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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.

New
Increased
Maintained
Reduced
Closed
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
Charles Schwab
California
$1.48B
2
APP
Avantax Planning Partners
Iowa
$165M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$206M
4
Mariner
Mariner
Kansas
$30.3M
5
FRA
FFG Retirement Advisors
Colorado
$11.2M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
$3.31M
2
RA
Rational Advisors
New York
$0
3
DWM
Destination Wealth Management
California
$55M
4
BWA
BlueSky Wealth Advisors
North Carolina
$0
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
176
AlphaQ Advisors
Florida
$2.37M +$49.8K +2,164 +2%
VI
177
VanderPol Investments
Michigan
$2.36M +$165K +7,154 +7%
MWA
178
MN Wealth Advisors
Kansas
$2.34M +$250K +10,864 +12%
RIM
179
Redwood Investment Management
Arizona
$2.31M +$588K +25,560 +34%
SMG
180
Smart Money Group
Texas
$2.3M -$599K -26,840 -21%
PAS
181
Park Avenue Securities
New York
$2.28M -$317K -13,798 -12%
KC
182
Kades & Cheifetz
Pennsylvania
$2.27M +$20K +868 +0.9%
CFMC
183
Curbstone Financial Management Corp
New Hampshire
$2.24M +$115K +5,000 +5%
SPI
184
Sutton Place Investors
New York
$2.24M +$832K +36,162 +59%
BCWM
185
Bartlett & Co Wealth Management
Ohio
$2.2M -$440K -19,152 -17%
MSFS
186
Main Street Financial Solutions
Pennsylvania
$2.17M +$2.17M +94,402 New
PWM
187
Perigon Wealth Management
California
$2.15M -$57.4K -2,494 -3%
CW
188
CreativeOne Wealth
Kansas
$2.1M +$64.4K +2,800 +3%
RWM
189
Revisor Wealth Management
Ohio
$2.07M +$1.85M +79,908 +852%
PFGIA
190
Patriot Financial Group Insurance Agency
Massachusetts
$2.05M +$333K +14,462 +19%
CAN
191
Cetera Advisor Networks
California
$2.02M +$50.3K +2,188 +3%
VFIC
192
Valley Forge Investment Consultants
Pennsylvania
$2.02M +$79.9K +3,472 +4%
BCM
193
Brookstone Capital Management
Illinois
$2.01M -$166K -7,212 -8%
GWP
194
Gen-Wealth Partners
Michigan
$1.97M +$1.97M +85,644 New
NL
195
NWAM LLC
Washington
$1.92M +$138K +6,102 +8%
CWM
196
Cedar Wealth Management
California
$1.92M +$92.7K +4,030 +5%
NB
197
NBT Bank
New York
$1.91M +$1.75K +76 +0.1%
CAPTRUST Financial Advisors
198
CAPTRUST Financial Advisors
North Carolina
$1.89M -$178K -7,754 -9%
BA
199
Ballast Advisors
Minnesota
$1.89M -$66.4K -2,888 -3%
TW
200
Transform Wealth
Colorado
$1.87M +$354K +15,400 +23%
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