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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
8.59%
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
Rational Advisors
New York
$115M
2
Charles Schwab
Charles Schwab
California
$1.04B
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$69.2M
4
APP
Avantax Planning Partners
Iowa
$148M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$46.7M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$95.8M
2
DWM
Destination Wealth Management
California
$52.1M
3
KF
Krilogy Financial
Missouri
$6.87M
4
AO
Advisor OS
Illinois
$0
5
OIA
OneDigital Investment Advisors
Kansas
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
SP
351
Successful Portfolios
Florida
$422K +$109K +4,662 +35%
GCA
352
Genesee Capital Advisors
New York
$420K +$1.41K +60 +0.3%
BWA
353
Bordeaux Wealth Advisors
California
$419K +$419K +17,854 New
GI
354
GS Investments
Minnesota
$410K -$13.6K -580 -3%
FI
355
FIDELIS iM
Oregon
$406K – – –
ASN
356
Advisory Services Network
Georgia
$404K +$241K +10,256 +147%
SAM
357
Silverhawk Asset Management
Arizona
$403K -$6.8K -290 -2%
BCM
358
Brookstone Capital Management
Illinois
$402K +$4.75K +204 +1%
RTL
359
Red Tortoise LLC
Georgia
$399K +$225K +9,610 +130%
RW
360
REDW Wealth
New Mexico
$393K -$25.8K -1,102 -6%
WF
361
Whelan Financial
California
$390K -$22.8K -970 -6%
IFA
362
Index Fund Advisors
California
$387K -$3.33K -142 -0.9%
CAG
363
Csenge Advisory Group
Florida
$386K +$386K +16,466 New
SFO
364
Stokes Family Office
Louisiana
$386K +$125K +5,348 +48%
Royal Bank of Canada
365
Royal Bank of Canada
Ontario, Canada
$386K -$9.13K -390 -2%
AAS
366
Annex Advisory Services
Wisconsin
$385K -$280K -11,942 -42%
ZIM
367
Zacks Investment Management
Illinois
$381K +$18.6K +794 +5%
WAM
368
Worth Asset Management
Texas
$378K +$24.8K +1,056 +7%
MA
369
Modus Advisors
Minnesota
$376K -$145K -6,184 -28%
SL
370
Sentinus LLC
Illinois
$375K +$375K +15,974 New
MCM
371
Maple Capital Management
Vermont
$371K +$20.4K +868 +6%
SCM
372
Stonehearth Capital Management
Massachusetts
$368K -$358K -15,246 -49%
KLI
373
Kelman-Lazarov Inc
Tennessee
$367K +$4.88K +208 +1%
H
374
HoyleCohen
California
$366K +$1.27K +54 +0.3%
LF
375
Lee Financial
Texas
$356K -$212K -9,024 -37%
13 14
15
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