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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
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 Market Value Shares Shares
Change 		Shares
Change %
WANY
151
Wealthspire Advisors (New York)
New York
$3.33M 144,636 -33,168 -19%
Cerity Partners
152
Cerity Partners
New York
$3.31M 144,114 -8,452,938 -98%
NI
153
NYL Investors
New York
$3.3M 143,400 +12,400 +9%
AF
154
Advisornet Financial
Minnesota
$3.24M 141,010 -144 -0.1%
OFS
155
OneAscent Financial Services
Alabama
$3.17M 137,736 -6,988 -5%
RWM
156
RKL Wealth Management
Pennsylvania
$3.12M 135,604 +2,560 +2%
GFWA
157
Grey Fox Wealth Advisors
Delaware
$3.06M 132,826 -1,628 -1%
OFG
158
Omega Financial Group
California
$3.01M 130,994 +3,226 +3%
Envestnet Portfolio Solutions
159
Envestnet Portfolio Solutions
Illinois
$3M 130,452 -24,888 -16%
SFA
160
Seneca Financial Advisors
New York
$2.88M 125,092 -23,596 -16%
AA
161
Ancora Advisors
Ohio
$2.76M 120,004 -4,588 -4%
PCIA
162
Prime Capital Investment Advisors
Kansas
$2.76M 119,786 +55,084 +85%
LEFP
163
Leading Edge Financial Planning
Tennessee
$2.71M 117,678 -2,848 -2%
MCCP
164
Mission Creek Capital Partners
California
$2.68M 116,612 -44,878 -28%
CHA
165
Cooper/Haims Advisors
New York
$2.67M 116,130 -120,164 -51%
LPAM
166
Lodestar Private Asset Management
California
$2.66M 115,696 -20,890 -15%
Thrivent Financial for Lutherans
167
Thrivent Financial for Lutherans
Minnesota
$2.65M 115,312 -211,280 -65%
BSB
168
Bangor Savings Bank
Maine
$2.62M 113,724 +37,762 +50%
SB
169
Strategic Blueprint
Georgia
$2.59M 112,620 -19,760 -15%
FWP
170
Firethorn Wealth Partners
Georgia
$2.54M 110,362 +9,326 +9%
BBW
171
Blue Barn Wealth
Utah
$2.53M 110,100 -650 -0.6%
AWE
172
Avidian Wealth Enterprises
Texas
$2.49M 108,338 -6,702 -6%
AG
173
Ascent Group
Virginia
$2.47M 107,488 +27,632 +35%
GRP
174
Global Retirement Partners
California
$2.43M 105,636 -18,010 -15%
FD
175
Financial Designs
California
$2.39M 104,118 +104,118 New
5 6
7
8 9