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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 %
RTL
276
Red Tortoise LLC
Georgia
$854K +$462K +20,010 +118%
KAS
277
Kestra Advisory Services
Texas
$851K +$50.3K +2,180 +6%
IWM
278
IHT Wealth Management
Illinois
$841K +$155K +6,712 +23%
RPG
279
Resource Planning Group
Georgia
$840K -$3.6K -156 -0.4%
AACR
280
ACR Alpine Capital Research
Missouri
$837K -$96K -4,158 -10%
Susquehanna International Group
281
Susquehanna International Group
Pennsylvania
$822K -$67.3M -2,914,328 -99%
EFS
282
Econ Financial Services
Pennsylvania
$808K -$11.2K -484 -1%
BFA
283
Beacon Financial Advisory
Ohio
$805K +$33.2K +1,440 +4%
SIAG
284
Signet Investment Advisory Group
Rhode Island
$799K -$18.9K -818 -2%
RIA
285
Regal Investment Advisors
Michigan
$798K +$82.4K +3,568 +12%
HSA
286
HBK Sorce Advisory
Pennsylvania
$795K -$16.8K -728 -2%
BG
287
Benedetti & Gucer
Georgia
$776K +$14.8K +640 +2%
SFG
288
StrategIQ Financial Group
Indiana
$764K +$469K +20,306 +159%
HWA
289
HHM Wealth Advisors
Tennessee
$752K -$5.12K -222 -0.7%
WAS
290
Wealth Advisory Solutions
Indiana
$749K – – –
CFG
291
Cooper Financial Group
California
$742K +$19.3K +836 +3%
RRCM
292
Rappaport Reiches Capital Management
Illinois
$738K -$183K -7,934 -20%
AHC
293
Anderson Hoagland & Co
Missouri
$737K -$6.79K -294 -0.9%
PEA
294
Park Edge Advisors
Ohio
$736K -$19.8K -856 -3%
MWP
295
Meridian Wealth Partners
Pennsylvania
$736K -$275K -11,898 -27%
Truist Financial
296
Truist Financial
North Carolina
$735K -$186K -8,052 -20%
AOWM
297
Alpha Omega Wealth Management
Virginia
$733K +$9.6K +416 +1%
FWA
298
Freedom Wealth Alliance
Wisconsin
$700K +$41.8K +1,804 +6%
SWA
299
Sightline Wealth Advisors
Connecticut
$697K +$93.8K +4,000 +16%
GWM
300
Geneos Wealth Management
Colorado
$678K -$9.19K -398 -1%
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