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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.

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 Market Value Shares Shares
Change 		Shares
Change %
FHA
601
First Horizon Advisors
Tennessee
– – -4,187 Closed
PPC
602
Park Place Capital
Alabama
– – -3,586 Closed
RFA
603
Resurgent Financial Advisors
Georgia
– – -3,007 Closed
FFO
604
Fortitude Family Office
Arizona
– – -1,435 Closed
LFA
605
Level Financial Advisors
New York
– – -1,350 Closed
SIS
606
Sound Income Strategies
Florida
– – -1,271 Closed
LF
607
Lee Financial
Texas
– – -1,025 Closed
WCM
608
Winthrop Capital Management
Indiana
– – -800 Closed
MIM
609
Macroview Investment Management
Maryland
– – -475 Closed
AC
610
AlphaCore Capital
California
– – -272 Closed
SA
611
Scarborough Advisors
Maryland
– – -269 Closed
IPW
612
Impact Partnership Wealth
Georgia
– – -253 Closed
GGI
613
Godsey & Gibb Inc
Virginia
– – -240 Closed
AWM
614
Abound Wealth Management
Tennessee
– – -151 Closed
MSWM
615
McGlone Suttner Wealth Management
Wisconsin
– – -111 Closed
NEAM
616
New England Asset Management
Connecticut
– – -100 Closed
TRCT
617
Tower Research Capital (TRC)
New York
– – -88 Closed
BBPWM
618
Blue Bell Private Wealth Management
Pennsylvania
– – -62 Closed
BGAI
619
Bruce G. Allen Investments
Colorado
– – -59 Closed
RFG
620
RFP Financial Group
Georgia
– – -50 Closed
DSC
621
Duncker Streett & Co
Missouri
– – -44 Closed
Citigroup
622
Citigroup
New York
– – -32 Closed
PS
623
Planned Solutions
California
– – -26 Closed
SAG
624
SageView Advisory Group
California
– – – –
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