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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 %
LPAM
101
Lodestar Private Asset Management
California
$5.07M -$2.55M -115,296 -33%
IWC
102
Integrated Wealth Concepts
Massachusetts
$5.06M +$525K +23,728 +12%
ASFA
103
All Season Financial Advisors
Colorado
$5.04M +$5.04M +227,976 New
GC
104
Guggenheim Capital
Illinois
$5M -$197K -8,914 -4%
SAG
105
SageView Advisory Group
California
$4.93M -$1.4M -63,168 -22%
PFM
106
Peak Financial Management
Massachusetts
$4.92M +$1.25M +56,374 +34%
BNP Paribas Financial Markets
107
BNP Paribas Financial Markets
France
$4.91M +$4.89M +220,914 +21,744%
Commonwealth Equity Services
108
Commonwealth Equity Services
Massachusetts
$4.76M -$72K -3,254 -1%
AR
109
Apeiron RIA
Texas
$4.68M +$112K +5,056 +2%
PMG
110
ProVise Management Group
Florida
$4.63M -$9.02K -408 -0.2%
SDWMA
111
Schneider Downs Wealth Management Advisors
Pennsylvania
$4.62M -$157K -7,098 -3%
BWL
112
Bogart Wealth LLC
Virginia
$4.6M -$69K -3,120 -1%
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$4.43M +$521K +23,546 +13%
MCCP
114
Mission Creek Capital Partners
California
$4.41M -$202K -9,134 -4%
FD
115
Financial Designs
California
$4.22M -$218K -9,880 -5%
SWA
116
Stratos Wealth Advisors
Ohio
$4.22M +$2.28M +103,032 +117%
SFS
117
Summit Financial Strategies
Ohio
$4.19M -$45.5K -2,056 -1%
GWM
118
GSB Wealth Management
Connecticut
$4.18M +$346K +15,668 +9%
MFA
119
Mayflower Financial Advisors
Massachusetts
$4.17M -$494K -22,348 -11%
NFG
120
Northeast Financial Group
Pennsylvania
$4.13M -$2.76M -124,986 -40%
CBFP
121
Cedar Brook Financial Partners
Ohio
$4.08M +$573K +25,900 +16%
1WM
122
1900 Wealth Management
Texas
$4.02M +$1.19M +53,994 +42%
Cerity Partners
123
Cerity Partners
New York
$3.99M -$379K -17,128 -9%
SB
124
Strategic Blueprint
Georgia
$3.98M +$225K +10,170 +6%
IA
125
IFP Advisors
Florida
$3.95M +$584K +26,396 +17%
3 4
5
6 7