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Schwab US Aggregate Bond ETF
SCHZ

537 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, 226 increasing their positions, 206 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 45

1.74% more ownership

Funds ownership: 114.81% → 116.55% (+1.7%)

10% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 206

0% more funds holding in top 10

Funds holding in top 10: 56 → 56 (0)

1% less capital invested

Capital invested by funds: $4.06B → $4.03B (-$28.5M)

1% less funds holding

Funds holding: 542 → 537 (-5)

41% less call options, than puts

Call options by funds: $106K | Put options by funds: $181K

Holders
537
Holders Change
-5
Holders Change %
-0.92%
% of All Funds
8.52%
Holding in Top 10
56
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.89%
New
51
Increased
226
Reduced
206
Closed
45
Calls
$106K
Puts
$181K
Net Calls
-$75K
Net Calls Change
+$128K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$107M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$34.5M
3
Charles Schwab
Charles Schwab
California
+$33.7M
4
Jane Street
Jane Street
New York
+$19.4M
5
HighTower Advisors
HighTower Advisors
Illinois
+$14.9M

Top Sellers

Rank Fund Capital Flow
1
AA
Apriem Advisors
California
-$23.9M
2
AT
American Trust
Kentucky
-$20.2M
3
CIAS
CFS Investment Advisory Services
New Jersey
-$15.2M
4
CWM
Congress Wealth Management
Massachusetts
-$13.6M
5
OIA
OneDigital Investment Advisors
Kansas
-$10.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
401
Geometric Wealth Advisors
District of Columbia
$285K -$7.34K -324 -2%
FMWA
402
Forvis Mazars Wealth Advisors
Missouri
$281K +$288K +12,712 New
WF
403
Whelan Financial
California
$281K -$47.7K -2,104 -14%
FHC
404
Fort Henry Capital
West Virginia
$271K – – –
CPG
405
Cornerstone Planning Group
New Jersey
$268K – – –
AWA
406
Acorn Wealth Advisors
Michigan
$265K -$181 -8 -0.1%
TWM
407
Tradition Wealth Management
Minnesota
$256K +$34.5K +1,522 +15%
TWA
408
TCI Wealth Advisors
Arizona
$256K +$262K +11,566 New
RPSA
409
Richard P. Slaughter Associates
Texas
$256K +$262K +11,566 New
VCM
410
Vivaldi Capital Management
Illinois
$255K +$2.67K +118 +1%
CPA
411
Cardiff Park Advisors
California
$254K +$2.22K +98 +0.9%
AFS
412
Access Financial Services
Minnesota
$253K – – –
AWM
413
Aspire Wealth Management
Massachusetts
$250K -$339K -14,946 -57%
AAS
414
Annex Advisory Services
Wisconsin
$244K +$250K +11,052 New
CCA
415
Clearwater Capital Advisors
Illinois
$242K +$248K +10,964 New
BCM
416
Barden Capital Management
Texas
$241K -$43.1K -1,904 -15%
RPA
417
Rock Point Advisors
Vermont
$241K – – –
CCM
418
Coldstream Capital Management
Washington
$239K +$245K +10,796 New
ALWM
419
Andrews Lucia Wealth Management
California
$238K – – –
SWM
420
Spire Wealth Management
Virginia
$237K +$91 +4 +0%
WS
421
Wedbush Securities
California
$236K +$4.4K +194 +2%
AG
422
Ascent Group
Virginia
$234K +$9.88K +436 +4%
PSCM
423
Per Stirling Capital Management
Texas
$230K +$363 +16 +0.2%
MMA
424
Miracle Mile Advisors
California
$228K +$408 +18 +0.2%
CFS
425
Cannon Financial Strategists
Georgia
$224K +$230K +10,134 New
15 16
17
18 19

SCHZ Hedge Fund Activity: Q3 2023 in Review

537 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q3 2023, worth a combined $4.03B — down 0.7% from $4.06B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new SCHZ positions and 45 closed out — a net gain of 6 holders — while 226 added to existing stakes and 206 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $107M. The largest seller was Apriem Advisors, cutting an estimated $23.9M.

  • 537 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q3 2023, down from 542 in Q2 2023.
  • Funds reported $4.03B of Schwab US Aggregate Bond ETF stock for Q3 2023, down 0.7% quarter-over-quarter.
  • 51 funds opened new Schwab US Aggregate Bond ETF positions in Q3 2023 and 45 closed out, a net change of +6 holders.
  • The largest Schwab US Aggregate Bond ETF buyer in Q3 2023 was JP Morgan Chase, an estimated $107M added.
  • The largest Schwab US Aggregate Bond ETF seller in Q3 2023 was Apriem Advisors, an estimated $23.9M sold.

Based on aggregated 13F filings for Q3 2023.