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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

535 hedge funds and large institutions have $4.03B invested in Schwab US Aggregate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 225 increasing their positions, 205 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
-5
Holders Change %
-0.93%
% of All Funds
8.53%
Holding in Top 10
56
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.89%
New
51
Increased
225
Reduced
205
Closed
45
Calls
$106K
Puts
$181K
Net Calls
-$75K
Net Calls Change
+$128K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$107M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$105M
3
Charles Schwab
3
Charles Schwab
California
$1.09B
4
Jane Street
4
Jane Street
New York
$29.3M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$60.2M

Top Sellers

1
AA
1
Apriem Advisors
California
$478K
2
AT
2
American Trust
Kentucky
$949K
3
CIAS
3
CFS Investment Advisory Services
New Jersey
$0
4
CWM
4
Congress Wealth Management
Massachusetts
$2.07M
5
OIA
5
OneDigital Investment Advisors
Kansas
$78.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGIA
51
Moneta Group Investment Advisors
Missouri
$10.7M +$1.39M +63,052 +15%
KL
52
KilterHowling LLC
Colorado
$10.6M +$281K +12,690 +3%
PWM
53
Pinnacle Wealth Management
California
$10.3M +$9.7M +438,668 +1,573%
LIM
54
Leavell Investment Management
Alabama
$10.2M -$58.6K -2,648 -0.6%
BDFN
55
Bond & Devick Financial Network
Minnesota
$10M -$112K -5,084 -1%
JFG
56
JMG Financial Group
Illinois
$9.78M -$807K -36,512 -8%
FCH
57
Freestone Capital Holdings
Washington
$9.71M -$413K -18,696 -4%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$9.66M -$265K -11,984 -3%
JJBC
59
James J. Burns & Company
New York
$9.24M +$287K +12,970 +3%
FFN
60
Focus Financial Network
Minnesota
$9.22M +$197K +8,904 +2%
M
61
MYeCFO
California
$9.16M +$846K +38,256 +10%
MA
62
Mutual Advisors
Nebraska
$9.05M -$715K -32,328 -7%
LPL Financial
63
LPL Financial
California
$8.87M -$24.5K -1,108 -0.3%
DWP
64
Daymark Wealth Partners
Ohio
$8.82M -$3.97M -179,590 -31%
Jones Financial Companies
65
Jones Financial Companies
Missouri
$8.69M +$407K +18,382 +5%
UBS Group
66
UBS Group
Switzerland
$8.68M +$3.75M +169,672 +76%
AWM
67
AE Wealth Management
Kansas
$8.67M +$435K +19,662 +5%
VFPW
68
Vantage Financial Partners (Wisconsin)
Wisconsin
$8.62M +$438K +19,822 +5%
WWG
69
West Wealth Group
California
$8.25M -$1.16M -52,440 -12%
C1AG
70
Client 1st Advisory Group
Florida
$8.15M -$1.41M -63,772 -15%
BPA
71
Beacon Pointe Advisors
California
$7.82M +$204K +9,214 +3%
RPGK
72
Retirement Planning Group (Kansas)
Kansas
$7.78M +$3.77M +170,400 +94%
AWS
73
Atria Wealth Solutions
New York
$7.37M -$411K -18,592 -5%
NIC
74
Northwest Investment Counselors
Oregon
$7.07M +$171K +7,728 +2%
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$7.06M +$1.74M +78,416 +33%
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