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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.

New
Increased
Maintained
Reduced
Closed
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
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$206M
4
Mariner
4
Mariner
Kansas
$30.3M
5
FRA
5
FFG Retirement Advisors
Colorado
$11.2M

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 Holding Trade Value Shares
Change 		Shares
Change %
TFA
476
Toth Financial Advisory
Virginia
$160K – – –
GJIA
477
Glass Jacobson Investment Advisors
Maryland
$150K +$150K +6,500 New
DCM
478
Davis Capital Management
Florida
$143K +$3.32K +146 +2%
FRA
479
Front Row Advisors
California
$134K – – –
AF
480
Allworth Financial
California
$134K -$117K -5,094 -47%
MSG
481
Main Street Group
Virginia
$130K -$8.88K -390 -6%
AWM
482
Aspire Wealth Management
Massachusetts
$124K -$135K -5,886 -52%
SPIA
483
Steward Partners Investment Advisory
New York
$118K +$828 +36 +0.7%
Carson Wealth (CWM LLC)
484
Carson Wealth (CWM LLC)
Nebraska
$105K -$301K -13,104 -74%
CIAS
485
Capital Investment Advisory Services
North Carolina
$96.6K – – –
BlackRock
486
BlackRock
New York
$94.9K +$4.23K +184 +5%
GIP
487
Granite Investment Partners
California
$86.9K – – –
TAM
488
Townsend Asset Management
North Carolina
$86.9K -$3.36K -146 -4%
CHA
489
Carmichael Hill & Associates
Maryland
$84.3K – – –
CPG
490
Cornerstone Planning Group
New Jersey
$82.6K -$157K -6,944 -65%
CA
491
CoreCap Advisors
Michigan
$73.3K +$73.3K +3,188 New
RDIA
492
RE Dickinson Investment Advisors
Iowa
$70K -$49.2K -2,146 -41%
HNB
493
Huntington National Bank
Ohio
$69.9K – – –
PS
494
Principal Securities
Iowa
$69.5K +$13.3K +578 +24%
CMAI
495
Capital Management Associates Inc
Minnesota
$68.7K -$2.04M -470 Closed
CA
496
Clearstead Advisors
Ohio
$65.7K +$362 +16 +0.6%
NRC
497
New Republic Capital
North Carolina
$65.6K +$2.76K +120 +4%
WWM
498
Wagner Wealth Management
South Carolina
$65K +$9.98K +434 +18%
LF
499
LifeSteps Financial
California
$62.8K +$62.8K +2,730 New
CIA
500
Cape Investment Advisory
Georgia
$62.6K -$70.6K -3,070 -53%
18 19
20
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