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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 %
KOC
576
Koss-Olinger Consulting
Florida
– -$11.6M -497,810 Closed
WWG
577
West Wealth Group
California
– -$7.84M -336,198 Closed
BNP Paribas Financial Markets
578
BNP Paribas Financial Markets
France
– -$7.51M -321,968 Closed
CWM
579
Curi Wealth Management
North Carolina
– -$5.91M -253,728 Closed
OP
580
ORG Partners
Indiana
– -$4.27M -183,226 Closed
GBWM
581
Granite Bay Wealth Management
New Hampshire
– -$3.25M -144,932 Closed
WI
582
WrapManager Inc
California
– -$2.23M -95,694 Closed
CWM
583
CIBC World Markets
New York
– -$1.18M -50,672 Closed
EGWAG
584
Elwood & Goetz Wealth Advisory Group
Georgia
– -$1.07M -45,862 Closed
SEIA
585
Signature Estate & Investment Advisors
California
– -$695K -29,814 Closed
JFGIW
586
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$630K -27,044 Closed
EWP
587
Elevation Wealth Partners
California
– -$435K -19,680 Closed
MWM
588
Meridian Wealth Management
Kentucky
– -$385K -16,534 Closed
EWA
589
EP Wealth Advisors
California
– -$384K -16,464 Closed
CCM
590
Coldstream Capital Management
Washington
– -$332K -14,248 Closed
SPA
591
Sentinel Pension Advisors
Massachusetts
– -$308K -13,226 Closed
SA
592
Strategic Advocates
Utah
– -$296K -12,696 Closed
MA
593
MKT Advisors
California
– -$286K -12,412 Closed
TWA
594
TCI Wealth Advisors
Arizona
– -$269K -11,528 Closed
AAP
595
Arax Advisory Partners
Colorado
– -$249K -10,670 Closed
FHA
596
Flagship Harbor Advisors
Massachusetts
– -$238K -10,222 Closed
GSIAS
597
Garden State Investment Advisory Services
New Jersey
– -$223K -9,562 Closed
AWM
598
Act Wealth Management
Texas
– -$221K -9,500 Closed
QWM
599
Quadcap Wealth Management
Texas
– -$210K -9,020 Closed
ICG
600
InterOcean Capital Group
Tennessee
– -$201K -8,614 Closed
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