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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 %
AFS
451
Access Financial Services
Minnesota
$266K – – –
RW
452
REDW Wealth
New Mexico
$263K -$51.7K -2,216 -16%
AWM
453
Aspire Wealth Management
Massachusetts
$263K -$979 -42 -0.4%
SPW
454
Sonoma Private Wealth
California
$260K +$260K +11,154 New
WS
455
Wedbush Securities
California
$257K +$8.03K +344 +3%
PCWA
456
Pacific Capital Wealth Advisors
California
$257K -$182K -7,802 -41%
AF
457
Allworth Financial
California
$255K +$103K +4,422 +68%
ALWM
458
Andrews Lucia Wealth Management
California
$251K – – –
SCM
459
SevenOneSeven Capital Management
Pennsylvania
$249K -$2.49M -108,532 -91%
AAP
460
Arax Advisory Partners
Colorado
$249K +$249K +10,670 New
CPG
461
Cornerstone Planning Group
New Jersey
$247K -$35.7K -1,532 -13%
GCA
462
Genesee Capital Advisors
New York
$246K +$246K +10,566 New
SWM
463
Spire Wealth Management
Virginia
$245K -$2.39K -104 -1%
CCA
464
Clearwater Capital Advisors
Illinois
$243K -$12.9K -552 -5%
BCM
465
Barden Capital Management
Texas
$241K – – –
EA
466
Evolution Advisers
Virginia
$240K +$60.5K +2,602 +34%
FHA
467
Flagship Harbor Advisors
Massachusetts
$238K +$26K +1,114 +12%
CFS
468
Cannon Financial Strategists
Georgia
$236K – – –
Comerica Bank
469
Comerica Bank
Texas
$234K – – –
AIM
470
AHL Investment Management
Florida
$234K +$1.07K +46 +0.5%
TA
471
TrueWealth Advisors
Alabama
$231K -$93.3K -4,004 -29%
REMPR
472
Roof Eidam Maycock Peralta (REMP)
California
$228K – – –
KWM
473
Keebeck Wealth Management
Illinois
$227K +$227K +9,758 New
PSCM
474
Per Stirling Capital Management
Texas
$224K -$18.4K -790 -8%
GSIAS
475
Garden State Investment Advisory Services
New Jersey
$223K +$223K +9,562 New
17 18
19
20 21