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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 %
BWP
551
Balboa Wealth Partners
Arizona
– -$511K -22,136 Closed
LWM
552
Laidlaw Wealth Management
New York
– -$407K -17,648 Closed
SWG
553
Summit Wealth Group
Vermont
– -$405K -17,552 Closed
SFO
554
Stokes Family Office
Louisiana
– -$353K -15,316 Closed
LCM
555
Leisure Capital Management
California
– -$315K -13,670 Closed
BJL
556
Brighton Jones LLC
Washington
– -$305K -13,214 Closed
XF
557
XML Financial
Maryland
– -$285K -12,328 Closed
SIA
558
SkyView Investment Advisors
New Jersey
– -$282K -12,204 Closed
SBH
559
Segall Bryant & Hamill
Illinois
– -$275K -11,934 Closed
BWP
560
BSW Wealth Partners
Colorado
– -$271K -11,728 Closed
FI
561
FIDELIS iM
Oregon
– -$250K -10,840 Closed
ACP
562
Arcus Capital Partners
Georgia
– -$245K -10,610 Closed
GCA
563
Genesee Capital Advisors
New York
– -$242K -10,472 Closed
AWM
564
Apollon Wealth Management
South Carolina
– -$240K -10,398 Closed
CIA
565
Cladis Investment Advisory
Montana
– -$220K -9,552 Closed
EWA
566
Exencial Wealth Advisors
Oklahoma
– -$215K -9,332 Closed
MA
567
Modus Advisors
Minnesota
– -$215K -9,322 Closed
TIM
568
Total Investment Management
Arizona
– -$214K -9,292 Closed
GSEP
569
Golden State Equity Partners
California
– -$208K -9,000 Closed
GC
570
Gilbert & Cook
Iowa
– -$206K -8,936 Closed
TI
571
Trexquant Investment
Connecticut
– -$201K -8,696 Closed
MCA
572
Magnolia Capital Advisors
Mississippi
– -$200K -8,680 Closed
BA
573
Bristlecone Advisors
Washington
– -$130K -5,646 Closed
UB
574
UMB Bank
Missouri
– -$115K -5,000 Closed
2L
575
25 LLC
Missouri
– -$114K -4,918 Closed
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