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

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$822K
2
Jane Street
Jane Street
New York
$10.8M
3
SWG
Summit Wealth Group
Vermont
$405K
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$74.2M
5
Bank of America
Bank of America
North Carolina
$26.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TNA
251
True North Advisors
Texas
$1.05M +$1.05M +45,308 New
AWA
252
Alaska Wealth Advisors
Alaska
$1.04M -$754K -32,678 -42%
GVAG
253
Great Valley Advisor Group
Delaware
$1.03M -$23.6K -1,024 -2%
JWA
254
JFS Wealth Advisors
Pennsylvania
$1.03M +$17.5K +760 +2%
VPP
255
Vertex Planning Partners
Illinois
$1.02M +$53.8K +2,330 +6%
BWM
256
BerganKDV Wealth Management
Minnesota
$1.02M – – –
AWA
257
Aletheian Wealth Advisors
Washington
$1.01M +$1.01M +43,892 New
SFS
258
Sowell Financial Services
Arkansas
$1.01M +$173K +7,504 +21%
Empower Advisory Group
259
Empower Advisory Group
Colorado
$1M +$92.6K +4,010 +10%
LIM
260
Lathrop Investment Management
Arkansas
$993K +$34.1K +1,476 +4%
CA
261
Cetera Advisors
Colorado
$991K -$8.77K -380 -0.9%
CMBA
262
C.M. Bidwell & Associates
Hawaii
$990K +$40.1K +1,738 +4%
BC
263
Bowman & Company
Wisconsin
$983K +$24.7K +1,072 +3%
SC
264
Shearwater Capital
Colorado
$982K – – –
JWS
265
Juncture Wealth Strategies
Arizona
$958K -$30.1K -1,306 -3%
LAIC
266
Lederer & Associates Investment Counsel
California
$958K -$157K -6,786 -14%
GCA
267
Gradient Capital Advisors
California
$955K -$64.3K -2,786 -6%
KWM
268
Kingsview Wealth Management
Oregon
$940K -$18K -782 -2%
CIC
269
Cutler Investment Counsel
Oregon
$939K -$8.72K -378 -0.9%
FFA
270
Farther Finance Advisors
California
$931K +$87.3K +3,784 +10%
VAS
271
Valicenti Advisory Services
New York
$931K -$3.23K -140 -0.3%
PA
272
Parallel Advisors
California
$928K +$125K +5,422 +16%
Natixis Advisors
273
Natixis Advisors
Massachusetts
$904K +$422K +18,276 +87%
SWM
274
Stockman Wealth Management
Montana
$894K +$29.1K +1,260 +3%
BTWM
275
Baker Tilly Wealth Management
Wisconsin
$861K -$12.4K -538 -1%
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