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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
1
Charles Schwab
California
$1.1B
2
CIAS
2
CFS Investment Advisory Services
New Jersey
$15.2M
3
CWM
3
Congress Wealth Management
Massachusetts
$16M
4
Ameriprise
4
Ameriprise
Minnesota
$139M
5
DWP
5
Daymark Wealth Partners
Ohio
$13.3M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$822K
2
Jane Street
2
Jane Street
New York
$10.8M
3
SWG
3
Summit Wealth Group
Vermont
$405K
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$74.2M
5
Bank of America
5
Bank of America
North Carolina
$26.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
301
Landmark Financial Advisors
Kentucky
$677K -$6.19K -268 -0.9%
CAL
302
Capital Advisors Ltd
Ohio
$665K – – –
LFA
303
Laraway Financial Advisors
Minnesota
$661K -$35K -1,518 -5%
NDSI
304
Newman Dignan & Sheerar Inc
Rhode Island
$661K +$8.08K +350 +1%
DBRC
305
D.B. Root & Company
Pennsylvania
$653K -$58.1K -2,516 -8%
LHEI
306
Leo H. Evart Inc
California
$652K +$10.4K +452 +2%
OCM
307
One Capital Management
California
$649K -$85.9K -3,720 -12%
PWM
308
Pinnacle Wealth Management
California
$644K +$644K +27,882 New
RWM
309
Revisor Wealth Management
Ohio
$643K -$19K -822 -3%
MML Investors Services
310
MML Investors Services
Massachusetts
$641K +$969 +42 +0.2%
Rockefeller Capital Management
311
Rockefeller Capital Management
New York
$639K -$64.1K -2,776 -9%
AIP
312
Ameritas Investment Partners
Nebraska
$624K -$35.6K -1,542 -5%
PFA
313
Pure Financial Advisors
California
$617K +$6.32K +274 +1%
AL
314
Aspiriant LLC
California
$616K -$12.9K -558 -2%
AWM
315
Aspire Wealth Management
Massachusetts
$606K +$10.2K +442 +2%
SFG
316
Sage Financial Group
Pennsylvania
$602K – – –
EK
317
Evensky & Katz
Florida
$585K -$73.4K -3,180 -11%
CIP
318
Capital Insight Partners
Arizona
$581K +$48K +2,080 +9%
CAG
319
Csenge Advisory Group
Florida
$581K +$201K +8,690 +53%
CIC
320
Carnegie Investment Counsel
Ohio
$578K +$46.7K +2,024 +9%
BAMG
321
Brand Asset Management Group
Missouri
$573K -$15.4K -666 -3%
IA
322
IFG Advisory
Georgia
$567K +$108K +4,688 +24%
VAF
323
Values Added Financial
District of Columbia
$565K +$565K +24,484 New
RFN
324
RDA Financial Network
Iowa
$564K +$5.63K +244 +1%
VDI
325
Vaughan David Investments
Illinois
$555K -$55.4K -2,400 -9%
11 12
13
14 15