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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 %
ZF
201
Zhang Financial
Michigan
$1.4M -$741K -33,516 -35%
LA
202
LexAurum Advisors
Kansas
$1.39M -$48.4K -2,190 -3%
SPAS
203
Spectrum Planning & Advisory Services
California
$1.38M -$126K -5,694 -8%
HIF
204
Hill Island Financial
Michigan
$1.36M -$34.9K -1,580 -3%
ECM
205
Exchange Capital Management
Michigan
$1.35M -$25.9K -1,170 -2%
MCM
206
Mendel Capital Management
Arkansas
$1.35M +$135K +6,094 +11%
CHA
207
Cooper/Haims Advisors
New York
$1.35M +$241K +10,876 +22%
TW
208
Transform Wealth
Colorado
$1.34M -$1.31M -59,282 -49%
VA
209
Valmark Advisers
Ohio
$1.34M +$134K +6,038 +11%
LA
210
LVW Advisors
New York
$1.34M +$72.1K +3,260 +6%
SWA
211
Sightline Wealth Advisors
Connecticut
$1.32M +$663K +29,972 +101%
GWM
212
Geneos Wealth Management
Colorado
$1.31M +$663K +29,982 +102%
SIS
213
Strategic Investment Solutions
Illinois
$1.31M +$1.29M +56,798 +6,242%
PA
214
PFG Advisors
Arizona
$1.29M -$768K -34,744 -37%
DLCIG
215
D.L. Carlson Investment Group
New Hampshire
$1.28M -$23.1K -1,044 -2%
CFA
216
Cahill Financial Advisors
Minnesota
$1.27M -$4.73K -214 -0.4%
SC
217
Savant Capital
Illinois
$1.27M -$438K -19,812 -26%
AWC
218
Adamsbrown Wealth Consultants
Kansas
$1.27M -$474K -21,452 -27%
WFC
219
Western Financial Corp
California
$1.26M -$140K -6,346 -10%
CFGSD
220
Compass Financial Group (South Dakota)
South Dakota
$1.26M +$138K +6,248 +12%
SFMG
221
Sage Financial Management Group
Virginia
$1.24M +$1.24M +56,180 New
VAF
222
Values Added Financial
District of Columbia
$1.24M +$700K +31,632 +129%
Squarepoint
223
Squarepoint
New York
$1.24M +$1.24M +56,016 New
RC
224
Roundview Capital
New Jersey
$1.23M -$460K -20,816 -27%
Koshinski Asset Management
225
Koshinski Asset Management
Illinois
$1.22M -$13.9K -628 -1%
7 8
9
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