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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 %
CCFCSB
601
Cape Cod Five Cents Savings Bank
Massachusetts
– -$754K -34,104 Closed
RI
602
Rinkey Investments
California
– -$396K -17,896 Closed
PWM
603
Prosperity Wealth Management
California
– -$365K -16,494 Closed
SRSA
604
S.R. Schill & Associates
Washington
– -$356K -16,114 Closed
RZH
605
Relyea Zuckerberg Hanson
Connecticut
– -$356K -16,076 Closed
ANTB
606
AMG National Trust Bank
Colorado
– -$332K -14,990 Closed
SQA
607
Simon Quick Advisors
New Jersey
– -$328K -14,832 Closed
AFA
608
AllGen Financial Advisors
Florida
– -$323K -14,628 Closed
SCM
609
Stonehearth Capital Management
Massachusetts
– -$314K -14,220 Closed
HF
610
HRT Financial
New York
– -$308K -13,958 Closed
TWM
611
Triton Wealth Management
Arizona
– -$304K -13,726 Closed
FHC
612
Fort Henry Capital
West Virginia
– -$271K -12,252 Closed
VCM
613
Vivaldi Capital Management
Illinois
– -$255K -11,510 Closed
AAS
614
Annex Advisory Services
Wisconsin
– -$244K -11,052 Closed
RPA
615
Rock Point Advisors
Vermont
– -$241K -10,904 Closed
MMA
616
Miracle Mile Advisors
California
– -$228K -10,318 Closed
PFC
617
Phocas Financial Corp
California
– -$221K -10,010 Closed
PFS
618
Prospera Financial Services
Texas
– -$218K -9,816 Closed
SSWM
619
Sheets Smith Wealth Management
North Carolina
– -$111K -5,012 Closed
CSPIA
620
Cary Street Partners Investment Advisory
Virginia
– -$96.4K -4,360 Closed
SC
621
SouthState Corp
Florida
– -$92.5K -4,184 Closed
PCA
622
Providence Capital Advisors
North Carolina
– -$73.6K -3,330 Closed
BHWM
623
Beaird Harris Wealth Management
Texas
– -$25.3K -1,144 Closed
SCA
624
Stonebridge Capital Advisors
Minnesota
– -$18.6K -842 Closed
Legacy Financial Group (Iowa)
625
Legacy Financial Group (Iowa)
Iowa
– -$8.4K -380 Closed
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