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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 %
USCWA
326
U.S. Capital Wealth Advisors
Texas
$518K -$6.06K -274 -1%
SAM
327
Sawgrass Asset Management
Florida
$512K -$4.42K -200 -0.9%
Betterment LLC
328
Betterment LLC
New York
$500K +$188K +8,522 +60%
BMCM
329
Burns Matteson Capital Management
New York
$495K +$2.92K +132 +0.6%
MHB
330
Midwest Heritage Bank
Iowa
$489K +$295K +13,338 +152%
BSW
331
Buckingham Strategic Wealth
Missouri
$487K +$281K +12,696 +136%
ACMA
332
Arbor Capital Management (Alaska)
Alaska
$483K -$4.97K -230 -1%
RGF
333
Retirement Guys Formula
Ohio
$478K -$973 -44 -0.2%
AA
334
Apriem Advisors
California
$478K -$23.3M -1,053,426 -98%
PAG
335
Powers Advisory Group
Illinois
$474K -$35.6K -1,608 -7%
KLI
336
Kelman-Lazarov Inc
Tennessee
$467K +$119K +5,370 +34%
HSA
337
HBK Sorce Advisory
Pennsylvania
$465K -$296K -13,380 -39%
CWM
338
Cahaba Wealth Management
Georgia
$464K +$3.36K +152 +0.7%
NHFG
339
New Harbor Financial Group
Massachusetts
$462K – – –
BWM
340
BCS Wealth Management
Tennessee
$462K +$462K +20,910 New
SPWG
341
Syntegra Private Wealth Group
Missouri
$457K -$42.5K -1,920 -9%
DIS
342
Diversified Investment Strategies
Louisiana
$457K -$47.5K -2,150 -9%
ASN
343
Advisory Services Network
Georgia
$457K +$47.8K +2,162 +12%
AFP
344
Ausdal Financial Partners
Iowa
$455K -$75K -3,390 -14%
KPWS
345
Kestra Private Wealth Services
Texas
$453K +$453K +20,472 New
HWM
346
HB Wealth Management
Georgia
$451K -$16.2K -732 -3%
JF
347
Joule Financial
Kentucky
$441K -$35.8K -1,618 -7%
OWM
348
Opes Wealth Management
California
$439K -$60.2K -2,724 -12%
WFS
349
Walker Financial Services
Kentucky
$436K -$44 -2 -0%
SA
350
Strategic Advocates
Utah
$436K +$436K +19,726 New
12 13
14
15 16