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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 %
SIA
401
SkyView Investment Advisors
New Jersey
$282K -$17.1K -740 -6%
FCAG
402
First Capital Advisors Group
New Jersey
$282K -$17.1K -740 -6%
CPG
403
Cornerstone Planning Group
New Jersey
$280K +$280K +12,134 New
TA
404
TrueWealth Advisors
Alabama
$277K +$71.7K +3,106 +35%
AWA
405
Acorn Wealth Advisors
Michigan
$276K -$2.59K -112 -0.9%
SBH
406
Segall Bryant & Hamill
Illinois
$275K – – –
BWP
407
BSW Wealth Partners
Colorado
$271K -$3.69K -160 -1%
AFS
408
Access Financial Services
Minnesota
$264K – – –
US Bancorp
409
US Bancorp
Minnesota
$264K -$3.37K -146 -1%
CPA
410
Cardiff Park Advisors
California
$263K +$1.99K +86 +0.8%
VCM
411
Vivaldi Capital Management
Illinois
$263K -$6.56K -284 -2%
LA
412
Latitude Advisors
Florida
$262K +$28.7K +1,242 +12%
RPA
413
Rock Point Advisors
Vermont
$252K – – –
Carson Wealth (CWM LLC)
414
Carson Wealth (CWM LLC)
Nebraska
$251K +$222K +9,624 +770%
FI
415
FIDELIS iM
Oregon
$250K -$149K -6,450 -37%
ALWM
416
Andrews Lucia Wealth Management
California
$249K +$249K +10,780 New
WWM
417
Western Wealth Management
Colorado
$248K -$5.63K -244 -2%
SWM
418
Spire Wealth Management
Virginia
$248K -$34K -1,474 -12%
ACP
419
Arcus Capital Partners
Georgia
$245K – – –
WS
420
Wedbush Securities
California
$242K +$12.2K +530 +5%
GCA
421
Genesee Capital Advisors
New York
$242K -$171K -7,416 -41%
AWM
422
Apollon Wealth Management
South Carolina
$240K -$108K -4,676 -31%
PSCM
423
Per Stirling Capital Management
Texas
$239K +$239K +10,374 New
MMA
424
Miracle Mile Advisors
California
$238K -$60.8K -2,632 -20%
AG
425
Ascent Group
Virginia
$232K -$1.02M -44,502 -81%
15 16
17
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