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Schwab US Aggregate Bond ETF
SCHZ

537 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, 226 increasing their positions, 206 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 45

1.74% more ownership

Funds ownership: 114.81% → 116.55% (+1.7%)

10% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 206

0% more funds holding in top 10

Funds holding in top 10: 56 → 56 (0)

1% less capital invested

Capital invested by funds: $4.06B → $4.03B (-$28.5M)

1% less funds holding

Funds holding: 542 → 537 (-5)

41% less call options, than puts

Call options by funds: $106K | Put options by funds: $181K

Holders
537
Holders Change
-5
Holders Change %
-0.92%
% of All Funds
8.52%
Holding in Top 10
56
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.89%
New
51
Increased
226
Reduced
206
Closed
45
Calls
$106K
Puts
$181K
Net Calls
-$75K
Net Calls Change
+$128K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$107M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$34.5M
3
Charles Schwab
Charles Schwab
California
+$33.7M
4
Jane Street
Jane Street
New York
+$19.4M
5
HighTower Advisors
HighTower Advisors
Illinois
+$14.9M

Top Sellers

Rank Fund Capital Flow
1
AA
Apriem Advisors
California
-$23.9M
2
AT
American Trust
Kentucky
-$20.2M
3
CIAS
CFS Investment Advisory Services
New Jersey
-$15.2M
4
CWM
Congress Wealth Management
Massachusetts
-$13.6M
5
OIA
OneDigital Investment Advisors
Kansas
-$10.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
RG
176
Retirement Group
California
$2.04M -$6.12K -270 -0.3%
EFS
177
Econ Financial Services
Pennsylvania
$1.96M +$1.21M +53,516 +153%
AG
178
Appleton Group
Wisconsin
$1.93M -$70.5K -3,112 -3%
PWM
179
Perigon Wealth Management
California
$1.92M -$149K -6,568 -7%
VFIC
180
Valley Forge Investment Consultants
Pennsylvania
$1.89M +$171K +7,548 +10%
BA
181
Ballast Advisors
Minnesota
$1.89M +$55K +2,428 +3%
FWP
182
Firethorn Wealth Partners
Georgia
$1.87M +$135K +5,972 +8%
Lido Advisors
183
Lido Advisors
California
$1.87M -$273K -12,064 -12%
WA
184
WBH Advisory
Maryland
$1.83M +$773K +34,120 +70%
GLLW
185
Graves Light Lenhart Wealth
Virginia
$1.79M -$293K -12,910 -14%
PFGIA
186
Patriot Financial Group Insurance Agency
Massachusetts
$1.76M +$216K +9,524 +14%
MFG
187
Midwest Financial Group
Kansas
$1.76M +$46K +2,030 +3%
NB
188
NBT Bank
New York
$1.74M +$113K +5,000 +7%
CW
189
CreativeOne Wealth
Kansas
$1.72M +$28.1K +1,240 +2%
IFG
190
Independent Financial Group
California
$1.66M +$164K +7,244 +11%
CWA
191
Clearview Wealth Advisors
Oregon
$1.64M -$6.07K -268 -0.4%
WANY
192
Wealthspire Advisors (New York)
New York
$1.63M +$906 +40 +0.1%
NL
193
NWAM LLC
Washington
$1.59M -$341K -15,044 -17%
EFM
194
Eley Financial Management
Vermont
$1.58M +$23K +1,016 +1%
CTWM
195
Cherry Tree Wealth Management
Minnesota
$1.56M +$308K +13,586 +24%
AA
196
Alesco Advisors
New York
$1.54M -$187K -8,260 -11%
BIA
197
Bigelow Investment Advisors
Maine
$1.51M -$45K -1,986 -3%
SPI
198
Sutton Place Investors
New York
$1.48M +$224K +9,898 +17%
FA
199
Faithward Advisors
Pennsylvania
$1.48M -$125K -5,500 -8%
LNC
200
Lincoln National Corp
Pennsylvania
$1.43M +$26.7K +1,178 +2%
6 7
8
9 10

SCHZ Hedge Fund Activity: Q3 2023 in Review

537 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q3 2023, worth a combined $4.03B — down 0.7% from $4.06B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new SCHZ positions and 45 closed out — a net gain of 6 holders — while 226 added to existing stakes and 206 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $107M. The largest seller was Apriem Advisors, cutting an estimated $23.9M.

  • 537 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q3 2023, down from 542 in Q2 2023.
  • Funds reported $4.03B of Schwab US Aggregate Bond ETF stock for Q3 2023, down 0.7% quarter-over-quarter.
  • 51 funds opened new Schwab US Aggregate Bond ETF positions in Q3 2023 and 45 closed out, a net change of +6 holders.
  • The largest Schwab US Aggregate Bond ETF buyer in Q3 2023 was JP Morgan Chase, an estimated $107M added.
  • The largest Schwab US Aggregate Bond ETF seller in Q3 2023 was Apriem Advisors, an estimated $23.9M sold.

Based on aggregated 13F filings for Q3 2023.