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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 %
Citigroup
576
Citigroup
New York
$1.49K -$2.66K -114 -64%
S
577
Sachetta
Massachusetts
$1.4K +$1.4K +60 New
BFPW
578
BOK Financial Private Wealth
Colorado
$1.4K -$1.07K -46 -43%
TAM
579
Tucker Asset Management
Colorado
$1.26K – – –
PS
580
Planned Solutions
California
$1.21K +$1.21K +52 New
AA
581
Addison Advisors
Vermont
$1.17K – – –
TF
582
Tompkins Financial
New York
$1.12K – – –
HBW
583
Hazlett, Burt & Watson
West Virginia
$1K – – –
SS
584
Sunbelt Securities
Texas
$746 – – –
SRCM
585
Signature Resources Capital Management
California
$626 +$626 +26 New
OSAM
586
O'Shaughnessy Asset Management
Connecticut
$280 +$280 +12 New
AWM
587
AllSquare Wealth Management
New York
$233 – – –
First Manhattan
588
First Manhattan
New York
$233 – – –
MA
589
MCF Advisors
Kentucky
$1 -$1 – –
BAAM
590
Baker Avenue Asset Management
California
– -$75M -3,390,536 Closed
NYLIM
591
New York Life Investment Management
New York
– -$19.4M -877,562 Closed
FRA
592
FFG Retirement Advisors
Colorado
– -$11.6M -525,536 Closed
OMC
593
Old Mission Capital
Illinois
– -$5.79M -261,990 Closed
FD
594
Financial Designs
California
– -$4.22M -190,802 Closed
CW
595
Connectus Wealth
Ohio
– -$20.6K -93,338 Closed
VAF
596
Values Added Financial
District of Columbia
– -$1.24M -56,116 Closed
Squarepoint
597
Squarepoint
New York
– -$1.24M -56,016 Closed
TFA
598
Teamwork Financial Advisors
Texas
– -$1.12M -50,426 Closed
AT
599
American Trust
Kentucky
– -$949K -42,932 Closed
MSWMA
600
Market Street Wealth Management Advisors
Indiana
– -$767K -34,662 Closed
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