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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 %
SSWM
451
Sheets Smith Wealth Management
North Carolina
$111K +$111K +5,012 New
CSPIA
452
Cary Street Partners Investment Advisory
Virginia
$96.4K – – –
SC
453
SouthState Corp
Florida
$92.5K +$92.5K +4,184 New
BlackRock
454
BlackRock
New York
$92.1K -$17.2K -780 -16%
TAM
455
Townsend Asset Management
North Carolina
$86K -$2.74K -124 -3%
GIP
456
Granite Investment Partners
California
$83.6K – – –
RFA
457
Resurgent Financial Advisors
Georgia
$81.4K +$60.2K +2,724 +284%
AW
458
Avion Wealth
Texas
$80K -$26.1K -1,192 -25%
OLVIG
459
Oliver Lagore Vanvalin Investment Group
Michigan
$79.4K -$17.7K -802 -18%
PCA
460
Providence Capital Advisors
North Carolina
$73.6K +$73.6K +3,330 New
WOSD
461
WFA of San Diego
California
$59.6K -$3.94K -178 -6%
CHA
462
Carmichael Hill & Associates
Maryland
$58.4K – – –
HGERS
463
Householder Group Estate & Retirement Specialist
Arizona
$50.7K +$50.7K +2,292 New
Fidelity Investments
464
Fidelity Investments
Massachusetts
$49.2K +$49.2K +2,222 New
SFA
465
Semmax Financial Advisors
North Carolina
$48.4K +$48.4K +2,194 New
LF
466
Lee Financial
Texas
$45.3K -$256K -11,576 -85%
CFGS
467
Concourse Financial Group Securities
Alabama
$44.5K – – –
WWM
468
Wagner Wealth Management
South Carolina
$44K +$17.8K +804 +68%
NRC
469
New Republic Capital
North Carolina
$44K +$1.77K +80 +4%
DZ Bank
470
DZ Bank
Germany
$42.7K -$39.1K -1,768 -48%
Wells Fargo
471
Wells Fargo
California
$42.5K -$454K -20,528 -91%
KFP
472
KB Financial Partners
New Jersey
$42K – – –
DFA
473
DHJJ Financial Advisors
Illinois
$41.5K +$41.5K +1,874 New
SIC
474
Salem Investment Counselors
North Carolina
$40.9K -$7.83K -354 -16%
National Bank of Canada
475
National Bank of Canada
Quebec, Canada
$32.8K +$12K +548 +58%
17 18
19
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