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

Top Sellers

1
AA
Apriem Advisors
California
$478K
2
AT
American Trust
Kentucky
$949K
3
CIAS
CFS Investment Advisory Services
New Jersey
$0
4
CWM
Congress Wealth Management
Massachusetts
$2.07M
5
OIA
OneDigital Investment Advisors
Kansas
$78.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
476
Stephens Consulting
Michigan
$30.7K – – –
William Blair & Company
477
William Blair & Company
Illinois
$30.2K -$95.4K -4,314 -76%
PIP
478
Peachtree Investment Partners
Florida
$28.8K – – –
CIAS
479
Capital Investment Advisory Services
North Carolina
$28.3K -$140K -6,338 -83%
KFS
480
Kelly Financial Services
Massachusetts
$26.7K +$221 +10 +0.8%
CCA
481
Column Capital Advisors
Indiana
$26.5K – – –
BHWM
482
Beaird Harris Wealth Management
Texas
$25.3K +$25.3K +1,144 New
WIM
483
Westside Investment Management
California
$24.7K – – –
MFT
484
Moisand Fitzgerald Tamayo
Florida
$22.2K – – –
HFS
485
Hantz Financial Services
Michigan
$21K +$44 +2 +0.2%
MIM
486
Macroview Investment Management
Maryland
$20.8K +$177 +8 +0.9%
MHR
487
Matthew Hamilton Rosenberg
$20.7K – – –
CW
488
Connectus Wealth
Ohio
$20.6K +$719 +3,250 +4%
BAM
489
Bellevue Asset Management
Washington
$20K – – –
CIA
490
Cape Investment Advisory
Georgia
$19.7K +$19.4K +878 +7,317%
SCA
491
Stonebridge Capital Advisors
Minnesota
$18.6K – – –
NA
492
NewEdge Advisors
Louisiana
$17.5K -$44K -1,986 -72%
EWA
493
EverSource Wealth Advisors
Alabama
$17.4K -$46.9K -2,122 -73%
HWA
494
Heritage Wealth Advisors
Virginia
$14.4K – – –
NCM
495
Northwest Capital Management
Oregon
$14.2K -$31.3K -1,414 -69%
CI
496
Cordant Inc
Oregon
$12.2K -$186K -8,404 -94%
Bank of Montreal
497
Bank of Montreal
Ontario, Canada
$12K -$23.8K -1,058 -66%
MA
498
Montag & Associates
Georgia
$11.8K +$88 +4 +0.8%
AFG
499
Albion Financial Group
Utah
$11.6K – – –
SWA
500
Sutton Wealth Advisors
Florida
$9.47K – – –
18 19
20
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