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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 %
C1AG
101
Client 1st Advisory Group
Florida
$6.03M 130,986 +1,746 +1%
WAM
102
Wakefield Asset Management
Colorado
$5.95M 129,276 +4,907 +4%
T
103
TNF
Montana
$5.9M 131,750 +598 +0.5%
RWM
104
Reston Wealth Management
Virginia
$5.88M 127,802 +9,841 +8%
MFA
105
Mayflower Financial Advisors
Massachusetts
$5.8M 126,094 +4,771 +4%
FFWA
106
Forthright Family Wealth Advisory
Texas
$5.79M 125,786 +23,285 +23%
SWM
107
SigFig Wealth Management
California
$5.74M 163,371 +12,516 +8%
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$5.59M 121,494 +31,462 +35%
SFG
109
SNS Financial Group
Minnesota
$5.55M 120,647 +2,050 +2%
TWP
110
Tempus Wealth Planning
California
$5.38M 117,019 +20,643 +21%
FF
111
Friedenthal Financial
New Jersey
$5.28M 114,756 -3,873 -3%
GC
112
Guggenheim Capital
Illinois
$5.2M 113,005 – –
CRC
113
Curi RMB Capital
Illinois
$5.18M 112,537 +112,537 New
NFG
114
Northeast Financial Group
Pennsylvania
$5.14M 111,751 +15,477 +16%
PFM
115
Phillips Financial Management
Indiana
$5.01M 108,896 +15,656 +17%
ES
116
ETF Store
Kansas
$4.98M 108,240 +16,399 +18%
RPGK
117
Retirement Planning Group (Kansas)
Kansas
$4.96M 107,761 +2,182 +2%
PFM
118
Peak Financial Management
Massachusetts
$4.92M 106,897 +5,895 +6%
MLA
119
My Legacy Advisors
Oregon
$4.9M 106,442 +13,088 +14%
SFS
120
Summit Financial Strategies
Ohio
$4.83M 104,931 +2,096 +2%
CWA
121
Clearview Wealth Advisors
Oregon
$4.81M 104,560 +65,145 +165%
AO
122
Advisor OS
Illinois
$4.72M 102,694 +368 +0.4%
IA
123
IFP Advisors
Florida
$4.72M 102,620 +9,360 +10%
KF
124
Krilogy Financial
Missouri
$4.67M 101,497 +64 +0.1%
Commonwealth Equity Services
125
Commonwealth Equity Services
Massachusetts
$4.57M 99,425 -321 -0.3%
3 4
5
6 7