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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 %
HA
151
HC Advisors
Georgia
$3.48M +$184K +7,874 +6%
CWM
152
Chesapeake Wealth Management
Virginia
$3.48M +$325K +13,928 +10%
SFA
153
Seneca Financial Advisors
New York
$3.47M +$2.3M +98,690 +197%
OFS
154
OneAscent Financial Services
Alabama
$3.37M -$186K -7,990 -5%
AF
155
Advisornet Financial
Minnesota
$3.29M -$437K -18,760 -12%
CAG
156
Curtis Advisory Group
California
$3.28M +$350K +15,026 +12%
GBWM
157
Granite Bay Wealth Management
New Hampshire
$3.25M +$528K +23,594 +19%
Cerity Partners
158
Cerity Partners
New York
$3.2M +$3.13M +8,416,850 +4,671%
AI
159
Atria Investments
North Carolina
$3.18M -$349K -14,966 -10%
LPAM
160
Lodestar Private Asset Management
California
$3.18M -$2.16M -92,860 -40%
FTS
161
Fifth Third Securities
Ohio
$3.16M +$214K +9,164 +7%
GFWA
162
Grey Fox Wealth Advisors
Delaware
$3.13M -$241K -10,360 -7%
RWM
163
RKL Wealth Management
Pennsylvania
$3.1M +$9.37K +402 +0.3%
JWM
164
Janiczek Wealth Management
Colorado
$3.1M -$476K -20,408 -13%
SB
165
Strategic Blueprint
Georgia
$3.09M -$1.11M -47,794 -27%
NI
166
NYL Investors
New York
$3.05M -$103K -4,400 -3%
SMG
167
Smart Money Group
Texas
$3.03M +$3.03M +129,848 New
OFG
168
Omega Financial Group
California
$2.98M -$448K -19,212 -13%
CF
169
Corrigan Financial
Rhode Island
$2.91M -$382K -16,368 -12%
AA
170
Ancora Advisors
Ohio
$2.9M -$340K -14,578 -10%
GRP
171
Global Retirement Partners
California
$2.86M -$911K -39,412 -24%
LEFP
172
Leading Edge Financial Planning
Tennessee
$2.81M -$251K -10,788 -8%
BCWM
173
Bartlett & Co Wealth Management
Ohio
$2.68M -$981K -42,006 -27%
BC
174
Bartlett & Co
Ohio
$2.68M -$981K -42,006 -27%
AWE
175
Avidian Wealth Enterprises
Texas
$2.68M -$973K -41,744 -27%
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