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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

566 hedge funds and large institutions have $4.54B invested in Schwab US Aggregate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 253 increasing their positions, 200 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
-21
Holders Change %
-3.58%
% of All Funds
8.21%
Holding in Top 10
49
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-15.52%
% of All Funds
0.71%
New
44
Increased
253
Reduced
200
Closed
54
Calls
$28K
Puts
$166K
Net Calls
-$138K
Net Calls Change
-$194K

Top Buyers

1
Charles Schwab
Charles Schwab
California
$1.48B
2
APP
Avantax Planning Partners
Iowa
$165M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$206M
4
Mariner
Mariner
Kansas
$30.3M
5
FRA
FFG Retirement Advisors
Colorado
$11.2M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
$3.31M
2
RA
Rational Advisors
New York
$0
3
DWM
Destination Wealth Management
California
$55M
4
BWA
BlueSky Wealth Advisors
North Carolina
$0
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPW
376
Sonoma Private Wealth
California
$450K +$194K +8,428 +76%
WPC
377
Wedmont Private Capital
Pennsylvania
$450K +$3.96K +174 +0.9%
DBRC
378
D.B. Root & Company
Pennsylvania
$449K -$49.4K -2,146 -10%
PCA
379
Pallas Capital Advisors
Massachusetts
$444K -$30.8K -1,340 -6%
SCM
380
Steele Capital Management
Iowa
$441K -$151K -6,580 -26%
VCM
381
Versant Capital Management
Arizona
$441K -$1.38K -60 -0.3%
JF
382
Joule Financial
Kentucky
$438K -$12.9K -560 -3%
LA
383
Latitude Advisors
Florida
$436K +$155K +6,754 +55%
HWM
384
HB Wealth Management
Georgia
$435K -$349K -15,194 -45%
BPWM
385
Badgley Phelps Wealth Managers
Washington
$435K – – –
ZIM
386
Zacks Investment Management
Illinois
$434K +$3.77K +164 +0.9%
KLI
387
Kelman-Lazarov Inc
Tennessee
$433K -$8.14K -354 -2%
QCG
388
Quadrant Capital Group
Ohio
$430K +$74.1K +3,222 +21%
DIS
389
Diversified Investment Strategies
Louisiana
$428K -$3.08K -134 -0.7%
FA
390
Fermata Advisors
California
$428K +$110K +4,768 +34%
AC
391
Abbrea Capital
California
$427K -$46K -2,000 -10%
RF
392
RHS Financial
California
$427K +$184 +8 +0%
RFP
393
RCS Financial Planning
Maryland
$419K -$75.7K -3,290 -15%
AA
394
Advisory Alpha
Michigan
$415K +$9.15K +398 +2%
SW
395
Simplicity Wealth
New Jersey
$409K +$93.8K +4,080 +30%
GP
396
Girard Partners
Pennsylvania
$407K -$1.69M -73,320 -81%
EFN
397
Equita Financial Network
Pennsylvania
$404K +$138 +6 +0%
DAS
398
Dynamic Advisor Solutions
Arizona
$399K -$3.13K -136 -0.8%
CMP
399
Courage Miller Partners
Virginia
$388K – – –
SL
400
Sentinus LLC
Illinois
$386K +$386K +16,774 New
14 15
16
17 18