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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 %
RWM
301
Revisor Wealth Management
Ohio
$673K +$673K +28,692 New
AIP
302
Ameritas Investment Partners
Nebraska
$670K -$2.3K -98 -0.3%
EK
303
Evensky & Katz
Florida
$669K -$79.8K -3,404 -11%
CFGSD
304
Compass Financial Group (South Dakota)
South Dakota
$669K +$77.4K +3,298 +13%
FWA
305
Freedom Wealth Alliance
Wisconsin
$667K +$119K +5,082 +22%
NDSI
306
Newman Dignan & Sheerar Inc
Rhode Island
$663K -$194K -8,256 -23%
LHEI
307
Leo H. Evart Inc
California
$652K +$29.6K +1,262 +5%
MML Investors Services
308
MML Investors Services
Massachusetts
$650K -$631K -26,938 -49%
AL
309
Aspiriant LLC
California
$639K -$5.35K -228 -0.8%
OWM
310
Opes Wealth Management
California
$631K -$235K -10,016 -27%
VDI
311
Vaughan David Investments
Illinois
$621K – – –
PFA
312
Pure Financial Advisors
California
$620K +$3.19K +136 +0.5%
SFG
313
Sage Financial Group
Pennsylvania
$612K -$84K -3,582 -12%
AWM
314
Aspire Wealth Management
Massachusetts
$606K +$181K +7,732 +43%
SWA
315
Sightline Wealth Advisors
Connecticut
$604K -$47 -2 -0%
BAMG
316
Brand Asset Management Group
Missouri
$598K -$19.7K -838 -3%
BRWA
317
B. Riley Wealth Advisors
Florida
$595K -$187K -7,970 -24%
WI
318
WrapManager Inc
California
$578K -$5.21M -222,080 -90%
RFN
319
RDA Financial Network
Iowa
$568K +$170K +7,266 +43%
MCM
320
Mendel Capital Management
Arkansas
$567K +$567K +24,158 New
LGG
321
Luts & Greenleigh Group
Maryland
$561K +$94 +4 +0%
WAM
322
WNY Asset Management
New York
$560K -$82.3K -3,508 -13%
AC
323
Abbrea Capital
California
$556K -$46.9K -2,000 -8%
RGF
324
Retirement Guys Formula
Ohio
$556K -$8.16K -348 -1%
Wells Fargo
325
Wells Fargo
California
$551K +$28.1K +1,198 +5%
11 12
13
14 15