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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 %
US Bancorp
326
US Bancorp
Minnesota
$657K -$29.3K -1,272 -4%
LAIC
327
Lederer & Associates Investment Counsel
California
$651K +$11.4K +494 +2%
HSA
328
HBK Sorce Advisory
Pennsylvania
$649K +$164K +7,150 +34%
SFG
329
Sage Financial Group
Pennsylvania
$645K -$165K -7,174 -20%
MHB
330
Midwest Heritage Bank
Iowa
$639K +$132K +5,758 +26%
D
331
Dentgroup
Louisiana
$631K +$44.2K +1,922 +8%
BAMG
332
Brand Asset Management Group
Missouri
$607K -$56.3K -2,448 -8%
LFA
333
Laraway Financial Advisors
Minnesota
$603K -$13.8K -602 -2%
KJWM
334
Kiley Juergens Wealth Management
Washington
$596K +$596K +25,926 New
AHC
335
Anderson Hoagland & Co
Missouri
$592K +$765 +34 +0.1%
NDSI
336
Newman Dignan & Sheerar Inc
Rhode Island
$584K -$251K -10,932 -30%
RRCM
337
Rappaport Reiches Capital Management
Illinois
$579K -$109K -4,730 -16%
GVAG
338
Great Valley Advisor Group
Delaware
$576K -$64.5K -2,804 -10%
CCM
339
Crabel Capital Management
California
$575K -$494K -21,478 -46%
PEA
340
Park Edge Advisors
Ohio
$575K -$53.5K -2,326 -9%
AL
341
Aspiriant LLC
California
$565K -$5.93K -258 -1%
IF
342
Intrua Financial
Texas
$564K -$13K -566 -2%
OCM
343
One Capital Management
California
$561K -$9.2K -400 -2%
Stifel Financial
344
Stifel Financial
Missouri
$551K +$551K +23,968 New
AFP
345
Ausdal Financial Partners
Iowa
$549K +$95.8K +4,164 +21%
Squarepoint
346
Squarepoint
New York
$546K +$546K +23,750 New
FA
347
FDx Advisors
Illinois
$545K -$43.5K -1,890 -7%
LWMT
348
Legacy Wealth Management (Tennessee)
Tennessee
$542K -$52.9K -2,298 -9%
RGF
349
Retirement Guys Formula
Ohio
$534K -$3.08K -134 -0.6%
BRWA
350
B. Riley Wealth Advisors
Florida
$533K +$19.9K +900 +4%
12 13
14
15 16