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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
Charles Schwab
California
$1.25B
2
DWM
Destination Wealth Management
California
$118M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$182M
4
Morgan Stanley
Morgan Stanley
New York
$55.9M
5
Goldman Sachs
Goldman Sachs
New York
$117M

Top Sellers

1
BAAM
Baker Avenue Asset Management
California
$0
2
Jane Street
Jane Street
New York
$995K
3
Ameriprise
Ameriprise
Minnesota
$124M
4
NYLIM
New York Life Investment Management
New York
$0
5
SFA
Souders Financial Advisors
Ohio
$366K
Name Holding Trade Value Shares
Change 		Shares
Change %
SAI
476
Savvy Advisors Inc
New York
$222K +$222K +9,530 New
AWM
477
Act Wealth Management
Texas
$221K +$221K +9,500 New
GSEP
478
Golden State Equity Partners
California
$221K +$221K +9,500 New
RWM
479
Revisor Wealth Management
Ohio
$219K -$456K -19,570 -68%
H
480
HoyleCohen
California
$219K +$2.33K +100 +1%
SI
481
Saxon Interests
Texas
$215K +$215K +9,232 New
SA
482
SRH Advisors
Kansas
$212K – – –
QWM
483
Quadcap Wealth Management
Texas
$210K +$210K +9,020 New
OIA
484
Optimum Investment Advisors
Illinois
$210K +$6.2K +266 +3%
OAP
485
One Advisory Partners
Kansas
$203K +$203K +8,722 New
ICG
486
InterOcean Capital Group
Tennessee
$201K -$27.7K -1,190 -12%
S
487
SignatureFD
Georgia
$196K -$17.5K -752 -8%
FHA
488
First Horizon Advisors
Tennessee
$195K +$195K +8,374 New
PFBT
489
Parkside Financial Bank & Trust
Missouri
$194K +$2.33K +100 +1%
IRC
490
Investors Research Corp
Georgia
$178K -$5.22K -224 -3%
PPC
491
Park Place Capital
Alabama
$167K +$167K +7,172 New
TFA
492
Toth Financial Advisory
Virginia
$162K – – –
DCM
493
Davis Capital Management
Florida
$143K +$143K +6,154 New
MSG
494
Main Street Group
Virginia
$142K +$142K +6,108 New
RFA
495
Resurgent Financial Advisors
Georgia
$140K +$54.4K +2,332 +63%
FRA
496
Front Row Advisors
California
$136K – – –
CIA
497
Cape Investment Advisory
Georgia
$135K +$114K +4,900 +551%
RDIA
498
RE Dickinson Investment Advisors
Iowa
$121K -$1.21K -52 -1%
SPIA
499
Steward Partners Investment Advisory
New York
$119K – – –
CIAS
500
Capital Investment Advisory Services
North Carolina
$97.9K +$68.1K +2,922 +228%
18 19
20
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