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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 %
PAS
176
Park Avenue Securities
New York
$2.63M +$2.63M +112,958 New
BBW
177
Blue Barn Wealth
Utah
$2.58M +$82.7K +3,546 +3%
FWP
178
Firethorn Wealth Partners
Georgia
$2.36M +$380K +16,286 +19%
AA
179
AlphaQ Advisors
Florida
$2.35M -$311K -13,352 -12%
KC
180
Kades & Cheifetz
Pennsylvania
$2.28M -$63.5K -2,724 -3%
PWM
181
Perigon Wealth Management
California
$2.23M +$212K +9,094 +10%
WI
182
WrapManager Inc
California
$2.23M +$2.23M +95,694 New
VI
183
VanderPol Investments
Michigan
$2.23M +$2.23M +95,468 New
BCM
184
Brookstone Capital Management
Illinois
$2.2M +$1.62M +69,668 +280%
CFMC
185
Curbstone Financial Management Corp
New Hampshire
$2.16M -$79.3K -3,400 -4%
GP
186
Girard Partners
Pennsylvania
$2.12M +$1.44M +61,768 +211%
MWA
187
MN Wealth Advisors
Kansas
$2.12M +$2.12M +90,866 New
CAPTRUST Financial Advisors
188
CAPTRUST Financial Advisors
North Carolina
$2.1M -$170K -7,280 -7%
RG
189
Retirement Group
California
$2.08M -$73.4K -3,148 -3%
CW
190
CreativeOne Wealth
Kansas
$2.06M +$251K +10,768 +14%
SFG
191
StrategIQ Financial Group
Indiana
$2.05M +$779K +33,434 +61%
CMAI
192
Capital Management Associates Inc
Minnesota
$2.04M +$2.04M +470 New
Lido Advisors
193
Lido Advisors
California
$2M +$24K +1,028 +1%
CAN
194
Cetera Advisor Networks
California
$1.99M +$518K +22,202 +35%
MW
195
Maia Wealth
Colorado
$1.98M +$1.98M +85,112 New
BA
196
Ballast Advisors
Minnesota
$1.98M -$8.81K -378 -0.4%
VFIC
197
Valley Forge Investment Consultants
Pennsylvania
$1.96M -$27.9K -1,198 -1%
NB
198
NBT Bank
New York
$1.93M +$95.9K +4,114 +5%
SWA
199
Sightline Wealth Advisors
Connecticut
$1.89M +$497K +21,340 +36%
NA
200
NewEdge Advisors
Louisiana
$1.88M +$1.86M +80,428 +10,181%
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