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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.

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
1
JPMorgan Chase & Co
New York
$107M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$105M
3
Charles Schwab
3
Charles Schwab
California
$1.09B
4
Jane Street
4
Jane Street
New York
$29.3M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$60.2M

Top Sellers

1
AA
1
Apriem Advisors
California
$478K
2
AT
2
American Trust
Kentucky
$949K
3
CIAS
3
CFS Investment Advisory Services
New Jersey
$0
4
CWM
4
Congress Wealth Management
Massachusetts
$2.07M
5
OIA
5
OneDigital Investment Advisors
Kansas
$78.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$1.09B 24,613,846 +742,887 +3%
APP
2
Avantax Planning Partners
Iowa
$145M 3,288,681 +78,919 +2%
Ameriprise
3
Ameriprise
Minnesota
$144M 3,255,637 +249,045 +8%
Financial Engines Advisors
4
Financial Engines Advisors
California
$114M 2,586,335 +126,088 +5%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$107M 2,419,519 +2,363,488 +4,218%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$105M 2,367,892 +760,627 +47%
RA
7
Rational Advisors
New York
$102M 2,312,140 -92,737 -4%
RIM
8
Rockbridge Investment Management
New York
$91.8M 2,074,712 +107,310 +5%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$86.5M 1,956,390 +175,084 +10%
Goldman Sachs
10
Goldman Sachs
New York
$82.6M 1,867,265 -48,154 -3%
OIA
11
OneDigital Investment Advisors
Kansas
$78.8M 1,781,959 -222,364 -11%
BAAM
12
Baker Avenue Asset Management
California
$75M 1,695,268 +103,282 +6%
ML
13
McAdam LLC
Pennsylvania
$67.8M 1,531,944 +55,595 +4%
HighTower Advisors
14
HighTower Advisors
Illinois
$60.2M 1,361,954 +327,860 +32%
CST
15
Charles Schwab Trust
Nevada
$48.6M 1,098,689 +125,020 +13%
BWA
16
BlueSky Wealth Advisors
North Carolina
$44M 995,422 +93,278 +10%
HCM
17
Hengehold Capital Management
Ohio
$43.2M 977,282 +11,592 +1%
ACM
18
AlphaStar Capital Management
North Carolina
$41.1M 930,213 -61,700 -6%
DWM
19
Destination Wealth Management
California
$39.2M 886,768 -122,780 -12%
TWP
20
Total Wealth Planning
Ohio
$36.8M 832,113 +50,927 +7%
Toronto Dominion Bank
21
Toronto Dominion Bank
Ontario, Canada
$36.6M 828,500 -110,000 -12%
HGWM
22
Horst & Graben Wealth Management
Oregon
$31.7M 715,987 -14,444 -2%
KBFS
23
Kohmann Bosshard Financial Services
Ohio
$31.2M 704,284 +32,941 +5%
Jane Street
24
Jane Street
New York
$29.3M 662,688 +429,121 +184%
Bank of America
25
Bank of America
North Carolina
$27.8M 629,113 +59,803 +11%
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