SCHZ icon

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 %
AWS
351
AJ Wealth Strategies
New York
$463K – – –
WFS
352
Walker Financial Services
Kentucky
$455K -$1.15K -50 -0.3%
FC
353
Financial Consulate
Maryland
$454K – – –
MI
354
Moneywise Inc
Virginia
$434K -$11.3K -490 -3%
Royal Bank of Canada
355
Royal Bank of Canada
Ontario, Canada
$430K +$49.7K +2,154 +13%
ZIM
356
Zacks Investment Management
Illinois
$429K +$53.7K +2,326 +14%
RF
357
RHS Financial
California
$428K -$13.4K -582 -3%
ASN
358
Advisory Services Network
Georgia
$427K +$29.7K +1,286 +7%
EAM
359
Empirical Asset Management
Massachusetts
$422K -$1.29K -56 -0.3%
GI
360
GS Investments
Minnesota
$419K +$15.9K +690 +4%
Citadel Advisors
361
Citadel Advisors
Florida
$418K -$1.32M -57,298 -76%
RI
362
Rinkey Investments
California
$413K -$18.6K -804 -4%
WAM
363
WNY Asset Management
New York
$411K -$140K -6,070 -25%
LWM
364
Laidlaw Wealth Management
New York
$407K -$959K -41,554 -70%
SWG
365
Summit Wealth Group
Vermont
$405K -$20.7M -897,854 -98%
MWM
366
Meridian Wealth Management
Kentucky
$403K +$53.7K +2,326 +15%
BCM
367
Brookstone Capital Management
Illinois
$399K +$7.45K +328 +2%
SAM
368
Silverhawk Asset Management
Arizona
$396K – – –
MCM
369
Maple Capital Management
Vermont
$394K +$28.6K +1,238 +8%
RW
370
REDW Wealth
New Mexico
$386K -$462 -20 -0.1%
AFA
371
AllGen Financial Advisors
Florida
$383K +$39.1K +1,694 +11%
IFA
372
Index Fund Advisors
California
$378K -$2.86K -124 -0.8%
CFO
373
CVA Family Office
Colorado
$372K +$33.5K +1,452 +10%
CPRC
374
Consolidated Portfolio Review Corp
New York
$369K +$97.5K +4,224 +36%
SL
375
Sentinus LLC
Illinois
$364K -$4.48K -194 -1%
13 14
15
16 17