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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 %
GLLW
201
Graves Light Lenhart Wealth
Virginia
$1.86M -$53K -2,274 -3%
CWM
202
Cedar Wealth Management
California
$1.85M -$947K -40,622 -34%
CWA
203
Clearview Wealth Advisors
Oregon
$1.84M +$106K +4,558 +6%
SWM
204
SeaCrest Wealth Management
New York
$1.84M -$999K -43,326 -35%
AG
205
Ascent Group
Virginia
$1.83M +$1.59M +69,242 +652%
MFG
206
Midwest Financial Group
Kansas
$1.83M -$23.9K -1,024 -1%
NL
207
NWAM LLC
Washington
$1.83M +$148K +6,334 +9%
MWM
208
Maripau Wealth Management
Indiana
$1.81M -$366K -15,708 -17%
SAW
209
Signal Advisors Wealth
Michigan
$1.81M +$1.81M +77,696 New
BSB
210
Bangor Savings Bank
Maine
$1.77M -$1.28M -54,976 -42%
RIM
211
Redwood Investment Management
Arizona
$1.75M +$664K +28,470 +61%
PFGIA
212
Patriot Financial Group Insurance Agency
Massachusetts
$1.74M -$120K -5,152 -6%
WA
213
WBH Advisory
Maryland
$1.71M -$225K -9,646 -12%
VA
214
Valmark Advisers
Ohio
$1.7M +$284K +12,174 +20%
EFS
215
Econ Financial Services
Pennsylvania
$1.63M -$431K -18,478 -21%
HPM
216
Hoxton Planning & Management
West Virginia
$1.63M +$1.63M +69,836 New
CTWM
217
Cherry Tree Wealth Management
Minnesota
$1.6M -$45.6K -1,958 -3%
FA
218
Faithward Advisors
Pennsylvania
$1.57M +$38.3K +1,672 +2%
BIG
219
Bush Investment Group
Georgia
$1.56M +$1.56M +67,866 New
SPAS
220
Spectrum Planning & Advisory Services
California
$1.56M +$102K +4,386 +7%
AA
221
Alesco Advisors
New York
$1.56M -$69.6K -2,986 -4%
OFS
222
Oldfather Financial Services
Nebraska
$1.55M +$378K +16,208 +32%
Koshinski Asset Management
223
Koshinski Asset Management
Illinois
$1.54M +$252K +10,824 +20%
FFA
224
Farther Finance Advisors
California
$1.54M +$586K +25,150 +62%
TW
225
Transform Wealth
Colorado
$1.53M +$122K +5,224 +9%
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9
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