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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 %
AIMC
426
Alley Investment Management Company
Illinois
$330K – – –
JWBC
427
J.W. Burns & Co
New York
$326K – – –
FA
428
Fermata Advisors
California
$322K +$322K +13,828 New
WIA
429
World Investment Advisors
California
$319K -$3.73M -159,926 -92%
CIC
430
Carnegie Investment Counsel
Ohio
$319K -$45K -1,930 -12%
SW
431
Simplicity Wealth
New Jersey
$319K +$319K +13,692 New
AAS
432
Ameritas Advisory Services
Nebraska
$317K -$9.94K -428 -3%
Corient Private Wealth
433
Corient Private Wealth
Florida
$312K +$312K +13,364 New
SPA
434
Sentinel Pension Advisors
Massachusetts
$308K +$699 +30 +0.2%
CWM
435
Certus Wealth Management
California
$308K -$2.05K -88 -0.7%
CCA
436
Cobblestone Capital Advisors
New York
$297K -$13.5K -580 -4%
DZ Bank
437
DZ Bank
Germany
$296K +$251K +10,772 +558%
SA
438
Strategic Advocates
Utah
$296K -$164K -7,030 -36%
GWA
439
Geometric Wealth Advisors
District of Columbia
$295K -$4.9K -210 -2%
QCMNJ
440
Quantum Capital Management (New Jersey)
New Jersey
$295K -$8.11K -348 -3%
MCM
441
MidAtlantic Capital Management
Virginia
$293K +$293K +12,580 New
MA
442
MKT Advisors
California
$286K -$40K -1,734 -12%
WF
443
Whelan Financial
California
$285K -$11K -472 -4%
BJL
444
Brighton Jones LLC
Washington
$285K +$285K +12,222 New
LA
445
Latitude Advisors
Florida
$285K -$70.4K -3,022 -20%
TWM
446
Tradition Wealth Management
Minnesota
$280K +$10.2K +438 +4%
AWA
447
Acorn Wealth Advisors
Michigan
$279K – – –
AWM
448
Apollon Wealth Management
South Carolina
$279K +$279K +11,958 New
CPA
449
Cardiff Park Advisors
California
$271K +$3.26K +140 +1%
TWA
450
TCI Wealth Advisors
Arizona
$269K -$886 -38 -0.3%
16 17
18
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