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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.

New
Increased
Maintained
Reduced
Closed
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
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$206M
4
Mariner
4
Mariner
Kansas
$30.3M
5
FRA
5
FFG Retirement Advisors
Colorado
$11.2M

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 Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
126
MML Investors Services
Massachusetts
$4.53M +$96.8K +4,208 +2%
CFD
127
Creative Financial Designs
Indiana
$4.45M +$445K +19,366 +11%
PIMG
128
Patriot Investment Management Group
Tennessee
$4.36M -$36.8K -1,600 -0.8%
TWM
129
Tradition Wealth Management
Minnesota
$4.33M +$4.05M +176,196 +1,466%
EWM
130
Empirical Wealth Management
Washington
$4.21M +$282K +12,242 +7%
ASFA
131
All Season Financial Advisors
Colorado
$4.08M -$748K -32,538 -15%
NRI
132
NFP Retirement Inc
California
$4.05M -$1.67M -72,676 -29%
MFGP
133
Marshall Financial Group (Pennsylvania)
Pennsylvania
$4.01M +$144K +6,244 +4%
HI
134
Harbour Investments
Wisconsin
$3.98M -$417K -18,152 -10%
CAG
135
Curtis Advisory Group
California
$3.96M +$723K +31,434 +22%
WP
136
WealthPLAN Partners
Nebraska
$3.87M +$152K +6,614 +4%
GFP
137
Guardian Financial Partners
California
$3.83M +$326K +14,174 +9%
SWA
138
Sightline Wealth Advisors
Connecticut
$3.79M +$1.93M +83,896 +104%
Prudential Financial
139
Prudential Financial
New Jersey
$3.73M +$2.32M +100,942 +165%
BL
140
BFSG LLC
California
$3.7M +$93.7K +4,074 +3%
AWM
141
Avior Wealth Management
Nebraska
$3.67M +$58.6K +2,548 +2%
HA
142
HC Advisors
Georgia
$3.66M +$220K +9,584 +6%
PMG
143
ProVise Management Group
Florida
$3.65M -$1.4M -60,722 -28%
AR
144
Apeiron RIA
Texas
$3.59M -$195K -8,478 -5%
BIM
145
Breakwater Investment Management
Washington
$3.53M +$3.53M +153,496 New
SC
146
Syon Capital
California
$3.48M -$3.48M -151,124 -50%
JWM
147
Janiczek Wealth Management
Colorado
$3.46M +$401K +17,428 +13%
SWA
148
Stratos Wealth Advisors
Ohio
$3.45M -$1.03M -44,662 -23%
CWM
149
Chesapeake Wealth Management
Virginia
$3.44M +$5.34K +232 +0.2%
AI
150
Atria Investments
North Carolina
$3.35M +$205K +8,912 +7%
4 5
6
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