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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 %
WAM
326
Worth Asset Management
Texas
$553K +$181K +7,848 +49%
AFP
327
Ausdal Financial Partners
Iowa
$553K -$299K -12,972 -35%
LGG
328
Luts & Greenleigh Group
Maryland
$552K +$46 +2 +0%
EWM
329
Endowment Wealth Management
Wisconsin
$551K +$17.4K +756 +3%
AC
330
Abbrea Capital
California
$547K – – –
USCWA
331
U.S. Capital Wealth Advisors
Texas
$547K -$150K -6,500 -22%
SAM
332
Sawgrass Asset Management
Florida
$539K – – –
PAG
333
Powers Advisory Group
Illinois
$531K +$1.34K +58 +0.3%
WCF
334
West Coast Financial
California
$530K +$530K +22,960 New
DIS
335
Diversified Investment Strategies
Louisiana
$527K – – –
VCM
336
Versant Capital Management
Arizona
$524K +$364K +15,756 +226%
SPWG
337
Syntegra Private Wealth Group
Missouri
$521K +$22.2K +960 +4%
OWM
338
Opes Wealth Management
California
$521K -$100K -4,352 -16%
ACMA
339
Arbor Capital Management (Alaska)
Alaska
$519K +$10.5K +456 +2%
Wells Fargo
340
Wells Fargo
California
$518K -$24.1K -1,042 -4%
BMCM
341
Burns Matteson Capital Management
New York
$513K +$3.69K +160 +0.7%
BWP
342
Balboa Wealth Partners
Arizona
$511K +$29.4K +1,274 +6%
BRWA
343
B. Riley Wealth Advisors
Florida
$503K -$82.4K -3,572 -14%
RGF
344
Retirement Guys Formula
Ohio
$500K -$46.5K -2,014 -9%
JF
345
Joule Financial
Kentucky
$498K +$20K +866 +4%
HWM
346
HB Wealth Management
Georgia
$487K -$16.5K -714 -3%
NHFG
347
New Harbor Financial Group
Massachusetts
$482K +$482K +20,900 New
CWM
348
Cahaba Wealth Management
Georgia
$480K +$2.08K +90 +0.4%
PWM
349
Prosperity Wealth Management
California
$472K +$247K +10,706 +110%
PWMG
350
Prestige Wealth Management Group
New Jersey
$472K -$8.82K -382 -2%
12 13
14
15 16