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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

587 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 100 funds opening new positions, 213 increasing their positions, 221 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
587
Holders Change
+52
Holders Change %
+9.72%
% of All Funds
8.61%
Holding in Top 10
58
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.57%
% of All Funds
0.85%
New
100
Increased
213
Reduced
221
Closed
40
Calls
$61K
Puts
$5K
Net Calls
+$56K
Net Calls Change
+$131K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$1.25B
2
DWM
2
Destination Wealth Management
California
$118M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$182M
4
Morgan Stanley
4
Morgan Stanley
New York
$55.9M
5
Goldman Sachs
5
Goldman Sachs
New York
$117M

Top Sellers

1
BAAM
1
Baker Avenue Asset Management
California
$0
2
Jane Street
2
Jane Street
New York
$995K
3
Ameriprise
3
Ameriprise
Minnesota
$124M
4
NYLIM
4
New York Life Investment Management
New York
$0
5
SFA
5
Souders Financial Advisors
Ohio
$366K
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
551
Hollencrest Capital Management
California
$7.5K +$47 +2 +0.6%
AA
552
Atmos Advisory
Pennsylvania
$7.37K – – –
MIA
553
Milestone Investment Advisors
Wisconsin
$7.24K +$93 +4 +1%
BAM
554
Bellevue Asset Management
Washington
$7.13K -$14K -600 -66%
AWM
555
Abound Wealth Management
Tennessee
$7.06K +$7.06K +302 New
PCMC
556
Private Capital Management (Colorado)
Colorado
$5.97K +$700 +30 +13%
MSWM
557
McGlone Suttner Wealth Management
Wisconsin
$5.19K +$5.19K +222 New
NEAM
558
New England Asset Management
Connecticut
$4.66K – – –
MRCM
559
M&R Capital Management
New Jersey
$4.43K – – –
JHCP
560
Jackson Hole Capital Partners
Oklahoma
$4.38K – – –
TRCT
561
Tower Research Capital (TRC)
New York
$4.1K +$3.92K +168 +2,100%
HCM
562
Horrell Capital Management
Arkansas
$4K – – –
KHC
563
Koesten Hirschmann & Crabtree
Kansas
$3.58K +$46 +2 +1%
ACA
564
Aptus Capital Advisors
Alabama
$3.31K – – –
GWANC
565
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.31K – – –
BC
566
Barrett & Company
Rhode Island
$3.22K – – –
OAJ
567
Ogorek Anthony Joseph
New York
$3K – – –
BBPWM
568
Blue Bell Private Wealth Management
Pennsylvania
$2.89K – – –
BGAI
569
Bruce G. Allen Investments
Colorado
$2.75K +$2.75K +118 New
LFA
570
LGT Financial Advisors
Texas
$2.44K +$2.44K +104 New
RFG
571
RFP Financial Group
Georgia
$2.33K +$2.33K +100 New
DSC
572
Duncker Streett & Co
Missouri
$2.05K – – –
GWM
573
Guardian Wealth Management
Illinois
$1.89K +$141 +6 +8%
FSWA
574
Financial Synergies Wealth Advisors
Texas
$1.78K +$1.78K +78 New
Fidelity Investments
575
Fidelity Investments
Massachusetts
$1.68K -$50.1K -2,150 -97%
21 22
23
24 25