We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF
SCHZ

537 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, 226 increasing their positions, 206 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 45

1.74% more ownership

Funds ownership: 114.81% → 116.55% (+1.7%)

10% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 206

0% more funds holding in top 10

Funds holding in top 10: 56 → 56 (0)

1% less capital invested

Capital invested by funds: $4.06B → $4.03B (-$28.5M)

1% less funds holding

Funds holding: 542 → 537 (-5)

41% less call options, than puts

Call options by funds: $106K | Put options by funds: $181K

Holders
537
Holders Change
-5
Holders Change %
-0.92%
% of All Funds
8.52%
Holding in Top 10
56
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.89%
New
51
Increased
226
Reduced
206
Closed
45
Calls
$106K
Puts
$181K
Net Calls
-$75K
Net Calls Change
+$128K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$107M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$34.5M
3
Charles Schwab
Charles Schwab
California
+$33.7M
4
Jane Street
Jane Street
New York
+$19.4M
5
HighTower Advisors
HighTower Advisors
Illinois
+$14.9M

Top Sellers

Rank Fund Capital Flow
1
AA
Apriem Advisors
California
-$23.9M
2
AT
American Trust
Kentucky
-$20.2M
3
CIAS
CFS Investment Advisory Services
New Jersey
-$15.2M
4
CWM
Congress Wealth Management
Massachusetts
-$13.6M
5
OIA
OneDigital Investment Advisors
Kansas
-$10.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
SA
351
Strategic Advocates
Utah
$436K +$447K +19,726 New
RFN
352
RDA Financial Network
Iowa
$435K -$108K -4,778 -20%
MCM
353
Maple Capital Management
Vermont
$435K +$58.8K +2,594 +15%
FC
354
Financial Consulate
Maryland
$435K – – –
VCM
355
Versant Capital Management
Arizona
$425K -$79.8K -3,522 -15%
MI
356
Moneywise Inc
Virginia
$417K +$725 +32 +0.2%
PCWA
357
Pacific Capital Wealth Advisors
California
$416K +$426K +18,814 New
BTWM
358
Baker Tilly Wealth Management
Wisconsin
$411K -$424K -18,728 -50%
RF
359
RHS Financial
California
$410K -$725 -32 -0.2%
ZIM
360
Zacks Investment Management
Illinois
$408K -$3.26K -144 -0.8%
T
361
TCWP
Ohio
$405K -$6.02M -265,824 -94%
RI
362
Rinkey Investments
California
$396K +$45 +2 +0%
Carson Wealth (CWM LLC)
363
Carson Wealth (CWM LLC)
Nebraska
$394K +$158K +6,956 +64%
EFN
364
Equita Financial Network
Pennsylvania
$389K +$398K +17,570 New
WAM
365
Worth Asset Management
Texas
$387K -$147K -6,476 -27%
GI
366
GS Investments
Minnesota
$386K -$15.7K -694 -4%
CMP
367
Courage Miller Partners
Virginia
$373K -$2.95M -130,068 -89%
WAM
368
WNY Asset Management
New York
$372K -$22K -970 -5%
CPRC
369
Consolidated Portfolio Review Corp
New York
$369K +$16.5K +726 +5%
IFA
370
Index Fund Advisors
California
$365K +$3.13K +138 +0.8%
EK
371
Evensky & Katz
Florida
$365K -$201K -8,870 -35%
PWM
372
Prosperity Wealth Management
California
$365K -$90.1K -3,974 -19%
CCFM
373
Clear Creek Financial Management
Washington
$359K +$56.9K +2,512 +18%
SRSA
374
S.R. Schill & Associates
Washington
$356K +$365K +16,114 New
RZH
375
Relyea Zuckerberg Hanson
Connecticut
$356K +$364K +16,076 New
13 14
15
16 17

SCHZ Hedge Fund Activity: Q3 2023 in Review

537 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q3 2023, worth a combined $4.03B — down 0.7% from $4.06B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new SCHZ positions and 45 closed out — a net gain of 6 holders — while 226 added to existing stakes and 206 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $107M. The largest seller was Apriem Advisors, cutting an estimated $23.9M.

  • 537 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q3 2023, down from 542 in Q2 2023.
  • Funds reported $4.03B of Schwab US Aggregate Bond ETF stock for Q3 2023, down 0.7% quarter-over-quarter.
  • 51 funds opened new Schwab US Aggregate Bond ETF positions in Q3 2023 and 45 closed out, a net change of +6 holders.
  • The largest Schwab US Aggregate Bond ETF buyer in Q3 2023 was JP Morgan Chase, an estimated $107M added.
  • The largest Schwab US Aggregate Bond ETF seller in Q3 2023 was Apriem Advisors, an estimated $23.9M sold.

Based on aggregated 13F filings for Q3 2023.