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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 %
FMWA
401
Forvis Mazars Wealth Advisors
Missouri
$281K +$281K +12,712 New
WF
402
Whelan Financial
California
$281K -$46.5K -2,104 -14%
FHC
403
Fort Henry Capital
West Virginia
$271K – – –
CPG
404
Cornerstone Planning Group
New Jersey
$268K – – –
AWA
405
Acorn Wealth Advisors
Michigan
$265K -$177 -8 -0.1%
TWM
406
Tradition Wealth Management
Minnesota
$256K +$33.6K +1,522 +15%
TWA
407
TCI Wealth Advisors
Arizona
$256K +$256K +11,566 New
RPSA
408
Richard P. Slaughter Associates
Texas
$256K +$256K +11,566 New
VCM
409
Vivaldi Capital Management
Illinois
$255K +$2.61K +118 +1%
CPA
410
Cardiff Park Advisors
California
$254K +$2.17K +98 +0.9%
AFS
411
Access Financial Services
Minnesota
$253K – – –
AWM
412
Aspire Wealth Management
Massachusetts
$250K -$331K -14,946 -57%
AAS
413
Annex Advisory Services
Wisconsin
$244K +$244K +11,052 New
CCA
414
Clearwater Capital Advisors
Illinois
$242K +$242K +10,964 New
BCM
415
Barden Capital Management
Texas
$241K -$42.1K -1,904 -15%
RPA
416
Rock Point Advisors
Vermont
$241K – – –
CCM
417
Coldstream Capital Management
Washington
$239K +$239K +10,796 New
ALWM
418
Andrews Lucia Wealth Management
California
$238K – – –
SWM
419
Spire Wealth Management
Virginia
$237K +$88 +4 +0%
WS
420
Wedbush Securities
California
$236K +$4.29K +194 +2%
AG
421
Ascent Group
Virginia
$234K +$9.61K +436 +4%
PSCM
422
Per Stirling Capital Management
Texas
$230K +$354 +16 +0.2%
MMA
423
Miracle Mile Advisors
California
$228K +$398 +18 +0.2%
CFS
424
Cannon Financial Strategists
Georgia
$224K +$224K +10,134 New
Comerica Bank
425
Comerica Bank
Texas
$222K +$222K +10,030 New
15 16
17
18 19