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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
TCM
3
TruNorth Capital Management
Michigan
$26.7M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$206M
5
Mariner
5
Mariner
Kansas
$30.3M

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 %
WA
51
Waterford Advisors
New York
$10.9M 236,323 +301 +0.1%
CM
52
Columbus Macro
Pennsylvania
$10.6M 230,246 -25,345 -10%
AAS
53
Avantax Advisory Services
Texas
$10.5M 228,069 +33,047 +17%
AA
54
Apriem Advisors
California
$10.5M 227,648 +220,023 +2,886%
Jones Financial Companies
55
Jones Financial Companies
Missouri
$10.4M 226,430 +22,624 +11%
M
56
MYeCFO
California
$10.3M 222,893 +1,473 +0.7%
CA
57
Cetera Advisors
Colorado
$10.1M 220,245 +187,481 +572%
JFG
58
JMG Financial Group
Illinois
$9.96M 216,561 -2,019 -0.9%
LIM
59
Leavell Investment Management
Alabama
$9.91M 215,487 -1,096 -0.5%
BTI
60
Blue Trust Inc
Georgia
$9.9M 215,180 +84,603 +65%
PWM
61
Pinnacle Wealth Management
California
$9.79M 212,889 -10,337 -5%
LPL Financial
62
LPL Financial
California
$9.68M 210,457 -5,963 -3%
VFPW
63
Vantage Financial Partners (Wisconsin)
Wisconsin
$9.55M 207,570 +2,325 +1%
KV
64
Kickstand Ventures
New York
$9.39M 204,088 +5,555 +3%
CWS
65
Cypress Wealth Services
California
$9.36M 203,377 +27,495 +16%
IWC
66
Integrated Wealth Concepts
Massachusetts
$9.27M 201,502 +16,291 +9%
JJBC
67
James J. Burns & Company
New York
$9.13M 200,633 -82,708 -29%
Creative Planning
68
Creative Planning
Kansas
$9.1M 197,821 -17,705 -8%
WP
69
WealthShield Partners
North Carolina
$9.02M 196,122 +76,268 +64%
Osaic Holdings
70
Osaic Holdings
Arizona
$8.98M 195,195 -119,320 -38%
BBWP
71
Beacon Bridge Wealth Partners
Pennsylvania
$8.81M 191,431 +2,973 +2%
WA
72
Waverly Advisors
Alabama
$8.76M 190,432 +114,220 +150%
FCH
73
Freestone Capital Holdings
Washington
$8.72M 189,479 -16,525 -8%
OMC
74
Old Mission Capital
Illinois
$8.57M 186,330 +186,330 New
MWM
75
MorganRosel Wealth Management
Colorado
$8.54M 185,735 -109,268 -37%
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