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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 %
AWA
301
Aletheian Wealth Advisors
Washington
$832K – – –
GSWM
302
Greenup Street Wealth Management
Michigan
$828K +$224K +9,746 +37%
BFG
303
Beacon Financial Group
Texas
$824K -$94.4K -4,106 -10%
WHCI
304
W.H. Cornerstone Investments
Massachusetts
$822K -$403K -17,538 -33%
BWM
305
BCS Wealth Management
Tennessee
$816K +$328K +14,258 +67%
IA
306
IFG Advisory
Georgia
$810K +$160K +6,944 +25%
CTC
307
Central Trust Company
Missouri
$804K – – –
SIAG
308
Signet Investment Advisory Group
Rhode Island
$799K +$28.5K +1,240 +4%
JWA
309
JFS Wealth Advisors
Pennsylvania
$791K +$74.7K +3,248 +10%
FIA
310
Foundations Investment Advisors
Arizona
$788K +$788K +34,266 New
IWM
311
IHT Wealth Management
Illinois
$775K +$92 +4 +0%
EAM
312
Empirical Asset Management
Massachusetts
$772K +$111K +4,836 +17%
BFA
313
Beacon Financial Advisory
Ohio
$771K +$9.89K +430 +1%
CIC
314
Cutler Investment Counsel
Oregon
$769K -$280K -12,170 -27%
MCM
315
Maple Capital Management
Vermont
$752K +$234K +10,194 +45%
CCG
316
Catalina Capital Group
California
$747K -$88.3K -3,840 -11%
CPIG
317
Chicago Partners Investment Group
Illinois
$743K +$36.6K +1,632 +5%
PWG
318
Portside Wealth Group
Utah
$738K +$738K +32,102 New
SFS
319
Sowell Financial Services
Arkansas
$738K -$186K -8,094 -20%
AOWM
320
Alpha Omega Wealth Management
Virginia
$714K -$12.7K -550 -2%
EWM
321
Endowment Wealth Management
Wisconsin
$710K +$123K +5,328 +21%
CFG
322
Cooper Financial Group
California
$704K +$10.8K +468 +2%
SVWG
323
Shared Vision Wealth Group
United States
$696K -$60.9K -2,648 -8%
MWP
324
Meridian Wealth Partners
Pennsylvania
$691K -$7.96K -346 -1%
CIP
325
Capital Insight Partners
Arizona
$679K +$11.9K +516 +2%
11 12
13
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