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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 %
TF
26
Theory Financial
Colorado
$27.2M -$113K -4,868 -0.4%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$27M +$1.87M +80,306 +7%
SFA
28
Sequoia Financial Advisors
Ohio
$26.5M -$1.04M -44,408 -4%
TCM
29
Towercrest Capital Management
Pennsylvania
$24.4M -$501K -21,482 -2%
CCWA
30
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$23.9M +$1.16M +49,810 +5%
AWMG
31
Alliance Wealth Management Group
New Jersey
$23.8M +$23.8M +1,019,106 New
FLA
32
Financial Life Advisors
Texas
$22.2M -$2.31M -99,170 -9%
PWMG
33
Pioneer Wealth Management Group
Texas
$21.6M +$5.36M +229,836 +33%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$20.1M +$3.09M +132,538 +18%
APW
35
Austin Private Wealth
Texas
$19.9M -$2.2M -94,334 -10%
MAG
36
Mokosak Advisory Group
Iowa
$19.9M +$693K +29,712 +4%
UCFA
37
United Capital Financial Advisors
Texas
$19.1M -$3.98M -170,816 -17%
TWM
38
TSA Wealth Management
Texas
$18.8M +$18.8M +804,398 New
Mariner
39
Mariner
Kansas
$18.6M +$1.94M +83,014 +12%
LFG
40
Larson Financial Group
Missouri
$14.9M -$1.07M -46,106 -7%
FWP
41
FAS Wealth Partners
Kansas
$14.9M +$364K +15,618 +3%
TC
42
Tenret Company
Florida
$14.7M +$14.7M +629,352 New
Osaic Holdings
43
Osaic Holdings
Arizona
$14.7M +$2.99M +128,324 +26%
PSA
44
Plum Street Advisors
Louisiana
$14.3M +$14.3M +613,182 New
OWA
45
One Wealth Advisors
California
$14.1M -$2.26M -97,018 -14%
CWM
46
Congress Wealth Management
Massachusetts
$14M +$11.8M +505,982 +541%
MWM
47
MorganRosel Wealth Management
Colorado
$13.8M -$2.71M -116,282 -16%
FPCG
48
Fort Pitt Capital Group
Pennsylvania
$13.7M +$13.4M +576,840 +6,254%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$13.6M +$12.5M +537,506 +1,208%
JJBC
50
James J. Burns & Company
New York
$13.2M +$3.47M +149,008 +36%
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