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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 %
OAJ
551
Ogorek Anthony Joseph
New York
$3K – – –
AIA
552
Armor Investment Advisors
North Carolina
$2.67K +$2.67K +116 New
LFA
553
LGT Financial Advisors
Texas
$2.65K +$274 +12 +12%
GWM
554
Guardian Wealth Management
Illinois
$2.1K +$274 +12 +15%
CA
555
Continuum Advisory
Idaho
$1.48K +$1.48K +66 New
S
556
Sachetta
Massachusetts
$1.4K – – –
BFPW
557
BOK Financial Private Wealth
Colorado
$1.38K – – –
PAM
558
Palisade Asset Management
Minnesota
$1.29K +$1.29K +56 New
TAM
559
Tucker Asset Management
Colorado
$1.24K – – –
AA
560
Addison Advisors
Vermont
$1.15K – – –
TF
561
Tompkins Financial
New York
$1.1K – – –
HFS
562
Hantz Financial Services
Michigan
$1K -$19.6K -900 -95%
HBW
563
Hazlett, Burt & Watson
West Virginia
$1K – – –
SS
564
Sunbelt Securities
Texas
$736 – – –
SRCM
565
Signature Resources Capital Management
California
$626 – – –
First Manhattan
566
First Manhattan
New York
$230 – – –
AWM
567
AllSquare Wealth Management
New York
$230 – – –
OSAM
568
O'Shaughnessy Asset Management
Connecticut
$42 -$210 -10 -83%
CIBC Private Wealth Group
569
CIBC Private Wealth Group
Georgia
$2 – – –
FSWA
570
Financial Synergies Wealth Advisors
Texas
$1 -$1.78K -78 Closed
MA
571
MCF Advisors
Kentucky
$1 -$1 – –
RA
572
Rational Advisors
New York
– -$100M -4,310,962 Closed
BWA
573
BlueSky Wealth Advisors
North Carolina
– -$40.4M -1,735,200 Closed
Toronto Dominion Bank
574
Toronto Dominion Bank
Ontario, Canada
– -$36.3M -1,557,000 Closed
FPCG
575
Fort Pitt Capital Group
Pennsylvania
– -$13.7M -586,064 Closed
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