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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 %
PA
526
Pineridge Advisors
Missouri
$13.2K – – –
MA
527
Montag & Associates
Georgia
$12.5K +$92 +4 +0.7%
AFG
528
Albion Financial Group
Utah
$12.1K – – –
MFT
529
Moisand Fitzgerald Tamayo
Florida
$10.5K – – –
CI
530
Cordant Inc
Oregon
$10.4K – – –
EWM
531
EPG Wealth Management
Georgia
$9.2K – – –
MWM
532
Mascoma Wealth Management
New Hampshire
$8.88K – – –
BEI
533
Benjamin Edwards Inc
Missouri
$8K – – –
HCM
534
Hollencrest Capital Management
California
$7.43K – – –
AA
535
Atmos Advisory
Pennsylvania
$7.27K – – –
MIA
536
Milestone Investment Advisors
Wisconsin
$7.19K +$46 +2 +0.6%
BAM
537
Bellevue Asset Management
Washington
$7.04K – – –
OLVIG
538
Oliver Lagore Vanvalin Investment Group
Michigan
$6.6K -$6.1K -266 -48%
PCM
539
Palouse Capital Management
Washington
$6.07K +$6.07K +264 New
PCMC
540
Private Capital Management (Colorado)
Colorado
$5.89K – – –
ACM
541
Anfield Capital Management
California
$4.42K +$4.42K +192 New
MRCM
542
M&R Capital Management
New Jersey
$4.37K – – –
JHCP
543
Jackson Hole Capital Partners
Oklahoma
$4.32K – – –
HCM
544
Horrell Capital Management
Arkansas
$4K – – –
KHC
545
Koesten Hirschmann & Crabtree
Kansas
$3.55K – – –
GI
546
Gradient Investments
Minnesota
$3.31K +$3.31K +144 New
ACA
547
Aptus Capital Advisors
Alabama
$3.27K – – –
GWANC
548
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.27K – – –
CWM
549
CarsonAllaria Wealth Management
Illinois
$3.22K +$3.22K +140 New
BC
550
Barrett & Company
Rhode Island
$3.17K – – –
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