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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 %
AWA
251
Alaska Wealth Advisors
Alaska
$1.05M +$60.6K +2,742 +6%
VPP
252
Vertex Planning Partners
Illinois
$1.05M +$67.4K +3,046 +7%
FW
253
FirstPurpose Wealth
Utah
$1.05M -$34.6K -1,564 -3%
GWWM
254
Great Waters Wealth Management
Minnesota
$1.03M -$27.7K -1,270 -3%
RIM
255
Redwood Investment Management
Arizona
$1.03M +$1.03M +46,414 New
AA
256
Advisory Alpha
Michigan
$1.02M -$541K -24,470 -35%
AAS
257
Avantax Advisory Services
Texas
$1.01M +$681K +30,780 +205%
CIC
258
Cutler Investment Counsel
Oregon
$1.01M +$111K +5,026 +12%
EGWAG
259
Elwood & Goetz Wealth Advisory Group
Georgia
$1.01M -$1.33M -60,150 -57%
HWA
260
HHM Wealth Advisors
Tennessee
$1M +$282K +12,764 +39%
Cetera Investment Advisers
261
Cetera Investment Advisers
Illinois
$984K -$26.4K -1,192 -3%
TNA
262
True North Advisors
Texas
$966K -$36.3K -1,642 -4%
GVAG
263
Great Valley Advisor Group
Delaware
$965K -$24.9K -1,124 -3%
LIM
264
Lathrop Investment Management
Arkansas
$953K +$1.64K +74 +0.2%
Royal Bank of Canada
265
Royal Bank of Canada
Ontario, Canada
$953K +$541K +24,492 +131%
AHC
266
Anderson Hoagland & Co
Missouri
$952K +$246K +11,104 +35%
AT
267
American Trust
Kentucky
$949K -$19.8M -893,528 -95%
SWM
268
Stockman Wealth Management
Montana
$926K +$69.7K +3,150 +8%
SC
269
Shearwater Capital
Colorado
$922K -$19.2K -870 -2%
PFA
270
Pinnacle Family Advisors
Missouri
$915K -$96.1K -4,344 -9%
JWS
271
Juncture Wealth Strategies
Arizona
$911K -$7.52K -340 -0.8%
BFA
272
Beacon Financial Advisory
Ohio
$907K +$135K +6,104 +17%
GCA
273
Gradient Capital Advisors
California
$905K -$10.3K -466 -1%
JWA
274
JFS Wealth Advisors
Pennsylvania
$904K -$82.8K -3,746 -8%
FFA
275
Farther Finance Advisors
California
$900K +$7.78K +352 +0.9%
9 10
11
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