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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 %
BTI
76
Blue Trust Inc
Georgia
$6.74M -$1.91M -82,570 -22%
BBWP
77
Beacon Bridge Wealth Partners
Pennsylvania
$6.64M +$6.64M +300,086 New
KFS
78
Kaizen Financial Strategies
California
$6.46M +$988K +44,664 +18%
T
79
TNF
Montana
$6.29M -$973K -45,160 -13%
CWM
80
Curi Wealth Management
North Carolina
$6.24M -$184K -8,304 -3%
MAM
81
Marotta Asset Management
Virginia
$6.19M +$174K +7,864 +3%
CNWM
82
Clay Northam Wealth Management
California
$6.19M -$80.8K -3,652 -1%
KV
83
Kickstand Ventures
New York
$6.07M +$6.07M +274,690 New
WP
84
WealthShield Partners
North Carolina
$6.04M -$1.44M -64,922 -19%
CC
85
Callan Capital
California
$5.86M +$135K +6,104 +2%
OMC
86
Old Mission Capital
Illinois
$5.79M +$5.79M +261,990 New
RWM
87
Reston Wealth Management
Virginia
$5.78M +$462K +20,872 +9%
SFS
88
Security Financial Services
Indiana
$5.76M -$499K -22,546 -8%
ISWM
89
Independent Solutions Wealth Management
New York
$5.7M +$1.03M +46,604 +22%
SWM
90
SigFig Wealth Management
California
$5.7M -$41.3K -1,900 -0.7%
WAM
91
Wakefield Asset Management
Colorado
$5.59M +$349K +15,798 +7%
Morgan Stanley
92
Morgan Stanley
New York
$5.57M -$2.53M -114,594 -31%
HI
93
Harbour Investments
Wisconsin
$5.45M +$212K +9,570 +4%
KF
94
Krilogy Financial
Missouri
$5.38M -$347K -15,680 -6%
FF
95
Friedenthal Financial
New Jersey
$5.24M -$512K -23,142 -9%
SFG
96
SNS Financial Group
Minnesota
$5.21M -$94.6K -4,276 -2%
NSG
97
Nalls Sherbakoff Group
Tennessee
$5.16M +$118K +5,342 +2%
PIMG
98
Patriot Investment Management Group
Tennessee
$5.15M -$3.97M -179,614 -44%
NRI
99
NFP Retirement Inc
California
$5.13M -$2.54M -114,938 -33%
CWS
100
Cypress Wealth Services
California
$5.08M +$357K +16,124 +8%
2 3
4
5 6