We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF
SCHZ

537 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, 226 increasing their positions, 206 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 45

1.74% more ownership

Funds ownership: 114.81% → 116.55% (+1.7%)

10% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 206

0% more funds holding in top 10

Funds holding in top 10: 56 → 56 (0)

1% less capital invested

Capital invested by funds: $4.06B → $4.03B (-$28.5M)

1% less funds holding

Funds holding: 542 → 537 (-5)

41% less call options, than puts

Call options by funds: $106K | Put options by funds: $181K

Holders
537
Holders Change
-5
Holders Change %
-0.92%
% of All Funds
8.52%
Holding in Top 10
56
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.89%
New
51
Increased
226
Reduced
206
Closed
45
Calls
$106K
Puts
$181K
Net Calls
-$75K
Net Calls Change
+$128K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$107M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$34.5M
3
Charles Schwab
Charles Schwab
California
+$33.7M
4
Jane Street
Jane Street
New York
+$19.4M
5
HighTower Advisors
HighTower Advisors
Illinois
+$14.9M

Top Sellers

Rank Fund Capital Flow
1
AA
Apriem Advisors
California
-$23.9M
2
AT
American Trust
Kentucky
-$20.2M
3
CIAS
CFS Investment Advisory Services
New Jersey
-$15.2M
4
CWM
Congress Wealth Management
Massachusetts
-$13.6M
5
OIA
OneDigital Investment Advisors
Kansas
-$10.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
501
Albion Financial Group
Utah
$11.6K – – –
SWA
502
Sutton Wealth Advisors
Florida
$9.46K – – –
FMP
503
Financial Management Professionals
Texas
$9K – – –
EWM
504
EPG Wealth Management
Georgia
$8.85K – – –
MWM
505
Mascoma Wealth Management
New Hampshire
$8.54K – – –
Legacy Financial Group (Iowa)
506
Legacy Financial Group (Iowa)
Iowa
$8.4K +$8.61K +380 New
HCM
507
Hollencrest Capital Management
California
$7.06K +$45 +2 +0.6%
BEI
508
Benjamin Edwards Inc
Missouri
$7K – – –
AA
509
Atmos Advisory
Pennsylvania
$6.99K -$4.8K -212 -40%
MIA
510
Milestone Investment Advisors
Wisconsin
$6.79K +$45 +2 +0.7%
CWC
511
Carolinas Wealth Consulting
North Carolina
$5.17K +$5.39K +238 New
PNC Financial Services Group
512
PNC Financial Services Group
Pennsylvania
$5.09K +$1.5K +66 +40%
PCMC
513
Private Capital Management (Colorado)
Colorado
$5K – – –
NEAM
514
New England Asset Management
Connecticut
$4.42K +$4.53K +200 New
MRCM
515
M&R Capital Management
New Jersey
$4.2K -$12K -530 -74%
JHCP
516
Jackson Hole Capital Partners
Oklahoma
$4.16K – – –
HCM
517
Horrell Capital Management
Arkansas
$4K – – –
Citigroup
518
Citigroup
New York
$3.94K +$2.13K +94 +112%
KHC
519
Koesten Hirschmann & Crabtree
Kansas
$3.35K +$45 +2 +1%
ACA
520
Aptus Capital Advisors
Alabama
$3.14K – – –
GWANC
521
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.14K – – –
GWSG
522
GPS Wealth Strategies Group
Colorado
$3.1K – – –
BC
523
Barrett & Company
Rhode Island
$3.05K – – –
OAJ
524
Ogorek Anthony Joseph
New York
$3K -$20.6K -908 -87%
BBPWM
525
Blue Bell Private Wealth Management
Pennsylvania
$2.74K – – –
19 20
21
22 23

SCHZ Hedge Fund Activity: Q3 2023 in Review

537 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q3 2023, worth a combined $4.03B — down 0.7% from $4.06B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new SCHZ positions and 45 closed out — a net gain of 6 holders — while 226 added to existing stakes and 206 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $107M. The largest seller was Apriem Advisors, cutting an estimated $23.9M.

  • 537 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q3 2023, down from 542 in Q2 2023.
  • Funds reported $4.03B of Schwab US Aggregate Bond ETF stock for Q3 2023, down 0.7% quarter-over-quarter.
  • 51 funds opened new Schwab US Aggregate Bond ETF positions in Q3 2023 and 45 closed out, a net change of +6 holders.
  • The largest Schwab US Aggregate Bond ETF buyer in Q3 2023 was JP Morgan Chase, an estimated $107M added.
  • The largest Schwab US Aggregate Bond ETF seller in Q3 2023 was Apriem Advisors, an estimated $23.9M sold.

Based on aggregated 13F filings for Q3 2023.