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Schwab US Aggregate Bond ETF
SCHZ

537 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, 226 increasing their positions, 206 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 45

1.74% more ownership

Funds ownership: 114.81% → 116.55% (+1.7%)

10% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 206

0% more funds holding in top 10

Funds holding in top 10: 56 → 56 (0)

1% less capital invested

Capital invested by funds: $4.06B → $4.03B (-$28.5M)

1% less funds holding

Funds holding: 542 → 537 (-5)

41% less call options, than puts

Call options by funds: $106K | Put options by funds: $181K

Holders
537
Holders Change
-5
Holders Change %
-0.92%
% of All Funds
8.52%
Holding in Top 10
56
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.89%
New
51
Increased
226
Reduced
206
Closed
45
Calls
$106K
Puts
$181K
Net Calls
-$75K
Net Calls Change
+$128K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$107M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$34.5M
3
Charles Schwab
Charles Schwab
California
+$33.7M
4
Jane Street
Jane Street
New York
+$19.4M
5
HighTower Advisors
HighTower Advisors
Illinois
+$14.9M

Top Sellers

Rank Fund Capital Flow
1
AA
Apriem Advisors
California
-$23.9M
2
AT
American Trust
Kentucky
-$20.2M
3
CIAS
CFS Investment Advisory Services
New Jersey
-$15.2M
4
CWM
Congress Wealth Management
Massachusetts
-$13.6M
5
OIA
OneDigital Investment Advisors
Kansas
-$10.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
26
Sequoia Financial Advisors
Ohio
$26.1M -$519K -22,912 -2%
TF
27
Theory Financial
Colorado
$25.9M +$1.03M +45,566 +4%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$23.9M +$1.31M +57,748 +6%
TCM
29
Towercrest Capital Management
Pennsylvania
$23.7M +$632K +27,872 +3%
FLA
30
Financial Life Advisors
Texas
$23.3M +$1.4M +61,950 +6%
UCFA
31
United Capital Financial Advisors
Texas
$21.9M -$79.8K -3,522 -0.4%
CCWA
32
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$21.5M +$2.19M +96,798 +11%
APW
33
Austin Private Wealth
Texas
$21M -$1.31M -57,906 -6%
NYLIM
34
New York Life Investment Management
New York
$19.4M +$898K +39,618 +5%
MAG
35
Mokosak Advisory Group
Iowa
$18.2M +$613K +27,050 +3%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$16.2M +$1.45M +63,914 +10%
SFA
37
Souders Financial Advisors
Ohio
$16M +$1.62M +71,452 +11%
Mariner
38
Mariner
Kansas
$15.8M +$2.15M +94,824 +15%
MWM
39
MorganRosel Wealth Management
Colorado
$15.6M +$376K +16,606 +2%
OWA
40
One Wealth Advisors
California
$15.5M -$582K -25,664 -4%
PWMG
41
Pioneer Wealth Management Group
Texas
$15.4M +$4.29M +189,092 +37%
WA
42
Waterford Advisors
New York
$15.4M +$643K +28,364 +4%
LFG
43
Larson Financial Group
Missouri
$15.2M -$285K -12,578 -2%
FWP
44
FAS Wealth Partners
Kansas
$13.7M -$169K -7,476 -1%
RJA
45
Raymond James & Associates
Florida
$13.7M +$1.52M +66,962 +12%
Creative Planning
46
Creative Planning
Kansas
$12.5M +$1.31M +58,026 +11%
MAG
47
Members Advisory Group
New York
$12.2M -$747K -32,968 -6%
FRA
48
FFG Retirement Advisors
Colorado
$11.6M -$1.58M -69,792 -12%
Osaic Holdings
49
Osaic Holdings
Arizona
$11.1M -$1.78M -78,542 -14%
RWP
50
Revolve Wealth Partners
New Jersey
$10.7M +$1.32M +58,364 +14%
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SCHZ Hedge Fund Activity: Q3 2023 in Review

537 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q3 2023, worth a combined $4.03B — down 0.7% from $4.06B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new SCHZ positions and 45 closed out — a net gain of 6 holders — while 226 added to existing stakes and 206 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $107M. The largest seller was Apriem Advisors, cutting an estimated $23.9M.

  • 537 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q3 2023, down from 542 in Q2 2023.
  • Funds reported $4.03B of Schwab US Aggregate Bond ETF stock for Q3 2023, down 0.7% quarter-over-quarter.
  • 51 funds opened new Schwab US Aggregate Bond ETF positions in Q3 2023 and 45 closed out, a net change of +6 holders.
  • The largest Schwab US Aggregate Bond ETF buyer in Q3 2023 was JP Morgan Chase, an estimated $107M added.
  • The largest Schwab US Aggregate Bond ETF seller in Q3 2023 was Apriem Advisors, an estimated $23.9M sold.

Based on aggregated 13F filings for Q3 2023.