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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 %
EFG
76
Ethos Financial Group
Pennsylvania
$7.79M +$7.79M +334,120 New
SAG
77
SageView Advisory Group
California
$7.64M -$4.93M -223,034 Closed
Thrivent Financial for Lutherans
78
Thrivent Financial for Lutherans
Minnesota
$7.61M +$174K +7,448 +2%
CC
79
Callan Capital
California
$7.51M +$1.33M +57,098 +22%
BNP Paribas Financial Markets
80
BNP Paribas Financial Markets
France
$7.51M +$2.33M +100,038 +45%
NIC
81
Northwest Investment Counselors
Oregon
$7.46M +$14.3K +614 +0.2%
WIM
82
Waycross Investment Management
Washington
$7.37M +$7.37M +316,138 New
FFN
83
Focus Financial Network
Minnesota
$7.35M -$2.37M -101,726 -24%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$7.31M -$2.87M -122,926 -28%
AWS
85
Atria Wealth Solutions
New York
$7.18M -$590K -25,332 -8%
BPA
86
Beacon Pointe Advisors
California
$7.14M -$1.1M -47,110 -13%
SC
87
Syon Capital
California
$7.05M +$7.05M +302,248 New
RJA
88
Raymond James & Associates
Florida
$6.85M -$7.55M -323,894 -52%
KFS
89
Kaizen Financial Strategies
California
$6.62M -$194K -8,326 -3%
CNWM
90
Clay Northam Wealth Management
California
$6.53M +$11.3K +486 +0.2%
MAM
91
Marotta Asset Management
Virginia
$6.39M -$138K -5,912 -2%
BWL
92
Bogart Wealth LLC
Virginia
$6.31M +$1.46M +62,614 +30%
AWM
93
AE Wealth Management
Kansas
$6.3M -$2.73M -118,670 -30%
ISWM
94
Independent Solutions Wealth Management
New York
$6.12M +$110K +4,714 +2%
T
95
TNF
Montana
$6.07M -$682K -29,492 -10%
RSWM
96
Robertson Stephens Wealth Management
California
$6.07M +$6.07M +260,332 New
SWM
97
SigFig Wealth Management
California
$6.05M +$795K +39,660 +15%
C1AG
98
Client 1st Advisory Group
Florida
$6.03M -$2.56M -109,882 -30%
CWM
99
Curi Wealth Management
North Carolina
$5.91M -$665K -28,512 -10%
NRI
100
NFP Retirement Inc
California
$5.8M +$397K +17,036 +7%
2 3
4
5 6