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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 %
FW
251
FirstPurpose Wealth
Utah
$1.29M +$184K +7,906 +17%
AWC
252
Adamsbrown Wealth Consultants
Kansas
$1.28M -$57.5K -2,466 -4%
CCFM
253
Clear Creek Financial Management
Washington
$1.28M +$897K +38,492 +237%
BWM
254
Blossom Wealth Management
California
$1.26M +$15.5K +664 +1%
CMBA
255
C.M. Bidwell & Associates
Hawaii
$1.26M +$82.5K +3,540 +7%
WFC
256
Western Financial Corp
California
$1.26M -$65.9K -2,826 -5%
TCA
257
Transcend Capital Advisors
New Jersey
$1.24M +$367K +15,758 +42%
WHCI
258
W.H. Cornerstone Investments
Massachusetts
$1.24M -$1.1M -47,160 -47%
LIM
259
Lathrop Investment Management
Arkansas
$1.23M +$223K +9,558 +22%
BC
260
Bowman & Company
Wisconsin
$1.22M -$30.5K -1,308 -2%
HIF
261
Hill Island Financial
Michigan
$1.2M -$228K -9,780 -16%
WAL
262
W Advisors LLC
Tennessee
$1.2M +$1.2M +51,508 New
PAG
263
Private Advisor Group
New Jersey
$1.19M -$40.9K -1,756 -3%
RFG
264
Range Financial Group
Oregon
$1.19M +$3.87K +166 +0.3%
Natixis Advisors
265
Natixis Advisors
Massachusetts
$1.18M +$40.2K +1,726 +4%
CWM
266
CIBC World Markets
New York
$1.18M +$16.5K +708 +1%
VWA
267
Visionary Wealth Advisors
Illinois
$1.17M +$20.2K +868 +2%
EFG
268
Embree Financial Group
Illinois
$1.16M +$1.16M +49,952 New
GWM
269
Geneos Wealth Management
Colorado
$1.16M -$221K -9,462 -16%
Betterment LLC
270
Betterment LLC
New York
$1.16M +$636K +27,296 +121%
SC
271
Savant Capital
Illinois
$1.14M -$193K -8,260 -14%
MWM
272
Modera Wealth Management
New Jersey
$1.13M -$55.7K -2,388 -5%
DLCIG
273
D.L. Carlson Investment Group
New Hampshire
$1.12M -$203K -8,888 -15%
VNA
274
Valley National Advisers
Pennsylvania
$1.12M -$164K -7,042 -13%
GWWM
275
Great Waters Wealth Management
Minnesota
$1.11M +$13.7K +590 +1%
9 10
11
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