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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

537 hedge funds and large institutions have $4.1B invested in Schwab US Aggregate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 223 increasing their positions, 198 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
537
Holders Change
–
Holders Change %
0%
% of All Funds
8.6%
Holding in Top 10
62
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.99%
New
57
Increased
223
Reduced
198
Closed
44
Calls
$122K
Puts
$1.02M
Net Calls
-$901K
Net Calls Change
-$905K

Top Buyers

1
RA
1
Rational Advisors
New York
$115M
2
Charles Schwab
2
Charles Schwab
California
$1.04B
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$69.2M
4
APP
4
Avantax Planning Partners
Iowa
$148M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$46.7M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$95.8M
2
DWM
2
Destination Wealth Management
California
$52.1M
3
KF
3
Krilogy Financial
Missouri
$6.87M
4
AO
4
Advisor OS
Illinois
$0
5
OIA
5
OneDigital Investment Advisors
Kansas
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
226
Baldrige Asset Management
Pennsylvania
$1.24M +$29.5K +1,256 +2%
TCA
227
Transcend Capital Advisors
New Jersey
$1.22M +$461K +19,658 +61%
LA
228
LVW Advisors
New York
$1.21M -$130K -5,528 -10%
CFA
229
Cahill Financial Advisors
Minnesota
$1.2M -$8.02K -342 -0.7%
LCM
230
Liberty Capital Management
Michigan
$1.19M +$343K +14,628 +41%
MSWMA
231
Market Street Wealth Management Advisors
Indiana
$1.18M -$50K -2,132 -4%
VA
232
Valmark Advisers
Ohio
$1.16M +$191K +8,150 +20%
SFMG
233
Sage Financial Management Group
Virginia
$1.16M -$718K -30,632 -38%
GWWM
234
Great Waters Wealth Management
Minnesota
$1.15M +$21.8K +936 +2%
LAIC
235
Lederer & Associates Investment Counsel
California
$1.13M -$13.6K -578 -1%
RA
236
RFG Advisory
Alabama
$1.13M -$113K -4,818 -9%
BWM
237
Blossom Wealth Management
California
$1.08M -$53.9K -2,300 -5%
GVAG
238
Great Valley Advisor Group
Delaware
$1.07M -$90.5K -3,856 -8%
Cetera Investment Advisers
239
Cetera Investment Advisers
Illinois
$1.06M -$1.88K -80 -0.2%
GCA
240
Gradient Capital Advisors
California
$1.04M -$4.5K -192 -0.4%
BWM
241
BerganKDV Wealth Management
Minnesota
$1.03M -$60.3K -2,570 -6%
RFG
242
Range Financial Group
Oregon
$1.03M +$800K +34,110 +345%
JWA
243
JFS Wealth Advisors
Pennsylvania
$1.03M -$49.6K -2,114 -5%
MWP
244
Meridian Wealth Partners
Pennsylvania
$1.03M +$11.3K +480 +1%
CA
245
Cetera Advisors
Colorado
$1.02M +$8.63K +368 +0.9%
CWM
246
Congress Wealth Management
Massachusetts
$1.01M -$25.4K -1,084 -2%
JWS
247
Juncture Wealth Strategies
Arizona
$1M +$14.3K +608 +1%
SC
248
Shearwater Capital
Colorado
$998K +$948K +40,398 +1,877%
VPP
249
Vertex Planning Partners
Illinois
$984K +$359K +15,324 +58%
VWA
250
Visionary Wealth Advisors
Illinois
$982K +$982K +41,850 New
8 9
10
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