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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
Charles Schwab
California
$1.25B
2
DWM
Destination Wealth Management
California
$118M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$182M
4
Morgan Stanley
Morgan Stanley
New York
$55.9M
5
Goldman Sachs
Goldman Sachs
New York
$117M

Top Sellers

1
BAAM
Baker Avenue Asset Management
California
$0
2
Jane Street
Jane Street
New York
$995K
3
Ameriprise
Ameriprise
Minnesota
$124M
4
NYLIM
New York Life Investment Management
New York
$0
5
SFA
Souders Financial Advisors
Ohio
$366K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
126
Stratos Wealth Advisors
Ohio
$4.54M +$92.2K +3,954 +2%
TWP
127
Tempus Wealth Planning
California
$4.49M +$478K +20,488 +12%
MML Investors Services
128
MML Investors Services
Massachusetts
$4.49M +$527K +22,610 +13%
NFG
129
Northeast Financial Group
Pennsylvania
$4.49M +$137K +5,872 +3%
PIMG
130
Patriot Investment Management Group
Tennessee
$4.45M -$979K -41,994 -18%
HI
131
Harbour Investments
Wisconsin
$4.45M -$1.29M -55,322 -22%
IA
132
IFP Advisors
Florida
$4.35M +$179K +7,694 +4%
PFM
133
Phillips Financial Management
Indiana
$4.35M +$421K +18,042 +11%
MLA
134
My Legacy Advisors
Oregon
$4.34M +$249K +10,710 +6%
ES
135
ETF Store
Kansas
$4.28M +$23.4K +1,002 +0.5%
OP
136
ORG Partners
Indiana
$4.27M +$4.1M +175,774 +2,359%
ACA
137
Affinity Capital Advisors
California
$4.22M +$4.22M +180,864 New
Northwestern Mutual Wealth Management
138
Northwestern Mutual Wealth Management
Wisconsin
$4.2M -$471K -20,202 -10%
WANY
139
Wealthspire Advisors (New York)
New York
$4.14M +$2.43M +104,090 +141%
CFD
140
Creative Financial Designs
Indiana
$4.06M -$77.7K -3,332 -2%
EWM
141
Empirical Wealth Management
Washington
$3.98M -$39.4K -1,692 -1%
MFGP
142
Marshall Financial Group (Pennsylvania)
Pennsylvania
$3.92M +$1.06M +45,328 +37%
AR
143
Apeiron RIA
Texas
$3.83M -$1.1M -47,172 -22%
WP
144
WealthPLAN Partners
Nebraska
$3.77M +$410K +17,572 +12%
MCCP
145
Mission Creek Capital Partners
California
$3.76M -$884K -37,916 -19%
AWM
146
Avior Wealth Management
Nebraska
$3.66M +$491K +21,054 +16%
BL
147
BFSG LLC
California
$3.65M +$118K +5,080 +3%
Envestnet Portfolio Solutions
148
Envestnet Portfolio Solutions
Illinois
$3.62M +$798K +34,244 +28%
WA
149
Waverly Advisors
Alabama
$3.55M -$70.8K -3,036 -2%
GFP
150
Guardian Financial Partners
California
$3.55M +$928K +39,828 +35%
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