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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 %
RFN
351
RDA Financial Network
Iowa
$435K -$106K -4,778 -20%
MCM
352
Maple Capital Management
Vermont
$435K +$57.4K +2,594 +15%
FC
353
Financial Consulate
Maryland
$435K – – –
VCM
354
Versant Capital Management
Arizona
$425K -$77.9K -3,522 -15%
MI
355
Moneywise Inc
Virginia
$417K +$708 +32 +0.2%
PCWA
356
Pacific Capital Wealth Advisors
California
$416K +$416K +18,814 New
BTWM
357
Baker Tilly Wealth Management
Wisconsin
$411K -$414K -18,728 -50%
RF
358
RHS Financial
California
$410K -$708 -32 -0.2%
ZIM
359
Zacks Investment Management
Illinois
$408K -$3.18K -144 -0.8%
T
360
TCWP
Ohio
$405K -$5.88M -265,824 -94%
RI
361
Rinkey Investments
California
$396K +$44 +2 +0%
Carson Wealth (CWM LLC)
362
Carson Wealth (CWM LLC)
Nebraska
$394K +$154K +6,956 +64%
EFN
363
Equita Financial Network
Pennsylvania
$389K +$389K +17,570 New
WAM
364
Worth Asset Management
Texas
$387K -$143K -6,476 -27%
GI
365
GS Investments
Minnesota
$386K -$15.3K -694 -4%
CMP
366
Courage Miller Partners
Virginia
$373K -$2.88M -130,068 -89%
WAM
367
WNY Asset Management
New York
$372K -$21.5K -970 -5%
CPRC
368
Consolidated Portfolio Review Corp
New York
$369K +$16.1K +726 +5%
IFA
369
Index Fund Advisors
California
$365K +$3.05K +138 +0.8%
EK
370
Evensky & Katz
Florida
$365K -$196K -8,870 -35%
PWM
371
Prosperity Wealth Management
California
$365K -$87.9K -3,974 -19%
CCFM
372
Clear Creek Financial Management
Washington
$359K +$55.6K +2,512 +18%
SRSA
373
S.R. Schill & Associates
Washington
$356K +$356K +16,114 New
RZH
374
Relyea Zuckerberg Hanson
Connecticut
$356K +$356K +16,076 New
MWM
375
Meridian Wealth Management
Kentucky
$351K -$35.6K -1,612 -9%
13 14
15
16 17