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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 %
DSC
526
Duncker Streett & Co
Missouri
$1.95K – – –
GWM
527
Guardian Wealth Management
Illinois
$1.64K +$177 +8 +12%
TAM
528
Tucker Asset Management
Colorado
$1.19K – – –
AA
529
Addison Advisors
Vermont
$1.11K – – –
TF
530
Tompkins Financial
New York
$1.06K – – –
HBW
531
Hazlett, Burt & Watson
West Virginia
$1K +$1K +56 New
SS
532
Sunbelt Securities
Texas
$708 – – –
First Manhattan
533
First Manhattan
New York
$221 – – –
AWM
534
AllSquare Wealth Management
New York
$221 – – –
TRCT
535
Tower Research Capital (TRC)
New York
$177 +$133 +6 +300%
MA
536
MCF Advisors
Kentucky
$1 -$1 – –
FSWA
537
Financial Synergies Wealth Advisors
Texas
$1 -$5 – –
CIAS
538
CFS Investment Advisory Services
New Jersey
– -$15.2M -659,576 Closed
CSIA
539
Charles Schwab Investment Advisory
California
– -$9.53M -412,796 Closed
SMG
540
Smart Money Group
Texas
– -$3.33M -144,490 Closed
CCM
541
Crabel Capital Management
California
– -$1.36M -58,820 Closed
SOS
542
Silver Oak Securities
Tennessee
– -$1.35M -58,566 Closed
RA
543
RFG Advisory
Alabama
– -$1.17M -50,902 Closed
RCIM
544
Red Cedar Investment Management
Michigan
– -$1.05M -45,336 Closed
VAS
545
Valicenti Advisory Services
New York
– -$931K -40,352 Closed
Susquehanna International Group
546
Susquehanna International Group
Pennsylvania
– -$822K -35,622 Closed
BG
547
Benedetti & Gucer
Georgia
– -$776K -33,644 Closed
WAS
548
Wealth Advisory Solutions
Indiana
– -$749K -32,648 Closed
Rockefeller Capital Management
549
Rockefeller Capital Management
New York
– -$639K -27,686 Closed
WCF
550
West Coast Financial
California
– -$530K -22,960 Closed
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