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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.

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
1
Charles Schwab
California
$1.48B
2
APP
2
Avantax Planning Partners
Iowa
$165M
3
TCM
3
TruNorth Capital Management
Michigan
$26.7M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$206M
5
Mariner
5
Mariner
Kansas
$30.3M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$3.31M
2
RA
2
Rational Advisors
New York
$0
3
DWM
3
Destination Wealth Management
California
$55M
4
BWA
4
BlueSky Wealth Advisors
North Carolina
$0
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$1.48B 32,160,624 +5,340,568 +20%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$206M 4,475,699 +570,058 +15%
APP
3
Avantax Planning Partners
Iowa
$165M 3,594,821 +599,725 +20%
Ameriprise
4
Ameriprise
Minnesota
$118M 2,561,540 -103,828 -4%
Financial Engines Advisors
5
Financial Engines Advisors
California
$114M 2,487,072 -21,732 -0.9%
RIM
6
Rockbridge Investment Management
New York
$112M 2,433,774 +193,366 +9%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$102M 2,221,562 -129,941 -6%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$85.4M 1,855,663 -262,029 -12%
Goldman Sachs
9
Goldman Sachs
New York
$79.8M 1,735,371 -772,045 -31%
OIA
10
OneDigital Investment Advisors
Kansas
$77.1M 1,676,446 -174,543 -9%
ML
11
McAdam LLC
Pennsylvania
$74.9M 1,627,201 +97,476 +6%
HighTower Advisors
12
HighTower Advisors
Illinois
$65.1M 1,415,010 +43,383 +3%
CST
13
Charles Schwab Trust
Nevada
$64.8M 1,409,246 +240,936 +21%
DWM
14
Destination Wealth Management
California
$55M 1,194,990 -1,335,562 -53%
TWP
15
Total Wealth Planning
Ohio
$52.7M 1,145,355 +166,999 +17%
HCM
16
Hengehold Capital Management
Ohio
$44.7M 971,965 +22,362 +2%
KBFS
17
Kohmann Bosshard Financial Services
Ohio
$37.7M 819,938 +87,237 +12%
HGWM
18
Horst & Graben Wealth Management
Oregon
$32.1M 698,302 +8,409 +1%
Mariner
19
Mariner
Kansas
$30.3M 658,287 +259,093 +65%
KL
20
KilterHowling LLC
Colorado
$29.9M 650,705 +16,721 +3%
TCM
21
TruNorth Capital Management
Michigan
$26.7M 580,878 +580,878 New
TF
22
Theory Financial
Colorado
$26.6M 578,135 -4,348 -0.7%
SFA
23
Sequoia Financial Advisors
Ohio
$26.4M 573,490 +5,544 +1%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$26.1M 554,035 -25,940 -4%
TCM
25
Towercrest Capital Management
Pennsylvania
$24.5M 533,012 +8,927 +2%
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