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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 %
PFC
426
Phocas Financial Corp
California
$221K – – –
AIM
427
AHL Investment Management
Florida
$221K +$6.72K +304 +3%
BPWM
428
Badgley Phelps Wealth Managers
Washington
$220K +$220K +9,928 New
PFS
429
Prospera Financial Services
Texas
$218K +$218K +9,816 New
ICG
430
InterOcean Capital Group
Tennessee
$217K +$22.4K +1,012 +12%
REMPR
431
Roof Eidam Maycock Peralta (REMP)
California
$217K – – –
H
432
HoyleCohen
California
$205K -$135K -6,120 -40%
FPCG
433
Fort Pitt Capital Group
Pennsylvania
$204K +$204K +9,224 New
S
434
SignatureFD
Georgia
$203K +$1.46K +66 +0.7%
FHA
435
Flagship Harbor Advisors
Massachusetts
$201K +$796 +36 +0.4%
SA
436
SRH Advisors
Kansas
$201K – – –
PWMG
437
Prestige Wealth Management Group
New Jersey
$195K -$257K -11,620 -57%
OIA
438
Optimum Investment Advisors
Illinois
$193K +$8.76K +396 +5%
CMA
439
Cedar Mountain Advisors
Oregon
$189K +$1.28K +58 +0.7%
PFBT
440
Parkside Financial Bank & Trust
Missouri
$182K +$1.55K +70 +0.9%
IRC
441
Investors Research Corp
Georgia
$174K – – –
EA
442
Evolution Advisers
Virginia
$170K +$1.89K +86 +1%
OP
443
ORG Partners
Indiana
$165K -$3.88M -175,636 -96%
TFA
444
Toth Financial Advisory
Virginia
$154K +$2.43K +110 +2%
AF
445
Allworth Financial
California
$144K -$36K -1,630 -20%
CA
446
Clearstead Advisors
Ohio
$137K +$57.6K +2,606 +73%
FRA
447
Front Row Advisors
California
$129K – – –
RDIA
448
RE Dickinson Investment Advisors
Iowa
$116K -$22.8K -1,034 -16%
LB
449
Legacy Bridge
Iowa
$113K – – –
SPIA
450
Steward Partners Investment Advisory
New York
$112K – – –
16 17
18
19 20