94.7K -4,116 -7%
BC
250
Bowman & Company
Wisconsin
$1.22M +$16.7K +724 +1%
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