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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 %
WIM
76
Waycross Investment Management
Washington
$8.39M 182,396 +24,327 +15%
EFG
77
Ethos Financial Group
Pennsylvania
$8.3M 180,326 +13,266 +8%
UBS Group
78
UBS Group
Switzerland
$7.84M 170,421 +47,304 +38%
NIC
79
Northwest Investment Counselors
Oregon
$7.75M 168,491 +8,440 +5%
FFN
80
Focus Financial Network
Minnesota
$7.57M 169,133 +11,478 +7%
RJA
81
Raymond James & Associates
Florida
$7.49M 162,786 +15,864 +11%
CC
82
Callan Capital
California
$7.34M 159,484 -1,607 -1%
BPA
83
Beacon Pointe Advisors
California
$7.23M 157,254 +4,030 +3%
AWM
84
AE Wealth Management
Kansas
$7.23M 157,229 +20,481 +15%
KFS
85
Kaizen Financial Strategies
California
$7.16M 155,720 +13,774 +10%
SFS
86
Security Financial Services
Indiana
$7.08M 153,974 +42,018 +38%
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$6.87M 149,412 -7,471 -5%
RJFSA
88
Raymond James Financial Services Advisors
Florida
$6.85M 148,871 -282,588 -65%
RSWM
89
Robertson Stephens Wealth Management
California
$6.82M 148,199 +18,033 +14%
CNWM
90
Clay Northam Wealth Management
California
$6.78M 147,343 +7,246 +5%
SDWMA
91
Schneider Downs Wealth Management Advisors
Pennsylvania
$6.62M 143,875 -30,432 -17%
CBFP
92
Cedar Brook Financial Partners
Ohio
$6.58M 143,066 +34,378 +32%
ISWM
93
Independent Solutions Wealth Management
New York
$6.48M 140,777 +9,581 +7%
AWS
94
Atria Wealth Solutions
New York
$6.46M 140,470 -13,530 -9%
MFG
95
Merit Financial Group
Georgia
$6.45M 142,952 +40,630 +40%
FTS
96
Fifth Third Securities
Ohio
$6.41M 139,347 +71,645 +106%
DWP
97
Daymark Wealth Partners
Ohio
$6.4M 139,212 +31,674 +29%
MAM
98
Marotta Asset Management
Virginia
$6.38M 138,631 +1,637 +1%
BWL
99
Bogart Wealth LLC
Virginia
$6.16M 133,823 -1,490 -1%
ACA
100
Affinity Capital Advisors
California
$6.09M 132,424 +41,992 +46%
2 3
4
5 6