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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 %
FHC
401
Fort Henry Capital
West Virginia
$287K +$11.2K +476 +4%
SWM
402
Spire Wealth Management
Virginia
$286K +$138K +5,876 +93%
MA
403
MKT Advisors
California
$285K +$285K +12,046 New
AWA
404
Acorn Wealth Advisors
Michigan
$284K -$11.9K -508 -4%
Prudential Financial
405
Prudential Financial
New Jersey
$280K +$48 +2 +0%
SBH
406
Segall Bryant & Hamill
Illinois
$279K – – –
BWP
407
BSW Wealth Partners
Colorado
$279K -$18.3K -780 -6%
CPRC
408
Consolidated Portfolio Review Corp
New York
$276K +$276K +11,750 New
VCM
409
Vivaldi Capital Management
Illinois
$274K -$6.33K -270 -2%
QCMNJ
410
Quantum Capital Management (New Jersey)
New Jersey
$272K +$3K +128 +1%
US Bancorp
411
US Bancorp
Minnesota
$271K -$12.1K -516 -4%
FHA
412
Flagship Harbor Advisors
Massachusetts
$270K – – –
AFS
413
Access Financial Services
Minnesota
$268K – – –
VVP
414
Venture Visionary Partners
Ohio
$267K -$32.7K -1,394 -11%
CPA
415
Cardiff Park Advisors
California
$265K +$1.36K +58 +0.5%
SPA
416
Sentinel Pension Advisors
Massachusetts
$263K -$255K -10,782 -49%
WWM
417
Western Wealth Management
Colorado
$258K – – –
RPA
418
Rock Point Advisors
Vermont
$256K -$4.7K -200 -2%
PFC
419
Phocas Financial Corp
California
$250K -$291K -12,400 -54%
ACP
420
Arcus Capital Partners
Georgia
$249K – – –
OL
421
Owen LaRue
Kentucky
$242K – – –
LA
422
Latitude Advisors
Florida
$237K +$237K +10,102 New
TWM
423
Tradition Wealth Management
Minnesota
$235K +$93.7K +3,998 +66%
BWA
424
BDO Wealth Advisors
Florida
$235K – – –
WS
425
Wedbush Securities
California
$233K +$233K +9,944 New
15 16
17
18 19