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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 %
HWA
276
HHM Wealth Advisors
Tennessee
$1.1M +$48K +2,058 +5%
SFMG
277
Sage Financial Management Group
Virginia
$1.1M -$208K -8,918 -16%
TCM
278
Twele Capital Management
Minnesota
$1.09M -$109K -4,690 -9%
BWA
279
Burt Wealth Advisors
Maryland
$1.09M -$84.2K -3,614 -7%
CCM
280
Crabel Capital Management
California
$1.08M +$1.08M +46,458 New
EGWAG
281
Elwood & Goetz Wealth Advisory Group
Georgia
$1.07M +$7.27K +312 +0.7%
CIC
282
Cutler Investment Counsel
Oregon
$1.06M -$1.73K -74 -0.2%
VWA
283
VERITY Wealth Advisors
United States
$1.04M -$1.74M -74,442 -62%
LCM
284
Liberty Capital Management
Michigan
$1.04M -$189K -8,088 -15%
AWA
285
Arete Wealth Advisors
Illinois
$1.02M +$1.02M +43,786 New
VPP
286
Vertex Planning Partners
Illinois
$1.02M -$87.7K -3,764 -8%
RIA
287
Regal Investment Advisors
Michigan
$1,000K +$132K +5,652 +15%
RTL
288
Red Tortoise LLC
Georgia
$999K +$60.6K +2,600 +6%
Jane Street
289
Jane Street
New York
$995K -$29.9M -1,282,704 -97%
SWM
290
Stockman Wealth Management
Montana
$990K +$14K +600 +1%
SC
291
Shearwater Capital
Colorado
$972K – – –
Wells Fargo
292
Wells Fargo
California
$955K +$910K +39,040 +2,029%
GCA
293
Gradient Capital Advisors
California
$948K -$6.29K -270 -0.7%
AACR
294
ACR Alpine Capital Research
Missouri
$943K -$4.76K -204 -0.5%
SFS
295
Sowell Financial Services
Arkansas
$936K +$168K +7,226 +22%
BFG
296
Beacon Financial Group
Texas
$931K +$931K +39,938 New
O3W
297
Omni 360 Wealth
New Jersey
$929K +$929K +39,834 New
Empower Advisory Group
298
Empower Advisory Group
Colorado
$914K -$1.03K -44 -0.1%
PA
299
Parallel Advisors
California
$908K -$347K -14,884 -28%
PFA
300
Pinnacle Family Advisors
Missouri
$899K -$66.2K -2,840 -7%
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