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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 %
CAL
301
Capital Advisors Ltd
Ohio
$637K – – –
NDSI
302
Newman Dignan & Sheerar Inc
Rhode Island
$636K +$3.19K +144 +0.5%
EAM
303
Empirical Asset Management
Massachusetts
$635K +$231K +10,458 +57%
LHEI
304
Leo H. Evart Inc
California
$626K +$1.68K +76 +0.3%
FWA
305
Freedom Wealth Alliance
Wisconsin
$621K -$48K -2,172 -7%
LFA
306
Laraway Financial Advisors
Minnesota
$607K -$26.1K -1,178 -4%
CAG
307
Csenge Advisory Group
Florida
$603K +$46.3K +2,092 +8%
CFO
308
CVA Family Office
Colorado
$601K +$244K +11,026 +68%
PFA
309
Pure Financial Advisors
California
$597K +$6.41K +290 +1%
AIP
310
Ameritas Investment Partners
Nebraska
$596K -$2.04K -92 -0.3%
OCM
311
One Capital Management
California
$595K -$26.5K -1,200 -4%
AC
312
Abbrea Capital
California
$587K +$63K +2,850 +12%
AL
313
Aspiriant LLC
California
$583K -$7.74K -350 -1%
SFG
314
Sage Financial Group
Pennsylvania
$577K – – –
CFG
315
Cooper Financial Group
California
$571K -$140K -6,316 -20%
DBRC
316
D.B. Root & Company
Pennsylvania
$563K -$63K -2,848 -10%
BAMG
317
Brand Asset Management Group
Missouri
$562K +$13K +586 +2%
EWM
318
Endowment Wealth Management
Wisconsin
$558K +$29.7K +1,344 +6%
WPC
319
Wedmont Private Capital
Pennsylvania
$550K +$550K +24,974 New
BCM
320
Brookstone Capital Management
Illinois
$536K +$158K +7,314 +42%
BRWA
321
B. Riley Wealth Advisors
Florida
$533K +$51K +2,306 +11%
CIP
322
Capital Insight Partners
Arizona
$532K -$24.9K -1,126 -4%
VDI
323
Vaughan David Investments
Illinois
$531K -$1.33K -60 -0.2%
LGG
324
Luts & Greenleigh Group
Maryland
$529K +$133 +6 +0%
US Bancorp
325
US Bancorp
Minnesota
$528K +$275K +12,448 +109%
11 12
13
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