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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
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 %
ANTB
376
AMG National Trust Bank
Colorado
$356K +$50.2K +2,140 +16%
MWM
377
Meridian Wealth Management
Kentucky
$355K -$24.6K -1,050 -6%
AWM
378
Apollon Wealth Management
South Carolina
$354K +$29.2K +1,246 +9%
AFA
379
AllGen Financial Advisors
Florida
$349K +$76K +3,240 +28%
ASFA
380
All Season Financial Advisors
Colorado
$348K +$8.4K +358 +2%
CFO
381
CVA Family Office
Colorado
$344K +$183K +7,810 +114%
FA
382
Faithward Advisors
Pennsylvania
$342K +$322K +13,706 +1,624%
RWM
383
RBA Wealth Management
California
$340K -$10.8K -460 -3%
FCA
384
FLC Capital Advisors
California
$339K -$218K -9,280 -39%
B
385
Bailard
California
$339K +$339K +14,442 New
AIMC
386
Alley Investment Management Company
Illinois
$322K -$19.5K -832 -6%
TWM
387
Triton Wealth Management
Arizona
$322K +$1.84K +80 +0.6%
LFA
388
LGT Financial Advisors
Texas
$321K +$123K +5,258 +63%
LCM
389
Leisure Capital Management
California
$321K – – –
BCM
390
Barden Capital Management
Texas
$316K -$9.85K -420 -3%
QCG
391
Quadrant Capital Group
Ohio
$314K -$4.03K -172 -1%
XF
392
XML Financial
Maryland
$307K -$2.44K -104 -0.8%
GWA
393
Geometric Wealth Advisors
District of Columbia
$307K -$52.2K -2,230 -15%
LWMT
394
Legacy Wealth Management (Tennessee)
Tennessee
$306K -$148K -6,322 -33%
SIA
395
SkyView Investment Advisors
New Jersey
$304K -$23.4K -998 -7%
FCAG
396
First Capital Advisors Group
New Jersey
$304K -$23.4K -998 -7%
MMA
397
Miracle Mile Advisors
California
$303K +$14.5K +620 +5%
AAS
398
Avantax Advisory Services
Texas
$303K -$2.19M -93,502 -88%
SFG
399
StrategIQ Financial Group
Indiana
$300K +$8.49K +362 +3%
PWA
400
Providence Wealth Advisors
Illinois
$289K -$7.71K -330 -3%
14 15
16
17 18