Schwab US Aggregate Bond ETF
SCHZ
SCHZ
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 |
1
Charles Schwab
San Francisco,
California
|
$1.25B |
| 2 |
DWM
2
Destination Wealth Management
Walnut Creek,
California
|
$118M |
| 3 |
3
JPMorgan Chase & Co
New York
|
$182M |
| 4 |
4
Morgan Stanley
New York
|
$55.9M |
| 5 |
5
Goldman Sachs
New York
|
$117M |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
CWC
626
Carolinas Wealth Consulting
Charlotte,
North Carolina
| – | -$5.17K | -238 | Closed |
|
|
GWSG
627
GPS Wealth Strategies Group
Centennial,
Colorado
| – | -$3.1K | -140 | Closed |
|
628
Simplex Trading
Chicago,
Illinois
| – | -$2K | -118 | Closed |
|