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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.

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
TCM
3
TruNorth Capital Management
Michigan
$26.7M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$206M
5
Mariner
5
Mariner
Kansas
$30.3M

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 Market Value Shares Shares
Change 		Shares
Change %
AWMG
26
Alliance Wealth Management Group
New Jersey
$23.8M 517,757 +8,204 +2%
Morgan Stanley
27
Morgan Stanley
New York
$23.7M 515,758 -682,722 -57%
CCWA
28
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$23.2M 505,353 -6,513 -1%
FLA
29
Financial Life Advisors
Texas
$23.1M 502,646 +25,425 +5%
Bank of America
30
Bank of America
North Carolina
$22.6M 491,396 -162,081 -25%
APW
31
Austin Private Wealth
Texas
$21.9M 481,564 +53,894 +13%
MAG
32
Mokosak Advisory Group
Iowa
$21.5M 466,632 +40,235 +9%
TWM
33
TSA Wealth Management
Texas
$20.4M 442,519 +40,320 +10%
PSA
34
Plum Street Advisors
Louisiana
$20.2M 424,701 +118,110 +39%
UCFA
35
United Capital Financial Advisors
Texas
$18M 391,258 -19,122 -5%
TC
36
Tenret Company
Florida
$15.8M 343,168 +28,492 +9%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$15.6M 339,486 +48,479 +17%
OWA
38
One Wealth Advisors
California
$15.4M 334,803 +32,244 +11%
FWP
39
FAS Wealth Partners
Kansas
$14.7M 320,085 +1,402 +0.4%
CWM
40
Congress Wealth Management
Massachusetts
$14.2M 308,510 +8,788 +3%
LFG
41
Larson Financial Group
Missouri
$14.1M 306,288 -13,333 -4%
PWMG
42
Pioneer Wealth Management Group
Texas
$13.2M 288,019 -175,839 -38%
RWP
43
Revolve Wealth Partners
New Jersey
$13M 281,529 +9,823 +4%
ACM
44
AlphaStar Capital Management
North Carolina
$12.7M 275,551 -679,731 -71%
MA
45
Mutual Advisors
Nebraska
$12.5M 272,580 +50,850 +23%
MAG
46
Members Advisory Group
New York
$11.8M 256,955 -15,359 -6%
MGIA
47
Moneta Group Investment Advisors
Missouri
$11.6M 252,222 +71 +0%
CKAIS
48
Christensen King & Associates Investment Services
Washington
$11.6M 251,873 +2,554 +1%
FRA
49
FFG Retirement Advisors
Colorado
$11.2M 244,129 +244,129 New
BDFN
50
Bond & Devick Financial Network
Minnesota
$11.1M 240,620 +6,197 +3%
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