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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
Charles Schwab
California
$1.25B
2
DWM
Destination Wealth Management
California
$118M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$182M
4
Morgan Stanley
Morgan Stanley
New York
$55.9M
5
Goldman Sachs
Goldman Sachs
New York
$117M

Top Sellers

1
BAAM
Baker Avenue Asset Management
California
$0
2
Jane Street
Jane Street
New York
$995K
3
Ameriprise
Ameriprise
Minnesota
$124M
4
NYLIM
New York Life Investment Management
New York
$0
5
SFA
Souders Financial Advisors
Ohio
$366K
Name Holding Trade Value Shares
Change 		Shares
Change %
AFP
376
Ausdal Financial Partners
Iowa
$460K -$19.4K -832 -4%
WFS
377
Walker Financial Services
Kentucky
$459K -$1.35K -58 -0.3%
FC
378
Financial Consulate
Maryland
$458K – – –
ACA
379
American Capital Advisory
Idaho
$458K +$458K +19,652 New
CAL
380
Capital Advisors Ltd
Ohio
$458K -$214K -9,164 -32%
Susquehanna International Group
381
Susquehanna International Group
Pennsylvania
$458K +$458K +19,640 New
JF
382
Joule Financial
Kentucky
$457K -$7.88K -338 -2%
RFN
383
RDA Financial Network
Iowa
$456K -$3.12K -134 -0.7%
WPC
384
Wedmont Private Capital
Pennsylvania
$454K -$124K -5,364 -21%
VCM
385
Versant Capital Management
Arizona
$448K +$559 +24 +0.1%
KLI
386
Kelman-Lazarov Inc
Tennessee
$447K -$45.1K -1,934 -9%
WAM
387
Worth Asset Management
Texas
$446K +$38.3K +1,642 +9%
PA
388
PFG Advisors
Arizona
$444K -$911K -39,102 -67%
BPWM
389
Badgley Phelps Wealth Managers
Washington
$441K +$210K +9,000 +91%
DIS
390
Diversified Investment Strategies
Louisiana
$437K -$44.3K -1,900 -9%
ZIM
391
Zacks Investment Management
Illinois
$436K +$6.15K +264 +1%
EWP
392
Elevation Wealth Partners
California
$435K +$435K +19,680 New
RF
393
RHS Financial
California
$433K +$793 +34 +0.2%
BTWM
394
Baker Tilly Wealth Management
Wisconsin
$425K -$7.41K -318 -2%
Carson Wealth (CWM LLC)
395
Carson Wealth (CWM LLC)
Nebraska
$412K -$3.73K -160 -0.9%
AA
396
Advisory Alpha
Michigan
$411K -$664K -28,478 -62%
MOS
397
MGO One Seven
Ohio
$410K +$410K +17,594 New
BMCM
398
Burns Matteson Capital Management
New York
$409K -$112K -4,796 -21%
MI
399
Moneywise Inc
Virginia
$409K -$30.3K -1,298 -7%
EFN
400
Equita Financial Network
Pennsylvania
$409K -$186 -8 -0%
14 15
16
17 18