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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 %
SWP
451
Stratos Wealth Partners
Ohio
$236K +$236K +10,242 New
CCA
452
Clearwater Capital Advisors
Illinois
$234K -$5.15K -224 -2%
RW
453
REDW Wealth
New Mexico
$234K -$26.3K -1,142 -10%
CFS
454
Cannon Financial Strategists
Georgia
$233K – – –
Fisher Asset Management
455
Fisher Asset Management
Washington
$232K +$232K +10,104 New
IFA
456
Index Fund Advisors
California
$231K -$154K -6,696 -40%
AIM
457
AHL Investment Management
Florida
$231K – – –
TA
458
TrueWealth Advisors
Alabama
$230K +$2.12K +92 +0.9%
REMPR
459
Roof Eidam Maycock Peralta (REMP)
California
$225K – – –
KWM
460
Keebeck Wealth Management
Illinois
$224K – – –
SAI
461
Savvy Advisors Inc
New York
$219K – – –
HFA
462
High Falls Advisors
New York
$219K +$219K +9,522 New
OIA
463
Optimum Investment Advisors
Illinois
$217K +$10K +436 +5%
H
464
HoyleCohen
California
$216K +$828 +36 +0.4%
BCM
465
Barden Capital Management
Texas
$216K -$34.5K -1,500 -14%
SI
466
Saxon Interests
Texas
$212K – – –
GCA
467
Genesee Capital Advisors
New York
$210K -$33.4K -1,452 -14%
SA
468
SRH Advisors
Kansas
$209K – – –
CCM
469
Colorado Capital Management
Colorado
$201K +$201K +8,766 New
OAP
470
One Advisory Partners
Kansas
$201K – – –
PFBT
471
Parkside Financial Bank & Trust
Missouri
$192K +$1.24K +54 +0.6%
PWMG
472
Prestige Wealth Management Group
New Jersey
$185K -$213K -9,260 -54%
S
473
SignatureFD
Georgia
$181K -$12.2K -530 -6%
IRC
474
Investors Research Corp
Georgia
$175K – – –
VNA
475
Valley National Advisers
Pennsylvania
$168K -$931K -40,614 -85%
17 18
19
20 21