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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
1
Charles Schwab
California
$1.25B
2
DWM
2
Destination Wealth Management
California
$118M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$182M
4
Morgan Stanley
4
Morgan Stanley
New York
$55.9M
5
Goldman Sachs
5
Goldman Sachs
New York
$117M

Top Sellers

1
BAAM
1
Baker Avenue Asset Management
California
$0
2
Jane Street
2
Jane Street
New York
$995K
3
Ameriprise
3
Ameriprise
Minnesota
$124M
4
NYLIM
4
New York Life Investment Management
New York
$0
5
SFA
5
Souders Financial Advisors
Ohio
$366K
Name Holding Trade Value Shares
Change 		Shares
Change %
ZF
301
Zhang Financial
Michigan
$896K -$577K -24,760 -39%
USCWA
302
U.S. Capital Wealth Advisors
Texas
$891K +$345K +14,790 +63%
KWM
303
Kingsview Wealth Management
Oregon
$884K – – –
KAS
304
Kestra Advisory Services
Texas
$864K -$14.6K -628 -2%
NDSI
305
Newman Dignan & Sheerar Inc
Rhode Island
$847K +$176K +7,556 +26%
CCG
306
Catalina Capital Group
California
$846K +$846K +36,314 New
AWA
307
Aletheian Wealth Advisors
Washington
$843K -$68.7K -2,948 -8%
FMWA
308
Forvis Mazars Wealth Advisors
Missouri
$829K +$533K +22,850 +180%
JWS
309
Juncture Wealth Strategies
Arizona
$826K -$134K -5,766 -14%
SFG
310
Sage Financial Group
Pennsylvania
$821K +$212K +9,116 +35%
CTC
311
Central Trust Company
Missouri
$815K +$815K +34,952 New
Royal Bank of Canada
312
Royal Bank of Canada
Ontario, Canada
$797K -$161K -7,262 -17%
HWM
313
HB Wealth Management
Georgia
$795K +$320K +13,736 +67%
IWM
314
IHT Wealth Management
Illinois
$785K -$6.34K -272 -0.8%
SIAG
315
Signet Investment Advisory Group
Rhode Island
$781K -$28.7K -1,232 -4%
BFA
316
Beacon Financial Advisory
Ohio
$772K -$184K -7,902 -19%
SVWG
317
Shared Vision Wealth Group
United States
$767K +$767K +32,904 New
Truist Financial
318
Truist Financial
North Carolina
$745K +$15.2K +650 +2%
AOWM
319
Alpha Omega Wealth Management
Virginia
$737K +$22.7K +972 +3%
TNA
320
True North Advisors
Texas
$728K -$290K -12,420 -28%
RPSA
321
Richard P. Slaughter Associates
Texas
$726K +$456K +19,568 +169%
JWA
322
JFS Wealth Advisors
Pennsylvania
$726K -$227K -9,722 -24%
CPIG
323
Chicago Partners Investment Group
Illinois
$722K +$722K +31,442 New
RPG
324
Resource Planning Group
Georgia
$720K -$128K -5,484 -15%
MWP
325
Meridian Wealth Partners
Pennsylvania
$709K -$30.7K -1,318 -4%
11 12
13
14 15