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Schwab US Aggregate Bond ETF
SCHZ

590 hedge funds and large institutions have $4.61B invested in Schwab US Aggregate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 214 increasing their positions, 222 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,120% more call options, than puts

Call options by funds: $61K | Put options by funds: $5K

153% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 40

14% more capital invested

Capital invested by funds: $4.03B → $4.61B (+$582M)

10.17% more ownership

Funds ownership: 116.55% → 126.71% (+10%)

10% more funds holding

Funds holding: 537 → 590 (+53)

5% more funds holding in top 10

Funds holding in top 10: 56 → 59 (+3)

4% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 222

Holders
590
Holders Change
+53
Holders Change %
+9.87%
% of All Funds
8.6%
Holding in Top 10
59
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.36%
% of All Funds
0.86%
New
101
Increased
214
Reduced
222
Closed
40
Calls
$61K
Puts
$5K
Net Calls
+$56K
Net Calls Change
+$131K

Top Buyers

Rank Fund Capital Flow
1
Cerity Partners
Cerity Partners
New York
+$188M
2
Charles Schwab
Charles Schwab
California
+$98.7M
3
DWM
Destination Wealth Management
California
+$73.5M
4
JP Morgan Chase
JP Morgan Chase
New York
+$66.5M
5
Morgan Stanley
Morgan Stanley
New York
+$48M

Top Sellers

Rank Fund Capital Flow
1
BAAM
Baker Avenue Asset Management
California
-$75M
2
Jane Street
Jane Street
New York
-$28.7M
3
Ameriprise
Ameriprise
Minnesota
-$26.4M
4
NYLIM
New York Life Investment Management
New York
-$19.4M
5
SFA
Souders Financial Advisors
Ohio
-$15.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
551
EPG Wealth Management
Georgia
$9.09K – – –
MWM
552
Mascoma Wealth Management
New Hampshire
$9K – – –
BEI
553
Benjamin Edwards Inc
Missouri
$8K – – –
HCM
554
Hollencrest Capital Management
California
$7.5K +$45 +2 +0.6%
AA
555
Atmos Advisory
Pennsylvania
$7.37K – – –
MIA
556
Milestone Investment Advisors
Wisconsin
$7.24K +$89 +4 +1%
BAM
557
Bellevue Asset Management
Washington
$7.13K -$13.4K -600 -66%
AWM
558
Abound Wealth Management
Tennessee
$7.06K +$6.76K +302 New
PCMC
559
Private Capital Management (Colorado)
Colorado
$5.97K +$671 +30 +13%
MSWM
560
McGlone Suttner Wealth Management
Wisconsin
$5.19K +$4.97K +222 New
NEAM
561
New England Asset Management
Connecticut
$4.66K – – –
MRCM
562
M&R Capital Management
New Jersey
$4.43K – – –
JHCP
563
Jackson Hole Capital Partners
Oklahoma
$4.38K – – –
TRCT
564
Tower Research Capital (TRC)
New York
$4.1K +$3.76K +168 +2,100%
HCM
565
Horrell Capital Management
Arkansas
$4K – – –
KHC
566
Koesten Hirschmann & Crabtree
Kansas
$3.58K +$45 +2 +1%
ACA
567
Aptus Capital Advisors
Alabama
$3.31K – – –
GWANC
568
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.31K – – –
BC
569
Barrett & Company
Rhode Island
$3.22K – – –
OAJ
570
Ogorek Anthony Joseph
New York
$3K – – –
BBPWM
571
Blue Bell Private Wealth Management
Pennsylvania
$2.89K – – –
BGAI
572
Bruce G. Allen Investments
Colorado
$2.75K +$2.64K +118 New
LFA
573
LGT Financial Advisors
Texas
$2.44K +$2.33K +104 New
RFG
574
RFP Financial Group
Georgia
$2.33K +$2.24K +100 New
DSC
575
Duncker Streett & Co
Missouri
$2.05K – – –
21 22
23
24 25

SCHZ Hedge Fund Activity: Q4 2023 in Review

590 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q4 2023, worth a combined $4.61B — up 14% from $4.03B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new SCHZ positions and 40 closed out — a net gain of 61 holders — while 214 added to existing stakes and 222 trimmed.

The largest buyer was Cerity Partners, adding an estimated $188M. The largest seller was Baker Avenue Asset Management, exiting entirely with an estimated $75M sold.

  • 590 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q4 2023, up from 537 in Q3 2023.
  • Funds reported $4.61B of Schwab US Aggregate Bond ETF stock for Q4 2023, up 14% quarter-over-quarter.
  • 101 funds opened new Schwab US Aggregate Bond ETF positions in Q4 2023 and 40 closed out, a net change of +61 holders.
  • The largest Schwab US Aggregate Bond ETF buyer in Q4 2023 was Cerity Partners, an estimated $188M added.
  • The largest Schwab US Aggregate Bond ETF seller in Q4 2023 was Baker Avenue Asset Management, an estimated $75M sold.

Based on aggregated 13F filings for Q4 2023.