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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 %
OCM
351
One Capital Management
California
$578K -$49K -2,100 -8%
AIP
352
Ameritas Investment Partners
Nebraska
$573K -$54.8K -2,350 -9%
RGF
353
Retirement Guys Formula
Ohio
$544K +$40K +1,714 +8%
BRWA
354
B. Riley Wealth Advisors
Florida
$541K -$21K -900 -4%
SAM
355
Sawgrass Asset Management
Florida
$539K – – –
KPWS
356
Kestra Private Wealth Services
Texas
$536K +$58.9K +2,528 +12%
MCM
357
Maple Capital Management
Vermont
$525K +$66.6K +2,856 +15%
BSW
358
Buckingham Strategic Wealth
Missouri
$520K +$6.48K +278 +1%
HWMA
359
Heritage Wealth Management (Arizona)
Arizona
$518K +$518K +22,228 New
LAM
360
Lewis Asset Management
California
$516K +$516K +22,146 New
MHB
361
Midwest Heritage Bank
Iowa
$513K -$2.7K -116 -0.5%
ACMA
362
Arbor Capital Management (Alaska)
Alaska
$511K -$7.81K -336 -2%
DBRC
363
D.B. Root & Company
Pennsylvania
$505K -$89K -3,816 -15%
PFA
364
Pure Financial Advisors
California
$503K -$127K -5,442 -20%
RFP
365
RCS Financial Planning
Maryland
$502K +$502K +21,518 New
CWM
366
Cahaba Wealth Management
Georgia
$495K +$6.01K +258 +1%
BWM
367
BCS Wealth Management
Tennessee
$494K +$7.03K +302 +1%
WCM
368
Weaver Capital Management
Georgia
$491K +$491K +21,078 New
HSA
369
HBK Sorce Advisory
Pennsylvania
$491K +$326 +14 +0.1%
NHFG
370
New Harbor Financial Group
Massachusetts
$487K – – –
PAG
371
Powers Advisory Group
Illinois
$485K -$14K -602 -3%
W
372
WealthCollab
Washington
$481K +$481K +20,642 New
PCA
373
Pallas Capital Advisors
Massachusetts
$481K -$1.93M -82,950 -80%
AC
374
Abbrea Capital
California
$479K -$140K -6,000 -23%
SPWG
375
Syntegra Private Wealth Group
Missouri
$462K -$20.1K -864 -4%
13 14
15
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