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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

535 hedge funds and large institutions have $4.03B invested in Schwab US Aggregate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 225 increasing their positions, 205 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
-5
Holders Change %
-0.93%
% of All Funds
8.53%
Holding in Top 10
56
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.89%
New
51
Increased
225
Reduced
205
Closed
45
Calls
$106K
Puts
$181K
Net Calls
-$75K
Net Calls Change
+$128K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$105M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$33.6M
3
Charles Schwab
Charles Schwab
California
+$32.9M
4
Jane Street
Jane Street
New York
+$19M
5
HighTower Advisors
HighTower Advisors
Illinois
+$14.5M

Top Sellers

1
AA
Apriem Advisors
California
-$23.3M
2
AT
American Trust
Kentucky
-$19.8M
3
CIAS
CFS Investment Advisory Services
New Jersey
-$15.2M
4
CWM
Congress Wealth Management
Massachusetts
-$13.3M
5
OIA
OneDigital Investment Advisors
Kansas
-$9.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
RG
176
Retirement Group
California
$2.04M -$5.97K -270 -0.3%
EFS
177
Econ Financial Services
Pennsylvania
$1.96M +$1.18M +53,516 +153%
AG
178
Appleton Group
Wisconsin
$1.93M -$68.8K -3,112 -3%
PWM
179
Perigon Wealth Management
California
$1.92M -$145K -6,568 -7%
VFIC
180
Valley Forge Investment Consultants
Pennsylvania
$1.89M +$167K +7,548 +10%
BA
181
Ballast Advisors
Minnesota
$1.89M +$53.7K +2,428 +3%
FWP
182
Firethorn Wealth Partners
Georgia
$1.87M +$132K +5,972 +8%
Lido Advisors
183
Lido Advisors
California
$1.87M -$267K -12,064 -12%
WA
184
WBH Advisory
Maryland
$1.83M +$755K +34,120 +70%
GLLW
185
Graves Light Lenhart Wealth
Virginia
$1.79M -$281K -12,910 -14%
PFGIA
186
Patriot Financial Group Insurance Agency
Massachusetts
$1.76M +$211K +9,524 +14%
MFG
187
Midwest Financial Group
Kansas
$1.76M +$44.9K +2,030 +3%
NB
188
NBT Bank
New York
$1.74M +$111K +5,000 +7%
CW
189
CreativeOne Wealth
Kansas
$1.72M +$27.4K +1,240 +2%
CWA
190
Clearview Wealth Advisors
Oregon
$1.64M -$5.93K -268 -0.4%
WANY
191
Wealthspire Advisors (New York)
New York
$1.63M +$885 +40 +0.1%
NL
192
NWAM LLC
Washington
$1.59M -$333K -15,044 -17%
EFM
193
Eley Financial Management
Vermont
$1.58M +$22.5K +1,016 +1%
CTWM
194
Cherry Tree Wealth Management
Minnesota
$1.56M +$300K +13,586 +24%
AA
195
Alesco Advisors
New York
$1.54M -$183K -8,260 -11%
BIA
196
Bigelow Investment Advisors
Maine
$1.51M -$43.9K -1,986 -3%
SPI
197
Sutton Place Investors
New York
$1.48M +$219K +9,898 +17%
FA
198
Faithward Advisors
Pennsylvania
$1.48M -$121K -5,500 -8%
LNC
199
Lincoln National Corp
Pennsylvania
$1.43M +$26.1K +1,178 +2%
CAN
200
Cetera Advisor Networks
California
$1.4M +$115K +5,216 +9%
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