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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 %
EFG
276
Embree Financial Group
Illinois
$999K -$150K -6,534 -13%
SC
277
Savant Capital
Illinois
$995K -$135K -5,874 -12%
Jane Street
278
Jane Street
New York
$979K -$2.25K -98 -0.2%
SC
279
Shearwater Capital
Colorado
$977K +$18.8K +818 +2%
SWM
280
Stockman Wealth Management
Montana
$977K – – –
O3W
281
Omni 360 Wealth
New Jersey
$973K +$56.8K +2,468 +6%
GCA
282
Gradient Capital Advisors
California
$940K +$4.51K +196 +0.5%
1WM
283
1900 Wealth Management
Texas
$931K -$363K -15,786 -28%
KAS
284
Kestra Advisory Services
Texas
$926K +$73K +3,174 +9%
FMWA
285
Forvis Mazars Wealth Advisors
Missouri
$921K +$103K +4,470 +13%
PA
286
Parallel Advisors
California
$915K +$18.6K +810 +2%
SFMG
287
Sage Financial Management Group
Virginia
$910K -$177K -7,690 -16%
DAM
288
Derbend Asset Management
Georgia
$907K +$907K +39,428 New
Empower Advisory Group
289
Empower Advisory Group
Colorado
$904K +$1.43K +62 +0.2%
LCM
290
Liberty Capital Management
Michigan
$902K -$120K -5,196 -12%
GWM
291
GSB Wealth Management
Connecticut
$895K -$3.83M -166,528 -81%
PFA
292
Pinnacle Family Advisors
Missouri
$894K +$7.27K +316 +0.8%
BCI
293
Brinker Capital Investments
Pennsylvania
$892K -$403K -17,542 -31%
OPS
294
Orion Portfolio Solutions
Nebraska
$892K -$403K -17,542 -31%
Millennium Management
295
Millennium Management
New York
$883K +$883K +38,398 New
USCWA
296
U.S. Capital Wealth Advisors
Texas
$878K -$414 -18 -0%
Royal Bank of Canada
297
Royal Bank of Canada
Ontario, Canada
$872K +$46.8K +2,034 +6%
KWM
298
Kingsview Wealth Management
Oregon
$871K -$1.98K -86 -0.2%
JWS
299
Juncture Wealth Strategies
Arizona
$856K +$41.4K +1,798 +5%
ZF
300
Zhang Financial
Michigan
$851K -$33.1K -1,438 -4%
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