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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.

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
1
Charles Schwab
California
$1.25B
2
DWM
2
Destination Wealth Management
California
$118M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$182M
4
Morgan Stanley
4
Morgan Stanley
New York
$55.9M
5
Goldman Sachs
5
Goldman Sachs
New York
$117M

Top Sellers

1
BAAM
1
Baker Avenue Asset Management
California
$0
2
Jane Street
2
Jane Street
New York
$995K
3
Ameriprise
3
Ameriprise
Minnesota
$124M
4
NYLIM
4
New York Life Investment Management
New York
$0
5
SFA
5
Souders Financial Advisors
Ohio
$366K
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$1.25B 26,820,056 +2,206,210 +9%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$182M 3,905,641 +1,486,122 +61%
APP
3
Avantax Planning Partners
Iowa
$140M 2,995,096 -293,585 -9%
Ameriprise
4
Ameriprise
Minnesota
$124M 2,665,368 -590,269 -18%
DWM
5
Destination Wealth Management
California
$118M 2,530,552 +1,643,784 +185%
Financial Engines Advisors
6
Financial Engines Advisors
California
$117M 2,508,804 -77,531 -3%
Goldman Sachs
7
Goldman Sachs
New York
$117M 2,507,416 +640,151 +34%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$110M 2,351,503 +395,113 +20%
RIM
9
Rockbridge Investment Management
New York
$104M 2,240,408 +165,696 +8%
RA
10
Rational Advisors
New York
$100M 2,155,481 -156,659 -7%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$98.7M 2,117,692 -250,200 -11%
OIA
12
OneDigital Investment Advisors
Kansas
$86.3M 1,850,989 +69,030 +4%
ML
13
McAdam LLC
Pennsylvania
$71.3M 1,529,725 -2,219 -0.1%
HighTower Advisors
14
HighTower Advisors
Illinois
$63.9M 1,371,627 +9,673 +0.7%
Morgan Stanley
15
Morgan Stanley
New York
$55.9M 1,198,480 +1,072,624 +852%
CST
16
Charles Schwab Trust
Nevada
$54.5M 1,168,310 +69,621 +6%
TWP
17
Total Wealth Planning
Ohio
$45.6M 978,356 +146,243 +18%
ACM
18
AlphaStar Capital Management
North Carolina
$44.5M 955,282 +25,069 +3%
HCM
19
Hengehold Capital Management
Ohio
$44.3M 949,603 -27,679 -3%
BWA
20
BlueSky Wealth Advisors
North Carolina
$40.4M 867,600 -127,822 -13%
Toronto Dominion Bank
21
Toronto Dominion Bank
Ontario, Canada
$36.3M 778,500 -50,000 -6%
KBFS
22
Kohmann Bosshard Financial Services
Ohio
$34.2M 732,701 +28,417 +4%
HGWM
23
Horst & Graben Wealth Management
Oregon
$32.2M 689,893 -26,094 -4%
Bank of America
24
Bank of America
North Carolina
$30.5M 653,477 +24,364 +4%
KL
25
KilterHowling LLC
Colorado
$29.3M 633,984 +393,645 +164%
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