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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

540 hedge funds and large institutions have $4.06B invested in Schwab US Aggregate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 222 increasing their positions, 207 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
+3
Holders Change %
+0.56%
% of All Funds
8.52%
Holding in Top 10
56
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.68%
% of All Funds
0.88%
New
46
Increased
222
Reduced
207
Closed
40
Calls
–
Puts
$203K
Net Calls
-$203K
Net Calls Change
+$698K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$1.1B
2
CIAS
2
CFS Investment Advisory Services
New Jersey
$15.2M
3
CWM
3
Congress Wealth Management
Massachusetts
$16M
4
Ameriprise
4
Ameriprise
Minnesota
$139M
5
DWP
5
Daymark Wealth Partners
Ohio
$13.3M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$822K
2
Jane Street
2
Jane Street
New York
$10.8M
3
SWG
3
Summit Wealth Group
Vermont
$405K
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$74.2M
5
Bank of America
5
Bank of America
North Carolina
$26.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
226
Burt Wealth Advisors
Maryland
$1.25M -$10.2K -440 -0.8%
MF
227
Manchester Financial
California
$1.25M -$18.7K -812 -1%
PCIA
228
Prime Capital Investment Advisors
Kansas
$1.25M +$1.25M +54,064 New
OFG
229
Orcam Financial Group
California
$1.24M -$131K -5,662 -10%
VWA
230
Visionary Wealth Advisors
Illinois
$1.24M +$270K +11,686 +28%
MWM
231
Modera Wealth Management
New Jersey
$1.21M +$1.21M +52,226 New
BWM
232
Blossom Wealth Management
California
$1.2M +$139K +6,038 +13%
RA
233
RFG Advisory
Alabama
$1.17M +$63.1K +2,736 +6%
CFGSD
234
Compass Financial Group (South Dakota)
South Dakota
$1.17M +$509K +22,072 +77%
LCM
235
Liberty Capital Management
Michigan
$1.16M -$4.8K -208 -0.4%
MSWMA
236
Market Street Wealth Management Advisors
Indiana
$1.16M – – –
CHA
237
Cooper/Haims Advisors
New York
$1.16M -$163K -7,074 -12%
SFA
238
Seneca Financial Advisors
New York
$1.15M -$1.63M -70,428 -59%
TFA
239
Teamwork Financial Advisors
Texas
$1.14M -$1.25M -54,368 -52%
RFG
240
Range Financial Group
Oregon
$1.14M +$123K +5,338 +12%
BL
241
BCWM LLC
Kansas
$1.14M +$303K +13,142 +36%
FW
242
FirstPurpose Wealth
Utah
$1.13M +$339K +14,694 +43%
WA
243
WBH Advisory
Maryland
$1.12M -$165K -7,150 -13%
GWWM
244
Great Waters Wealth Management
Minnesota
$1.12M -$17.8K -770 -2%
OFS
245
Oldfather Financial Services
Nebraska
$1.12M +$208K +9,006 +23%
T
246
TRUADVICE
Florida
$1.08M -$226K -9,970 -17%
TCA
247
Transcend Capital Advisors
New Jersey
$1.06M -$137K -5,922 -11%
PFA
248
Pinnacle Family Advisors
Missouri
$1.06M +$132K +5,700 +14%
Cetera Investment Advisers
249
Cetera Investment Advisers
Illinois
$1.05M +$12.4K +536 +1%
RCIM
250
Red Cedar Investment Management
Michigan
$1.05M +$1.05M +45,336 New
8 9
10
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