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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 %
LIM
251
Lathrop Investment Management
Arkansas
$974K +$67.3K +2,868 +7%
BC
252
Bowman & Company
Wisconsin
$974K +$189K +8,070 +24%
KWM
253
Kingsview Wealth Management
Oregon
$973K -$112K -4,794 -10%
CMBA
254
C.M. Bidwell & Associates
Hawaii
$966K -$144K -6,158 -13%
CIC
255
Cutler Investment Counsel
Oregon
$963K +$13.3K +566 +1%
VAS
256
Valicenti Advisory Services
New York
$950K -$98.2K -4,186 -9%
AACR
257
ACR Alpine Capital Research
Missouri
$948K -$80.9K -3,450 -8%
PFA
258
Pinnacle Family Advisors
Missouri
$939K +$112K +4,754 +13%
Truist Financial
259
Truist Financial
North Carolina
$936K -$481K -20,528 -34%
RRCM
260
Rappaport Reiches Capital Management
Illinois
$936K -$269K -11,484 -22%
Empower Advisory Group
261
Empower Advisory Group
Colorado
$924K +$924K +39,330 New
PAG
262
Private Advisor Group
New Jersey
$924K -$33.9K -1,446 -4%
OFS
263
Oldfather Financial Services
Nebraska
$924K +$3.14K +134 +0.3%
KeyBank National Association
264
KeyBank National Association
Ohio
$906K +$906K +38,616 New
BTWM
265
Baker Tilly Wealth Management
Wisconsin
$887K -$45.6K -1,944 -5%
SWM
266
Stockman Wealth Management
Montana
$879K – – –
AFP
267
Ausdal Financial Partners
Iowa
$866K +$256K +10,922 +42%
CCM
268
Crabel Capital Management
California
$864K +$176K +7,516 +26%
FFA
269
Farther Finance Advisors
California
$858K -$181K -7,736 -17%
RPG
270
Resource Planning Group
Georgia
$857K +$188 +8 +0%
SFS
271
Sowell Financial Services
Arkansas
$854K -$61.8K -2,636 -7%
BL
272
BCWM LLC
Kansas
$846K +$86.9K +3,706 +11%
EFS
273
Econ Financial Services
Pennsylvania
$833K -$5.64M -240,524 -87%
SIAG
274
Signet Investment Advisory Group
Rhode Island
$831K +$26.2K +1,116 +3%
HSA
275
HBK Sorce Advisory
Pennsylvania
$825K -$1.41M -60,118 -63%
9 10
11
12 13