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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 %
CFG
326
Cooper Financial Group
California
$703K +$101K +4,332 +17%
RRCM
327
Rappaport Reiches Capital Management
Illinois
$697K -$31.6K -1,356 -4%
US Bancorp
328
US Bancorp
Minnesota
$696K +$139K +5,976 +25%
SEIA
329
Signature Estate & Investment Advisors
California
$695K +$695K +29,814 New
LFA
330
Landmark Financial Advisors
Kentucky
$680K -$3.87K -166 -0.6%
CIP
331
Capital Insight Partners
Arizona
$676K +$115K +4,936 +21%
BAMG
332
Brand Asset Management Group
Missouri
$672K +$79.5K +3,410 +13%
EAM
333
Empirical Asset Management
Massachusetts
$670K +$233 +10 +0%
ASN
334
Advisory Services Network
Georgia
$659K +$177K +7,610 +37%
IA
335
IFG Advisory
Georgia
$659K -$92.6K -3,972 -12%
GVAG
336
Great Valley Advisor Group
Delaware
$650K -$368K -15,764 -36%
LAIC
337
Lederer & Associates Investment Counsel
California
$648K -$115K -4,934 -15%
PEA
338
Park Edge Advisors
Ohio
$637K -$80.1K -3,438 -11%
JFGIW
339
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$630K +$630K +27,044 New
LFA
340
Laraway Financial Advisors
Minnesota
$626K -$14.8K -634 -2%
GSWM
341
Greenup Street Wealth Management
Michigan
$612K +$612K +26,272 New
AHC
342
Anderson Hoagland & Co
Missouri
$608K -$387K -16,726 -39%
LGG
343
Luts & Greenleigh Group
Maryland
$608K +$50.5K +2,166 +9%
LWMT
344
Legacy Wealth Management (Tennessee)
Tennessee
$603K +$266K +11,402 +79%
SCM
345
Steele Capital Management
Iowa
$601K +$601K +25,764 New
FA
346
FDx Advisors
Illinois
$596K +$596K +25,582 New
EWM
347
Endowment Wealth Management
Wisconsin
$596K +$7.55K +324 +1%
D
348
Dentgroup
Louisiana
$594K +$594K +25,502 New
IF
349
Intrua Financial
Texas
$585K +$585K +25,084 New
AL
350
Aspiriant LLC
California
$578K -$36K -1,544 -6%
12 13
14
15 16