SCHZ icon

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 %
MAG
51
Members Advisory Group
New York
$12.7M -$210K -8,994 -2%
RWP
52
Revolve Wealth Partners
New Jersey
$12.7M +$1.34M +57,540 +12%
CM
53
Columbus Macro
Pennsylvania
$11.9M +$11.9M +511,182 New
MGIA
54
Moneta Group Investment Advisors
Missouri
$11.8M +$488K +20,934 +4%
CKAIS
55
Christensen King & Associates Investment Services
Washington
$11.6M +$11.6M +498,638 New
KOC
56
Koss-Olinger Consulting
Florida
$11.6M +$11.6M +497,810 New
WA
57
Waterford Advisors
New York
$11M -$5.21M -223,606 -32%
BDFN
58
Bond & Devick Financial Network
Minnesota
$10.9M +$390K +16,714 +4%
PWM
59
Pinnacle Wealth Management
California
$10.4M -$468K -20,098 -4%
MA
60
Mutual Advisors
Nebraska
$10.3M +$798K +34,220 +8%
M
61
MYeCFO
California
$10.3M +$668K +28,646 +7%
JFG
62
JMG Financial Group
Illinois
$10.2M -$117K -5,038 -1%
LIM
63
Leavell Investment Management
Alabama
$10.1M -$640K -27,454 -6%
LPL Financial
64
LPL Financial
California
$10.1M +$742K +31,824 +8%
Creative Planning
65
Creative Planning
Kansas
$10M -$3.08M -132,120 -23%
FCH
66
Freestone Capital Holdings
Washington
$9.6M -$633K -27,148 -6%
VFPW
67
Vantage Financial Partners (Wisconsin)
Wisconsin
$9.57M +$484K +20,748 +5%
Jones Financial Companies
68
Jones Financial Companies
Missouri
$9.5M +$339K +14,548 +4%
KV
69
Kickstand Ventures
New York
$9.26M +$2.85M +122,376 +45%
AAS
70
Avantax Advisory Services
Texas
$9.09M +$8.02M +344,216 +751%
BBWP
71
Beacon Bridge Wealth Partners
Pennsylvania
$8.79M +$1.79M +76,830 +26%
IWC
72
Integrated Wealth Concepts
Massachusetts
$8.63M +$3.3M +141,722 +62%
CWS
73
Cypress Wealth Services
California
$8.2M +$2.84M +121,900 +53%
SDWMA
74
Schneider Downs Wealth Management Advisors
Pennsylvania
$8.13M +$3.26M +139,762 +67%
WWG
75
West Wealth Group
California
$7.84M -$856K -36,714 -10%
1 2
3
4 5