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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 %
SWM
201
SeaCrest Wealth Management
New York
$1.84M +$4.32K +188 +0.2%
MFG
202
Midwest Financial Group
Kansas
$1.81M +$828 +36 +0%
CF
203
Corrigan Financial
Rhode Island
$1.8M -$1.07M -46,614 -37%
CFGSD
204
Compass Financial Group (South Dakota)
South Dakota
$1.79M +$305K +13,246 +20%
RG
205
Retirement Group
California
$1.76M -$290K -12,604 -14%
VA
206
Valmark Advisers
Ohio
$1.75M +$74.4K +3,234 +4%
SAW
207
Signal Advisors Wealth
Michigan
$1.74M -$47.7K -2,072 -3%
FA
208
Faithward Advisors
Pennsylvania
$1.74M +$158K +6,862 +10%
MWM
209
Maripau Wealth Management
Indiana
$1.72M -$65.2K -2,834 -4%
CFO
210
CVA Family Office
Colorado
$1.69M +$355K +15,420 +27%
CAG
211
Csenge Advisory Group
Florida
$1.69M +$253K +11,004 +18%
RTL
212
Red Tortoise LLC
Georgia
$1.67M +$683K +29,674 +69%
CTWM
213
Cherry Tree Wealth Management
Minnesota
$1.67M +$91.7K +3,986 +6%
GLLW
214
Graves Light Lenhart Wealth
Virginia
$1.65M -$184K -8,016 -10%
WA
215
WBH Advisory
Maryland
$1.65M -$36.7K -1,596 -2%
EFM
216
Eley Financial Management
Vermont
$1.56M +$50.9K +2,212 +3%
BL
217
BCWM LLC
Kansas
$1.55M +$58.4K +2,540 +4%
BIG
218
Bush Investment Group
Georgia
$1.55M -$8.37K -364 -0.5%
OFS
219
Oldfather Financial Services
Nebraska
$1.54M +$15.5K +674 +1%
MCM
220
Mendel Capital Management
Arkansas
$1.52M +$38.1K +1,656 +3%
LNC
221
Lincoln National Corp
Pennsylvania
$1.51M +$31.5K +1,368 +2%
AA
222
Alesco Advisors
New York
$1.5M -$34.4K -1,496 -2%
HPM
223
Hoxton Planning & Management
West Virginia
$1.45M -$159K -6,892 -10%
SPL
224
Smart Portfolios LLC
Washington
$1.44M +$1.44M +62,610 New
OFS
225
OMC Financial Services
New York
$1.41M +$1.41M +61,100 New
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