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

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$3.31M
2
RA
2
Rational Advisors
New York
$0
3
DWM
3
Destination Wealth Management
California
$55M
4
BWA
4
BlueSky Wealth Advisors
North Carolina
$0
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VAF
401
Values Added Financial
District of Columbia
$377K +$377K +16,396 New
PAG
402
Powers Advisory Group
Illinois
$375K -$103K -4,492 -22%
CPRC
403
Consolidated Portfolio Review Corp
New York
$374K +$138 +6 +0%
PI
404
PFG Investments
New York
$374K +$374K +16,264 New
PA
405
PFG Advisors
Arizona
$374K -$63.8K -2,776 -15%
BMCM
406
Burns Matteson Capital Management
New York
$370K -$33.6K -1,460 -8%
EK
407
Evensky & Katz
Florida
$359K -$6.76K -294 -2%
GI
408
GS Investments
Minnesota
$356K +$920 +40 +0.3%
AFA
409
AA Financial Advisors
Ohio
$355K +$355K +15,416 New
WAM
410
WNY Asset Management
New York
$352K -$33.8K -1,470 -9%
MI
411
Moneywise Inc
Virginia
$348K -$55.3K -2,406 -14%
VDI
412
Vaughan David Investments
Illinois
$346K -$35.1K -1,528 -9%
RWM
413
RBA Wealth Management
California
$338K +$4.55K +198 +1%
WWM
414
Western Wealth Management
Colorado
$335K -$4.78K -208 -1%
CIC
415
Carnegie Investment Counsel
Ohio
$334K +$18.8K +816 +6%
TIAA Trust, National Association
416
TIAA Trust, National Association
North Carolina
$329K +$329K +14,304 New
AIMC
417
Alley Investment Management Company
Illinois
$325K -$828 -36 -0.3%
AAS
418
Ameritas Advisory Services
Nebraska
$323K +$11.9K +522 +4%
JWBC
419
J.W. Burns & Co
New York
$322K – – –
AFS
420
Access Financial Services
Minnesota
$321K +$58.1K +2,528 +22%
DZ Bank
421
DZ Bank
Germany
$319K +$26.8K +1,166 +9%
PIFP
422
Partners in Financial Planning
Virginia
$309K -$18.2K -792 -6%
MOS
423
MGO One Seven
Ohio
$302K -$103K -4,462 -25%
BJL
424
Brighton Jones LLC
Washington
$301K +$20.1K +876 +7%
GWA
425
Geometric Wealth Advisors
District of Columbia
$301K +$9.38K +408 +3%
15 16
17
18 19