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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 %
AACR
276
ACR Alpine Capital Research
Missouri
$899K +$97.4K +4,402 +12%
RTL
277
Red Tortoise LLC
Georgia
$890K +$72K +3,256 +9%
T
278
TRUADVICE
Florida
$886K -$170K -7,688 -16%
Empower Advisory Group
279
Empower Advisory Group
Colorado
$869K -$90K -4,068 -9%
AWA
280
Aletheian Wealth Advisors
Washington
$865K -$105K -4,760 -11%
KWM
281
Kingsview Wealth Management
Oregon
$839K -$61.3K -2,772 -7%
KAS
282
Kestra Advisory Services
Texas
$834K +$18.6K +842 +2%
TCA
283
Transcend Capital Advisors
New Jersey
$830K -$186K -8,390 -18%
RIA
284
Regal Investment Advisors
Michigan
$823K +$58.5K +2,644 +8%
RPG
285
Resource Planning Group
Georgia
$804K -$840 -38 -0.1%
SIAG
286
Signet Investment Advisory Group
Rhode Island
$768K +$2.34K +106 +0.3%
MSWMA
287
Market Street Wealth Management Advisors
Indiana
$767K -$346K -15,662 -31%
CCFCSB
288
Cape Cod Five Cents Savings Bank
Massachusetts
$754K +$754K +34,104 New
IWM
289
IHT Wealth Management
Illinois
$751K -$55.6K -2,512 -7%
SFS
290
Sowell Financial Services
Arkansas
$728K -$242K -10,966 -25%
LAIC
291
Lederer & Associates Investment Counsel
California
$724K -$193K -8,738 -21%
IA
292
IFG Advisory
Georgia
$713K +$169K +7,646 +31%
MWP
293
Meridian Wealth Partners
Pennsylvania
$701K -$3.58K -162 -0.5%
Truist Financial
294
Truist Financial
North Carolina
$692K -$12.6K -568 -2%
RRCM
295
Rappaport Reiches Capital Management
Illinois
$691K -$15.5K -702 -2%
PEA
296
Park Edge Advisors
Ohio
$680K -$25K -1,130 -4%
AOWM
297
Alpha Omega Wealth Management
Virginia
$678K -$24.6K -1,112 -4%
LFA
298
Landmark Financial Advisors
Kentucky
$649K +$619 +28 +0.1%
GP
299
Girard Partners
Pennsylvania
$647K +$647K +29,248 New
RWM
300
Revisor Wealth Management
Ohio
$640K +$24K +1,084 +4%
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