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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
1
JPMorgan Chase & Co
New York
$107M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$105M
3
Charles Schwab
3
Charles Schwab
California
$1.09B
4
Jane Street
4
Jane Street
New York
$29.3M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$60.2M

Top Sellers

1
AA
1
Apriem Advisors
California
$478K
2
AT
2
American Trust
Kentucky
$949K
3
CIAS
3
CFS Investment Advisory Services
New Jersey
$0
4
CWM
4
Congress Wealth Management
Massachusetts
$2.07M
5
OIA
5
OneDigital Investment Advisors
Kansas
$78.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
26
Sequoia Financial Advisors
Ohio
$26.1M -$507K -22,912 -2%
TF
27
Theory Financial
Colorado
$25.9M +$1.01M +45,566 +4%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$23.9M +$1.28M +57,748 +6%
TCM
29
Towercrest Capital Management
Pennsylvania
$23.7M +$616K +27,872 +3%
FLA
30
Financial Life Advisors
Texas
$23.3M +$1.37M +61,950 +6%
UCFA
31
United Capital Financial Advisors
Texas
$21.9M -$77.9K -3,522 -0.4%
CCWA
32
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$21.5M +$2.14M +96,798 +11%
APW
33
Austin Private Wealth
Texas
$21M -$1.28M -57,906 -6%
NYLIM
34
New York Life Investment Management
New York
$19.4M +$876K +39,618 +5%
MAG
35
Mokosak Advisory Group
Iowa
$18.2M +$598K +27,050 +3%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$16.2M +$1.41M +63,914 +10%
SFA
37
Souders Financial Advisors
Ohio
$16M +$1.58M +71,452 +11%
Mariner
38
Mariner
Kansas
$15.8M +$2.1M +94,824 +15%
MWM
39
MorganRosel Wealth Management
Colorado
$15.6M +$367K +16,606 +2%
OWA
40
One Wealth Advisors
California
$15.5M -$568K -25,664 -4%
PWMG
41
Pioneer Wealth Management Group
Texas
$15.4M +$4.18M +189,092 +37%
WA
42
Waterford Advisors
New York
$15.4M +$627K +28,364 +4%
LFG
43
Larson Financial Group
Missouri
$15.2M -$278K -12,578 -2%
FWP
44
FAS Wealth Partners
Kansas
$13.7M -$165K -7,476 -1%
RJA
45
Raymond James & Associates
Florida
$13.7M +$1.48M +66,962 +12%
Creative Planning
46
Creative Planning
Kansas
$12.5M +$1.28M +58,026 +11%
MAG
47
Members Advisory Group
New York
$12.2M -$729K -32,968 -6%
FRA
48
FFG Retirement Advisors
Colorado
$11.6M -$1.54M -69,792 -12%
Osaic Holdings
49
Osaic Holdings
Arizona
$11.1M -$1.74M -78,542 -14%
RWP
50
Revolve Wealth Partners
New Jersey
$10.7M +$1.29M +58,364 +14%
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