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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 %
CIC
376
Carnegie Investment Counsel
Ohio
$346K -$208K -9,410 -38%
LA
377
Latitude Advisors
Florida
$337K +$85.9K +3,884 +34%
ANTB
378
AMG National Trust Bank
Colorado
$332K -$3.76K -170 -1%
Prudential Financial
379
Prudential Financial
New Jersey
$329K +$36.1K +1,632 +12%
SQA
380
Simon Quick Advisors
New Jersey
$328K +$328K +14,832 New
AFA
381
AllGen Financial Advisors
Florida
$323K -$43.2K -1,952 -12%
LWMT
382
Legacy Wealth Management (Tennessee)
Tennessee
$320K +$36.4K +1,644 +13%
RWM
383
RBA Wealth Management
California
$318K +$21.8K +986 +7%
SCM
384
Stonehearth Capital Management
Massachusetts
$314K -$27.3K -1,234 -8%
AIMC
385
Alley Investment Management Company
Illinois
$313K +$1.11K +50 +0.4%
AAS
386
Ameritas Advisory Services
Nebraska
$311K +$311K +14,054 New
MA
387
MKT Advisors
California
$310K +$11.9K +544 +4%
JWBC
388
J.W. Burns & Co
New York
$310K +$310K +14,000 New
HF
389
HRT Financial
New York
$308K +$308K +13,958 New
TA
390
TrueWealth Advisors
Alabama
$308K +$41.7K +1,884 +16%
WWM
391
Western Wealth Management
Colorado
$304K +$66.3K +3,000 +28%
TWM
392
Triton Wealth Management
Arizona
$304K -$6.39K -288 -2%
RW
393
REDW Wealth
New Mexico
$299K -$71.2K -3,218 -19%
QCG
394
Quadrant Capital Group
Ohio
$298K -$38K -1,716 -11%
CCA
395
Cobblestone Capital Advisors
New York
$294K -$1.18M -53,538 -80%
CWM
396
Certus Wealth Management
California
$294K – – –
SL
397
SWMG LLC
Texas
$292K +$292K +13,216 New
SPA
398
Sentinel Pension Advisors
Massachusetts
$292K +$70.5K +3,186 +32%
QCMNJ
399
Quantum Capital Management (New Jersey)
New Jersey
$287K +$12.8K +578 +5%
GWA
400
Geometric Wealth Advisors
District of Columbia
$285K -$7.17K -324 -2%
14 15
16
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