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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
1
Charles Schwab
California
$1.25B
2
DWM
2
Destination Wealth Management
California
$118M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$182M
4
Morgan Stanley
4
Morgan Stanley
New York
$55.9M
5
Goldman Sachs
5
Goldman Sachs
New York
$117M

Top Sellers

1
BAAM
1
Baker Avenue Asset Management
California
$0
2
Jane Street
2
Jane Street
New York
$995K
3
Ameriprise
3
Ameriprise
Minnesota
$124M
4
NYLIM
4
New York Life Investment Management
New York
$0
5
SFA
5
Souders Financial Advisors
Ohio
$366K
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
401
Prestige Wealth Management Group
New Jersey
$403K +$198K +8,488 +96%
DAS
402
Dynamic Advisor Solutions
Arizona
$403K +$403K +17,462 New
T
403
TCWP
Ohio
$395K -$32.4K -1,388 -8%
CMP
404
Courage Miller Partners
Virginia
$393K – – –
WAM
405
WNY Asset Management
New York
$391K -$1.12K -48 -0.3%
IFA
406
Index Fund Advisors
California
$390K +$4.76K +204 +1%
VDI
407
Vaughan David Investments
Illinois
$387K -$173K -7,412 -31%
MWM
408
Meridian Wealth Management
Kentucky
$385K +$15.8K +676 +4%
EWA
409
EP Wealth Advisors
California
$384K +$384K +16,464 New
EWA
410
EverSource Wealth Advisors
Alabama
$381K +$363K +15,552 +1,979%
CPRC
411
Consolidated Portfolio Review Corp
New York
$379K -$10.3K -442 -3%
RC
412
Roundview Capital
New Jersey
$374K -$920K -39,454 -71%
EK
413
Evensky & Katz
Florida
$371K -$13.3K -572 -3%
SFA
414
Souders Financial Advisors
Ohio
$366K -$16.5M -705,774 -98%
QCG
415
Quadrant Capital Group
Ohio
$361K +$46.2K +1,982 +15%
GI
416
GS Investments
Minnesota
$360K -$47.1K -2,020 -12%
SFA
417
Semmax Financial Advisors
North Carolina
$357K +$307K +13,526 +616%
AA
418
Apriem Advisors
California
$355K -$148K -6,352 -29%
OWM
419
Opes Wealth Management
California
$348K -$114K -4,908 -25%
FCIM
420
Fairview Capital Investment Management
California
$346K +$346K +14,850 New
WWM
421
Western Wealth Management
Colorado
$344K +$23.3K +998 +7%
SL
422
SWMG LLC
Texas
$341K +$32.4K +1,392 +11%
RWM
423
RBA Wealth Management
California
$337K +$2.42K +104 +0.7%
CCM
424
Coldstream Capital Management
Washington
$332K +$80.5K +3,452 +32%
PIFP
425
Partners in Financial Planning
Virginia
$331K +$331K +14,212 New
15 16
17
18 19