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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
8.59%
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 %
PA
276
Parallel Advisors
California
$816K +$14.3K +610 +2%
KAS
277
Kestra Advisory Services
Texas
$813K -$453K -19,324 -36%
FW
278
FirstPurpose Wealth
Utah
$800K +$227K +9,674 +40%
BWM
279
BCS Wealth Management
Tennessee
$796K +$308K +13,148 +63%
BFA
280
Beacon Financial Advisory
Ohio
$785K +$242K +10,328 +45%
BG
281
Benedetti & Gucer
Georgia
$774K +$211K +8,976 +37%
HWA
282
HHM Wealth Advisors
Tennessee
$769K +$287K +12,218 +59%
PEA
283
Park Edge Advisors
Ohio
$768K +$238K +10,160 +45%
WAS
284
Wealth Advisory Solutions
Indiana
$762K +$233K +9,994 +44%
AHC
285
Anderson Hoagland & Co
Missouri
$756K +$48.1K +2,052 +7%
OCM
286
One Capital Management
California
$746K +$262K +11,184 +54%
OPS
287
Orion Portfolio Solutions
Nebraska
$739K +$223K +9,498 +43%
BCI
288
Brinker Capital Investments
Pennsylvania
$739K +$739K +31,488 New
AOWM
289
Alpha Omega Wealth Management
Virginia
$735K -$39K -1,664 -5%
CFG
290
Cooper Financial Group
California
$734K +$11.7K +498 +2%
RIA
291
Regal Investment Advisors
Michigan
$728K +$265K +11,288 +57%
DBRC
292
D.B. Root & Company
Pennsylvania
$723K -$36.9K -1,574 -5%
Rockefeller Capital Management
293
Rockefeller Capital Management
New York
$714K +$703K +29,978 +6,194%
USCWA
294
U.S. Capital Wealth Advisors
Texas
$708K -$585K -24,958 -45%
LFA
295
Laraway Financial Advisors
Minnesota
$708K -$20.5K -874 -3%
GWM
296
Geneos Wealth Management
Colorado
$699K +$667K +28,428 +2,090%
IWM
297
IHT Wealth Management
Illinois
$698K -$261K -11,138 -27%
LFA
298
Landmark Financial Advisors
Kentucky
$694K -$60.4K -2,576 -8%
CAN
299
Cetera Advisor Networks
California
$682K +$110K +4,708 +19%
CAL
300
Capital Advisors Ltd
Ohio
$676K -$61.3K -2,614 -8%
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12
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