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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 %
SAM
326
Sawgrass Asset Management
Florida
$547K – – –
CIP
327
Capital Insight Partners
Arizona
$542K +$282K +12,006 +108%
CIC
328
Carnegie Investment Counsel
Ohio
$540K +$31.5K +1,344 +6%
PAG
329
Powers Advisory Group
Illinois
$539K -$14.5K -620 -3%
DIS
330
Diversified Investment Strategies
Louisiana
$535K -$24.9K -1,060 -4%
ACMA
331
Arbor Capital Management (Alaska)
Alaska
$519K -$132K -5,618 -20%
BMCM
332
Burns Matteson Capital Management
New York
$518K +$469 +20 +0.1%
HWM
333
HB Wealth Management
Georgia
$512K -$95.4K -4,068 -16%
SPWG
334
Syntegra Private Wealth Group
Missouri
$507K +$128K +5,440 +34%
Natixis Advisors
335
Natixis Advisors
Massachusetts
$490K +$490K +20,900 New
EWM
336
Endowment Wealth Management
Wisconsin
$490K +$59.3K +2,802 +14%
BWP
337
Balboa Wealth Partners
Arizona
$489K +$489K +20,862 New
PWMG
338
Prestige Wealth Management Group
New Jersey
$488K -$400K -17,036 -45%
CWM
339
Cahaba Wealth Management
Georgia
$486K +$1.36K +58 +0.3%
AAS
340
Ameritas Advisory Services
Nebraska
$486K -$131K -5,604 -21%
JF
341
Joule Financial
Kentucky
$486K -$169K -7,224 -26%
Mirae Asset Global Investments
342
Mirae Asset Global Investments
South Korea
$484K +$484K +20,720 New
AWS
343
AJ Wealth Strategies
New York
$471K – – –
IA
344
IFG Advisory
Georgia
$467K +$467K +19,898 New
WFS
345
Walker Financial Services
Kentucky
$464K – – –
FC
346
Financial Consulate
Maryland
$461K – – –
MI
347
Moneywise Inc
Virginia
$453K +$5.49K +234 +1%
RF
348
RHS Financial
California
$449K -$247K -10,524 -35%
RI
349
Rinkey Investments
California
$439K +$1.6K +68 +0.4%
EAM
350
Empirical Asset Management
Massachusetts
$430K +$235 +10 +0.1%
12 13
14
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