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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 %
Natixis Advisors
251
Natixis Advisors
Massachusetts
$1.21M +$43.8K +1,904 +4%
LIM
252
Lathrop Investment Management
Arkansas
$1.19M -$19K -824 -2%
WAL
253
W Advisors LLC
Tennessee
$1.18M -$736 -32 -0.1%
TNA
254
True North Advisors
Texas
$1.17M +$452K +19,666 +63%
Lido Advisors
255
Lido Advisors
California
$1.15M -$815K -35,432 -41%
MWM
256
Modera Wealth Management
New Jersey
$1.15M +$37K +1,608 +3%
TCM
257
Twele Capital Management
Minnesota
$1.15M +$73.6K +3,198 +7%
GWWM
258
Great Waters Wealth Management
Minnesota
$1.15M +$48.5K +2,110 +4%
FW
259
FirstPurpose Wealth
Utah
$1.11M -$134K -5,978 -11%
TC
260
TownSquare Capital
Utah
$1.11M +$1.11M +48,088 New
VWA
261
Visionary Wealth Advisors
Illinois
$1.1M -$59.7K -2,594 -5%
FFA
262
Farther Finance Advisors
California
$1.1M -$402K -17,646 -27%
AACR
263
ACR Alpine Capital Research
Missouri
$1.09M +$162K +7,064 +17%
BWA
264
Burt Wealth Advisors
Maryland
$1.08M +$5.89K +256 +0.5%
PAG
265
Private Advisor Group
New Jersey
$1.08M -$103K -4,460 -9%
DLCIG
266
D.L. Carlson Investment Group
New Hampshire
$1.06M -$65.6K -2,850 -6%
CFS
267
Coordinated Financial Services
Colorado
$1.05M +$1.05M +45,500 New
WFC
268
Western Financial Corp
California
$1.05M -$201K -8,756 -16%
GWM
269
Geneos Wealth Management
Colorado
$1.04M -$106K -4,610 -9%
VWA
270
VERITY Wealth Advisors
United States
$1.04M +$6.16K +268 +0.6%
RPSA
271
Richard P. Slaughter Associates
Texas
$1.03M +$315K +13,680 +44%
ASN
272
Advisory Services Network
Georgia
$1.03M +$376K +16,368 +58%
Wells Fargo
273
Wells Fargo
California
$1.02M +$80.2K +3,486 +9%
AWA
274
Arete Wealth Advisors
Illinois
$1M -$3.82K -166 -0.4%
RIA
275
Regal Investment Advisors
Michigan
$999K +$12.3K +536 +1%
9 10
11
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