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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 %
MHB
426
Midwest Heritage Bank
Iowa
$230K -$469K -20,012 -67%
REMPR
427
Roof Eidam Maycock Peralta (REMP)
California
$230K -$4.22K -180 -2%
TCWM
428
Total Clarity Wealth Management
Illinois
$229K -$96.1K -4,098 -30%
PWM
429
Prosperity Wealth Management
California
$229K +$229K +9,762 New
TIM
430
Total Investment Management
Arizona
$225K -$13.7K -582 -6%
S
431
SignatureFD
Georgia
$216K -$6.94K -296 -3%
SA
432
SRH Advisors
Kansas
$214K -$22.1K -940 -9%
CI
433
Cordant Inc
Oregon
$210K -$281 -12 -0.1%
SSWM
434
Sheets Smith Wealth Management
North Carolina
$210K -$16K -682 -7%
TA
435
TrueWealth Advisors
Alabama
$209K -$16.2K -690 -7%
ICG
436
InterOcean Capital Group
Tennessee
$206K -$21.6K -920 -9%
TIM
437
Tevis Investment Management
Texas
$205K +$205K +8,754 New
BDF
438
Black Diamond Financial
Maryland
$203K -$3K -128 -1%
BJL
439
Brighton Jones LLC
Washington
$203K +$203K +8,636 New
TC
440
TownSquare Capital
Utah
$202K +$202K +8,596 New
CMA
441
Cedar Mountain Advisors
Oregon
$198K +$798 +34 +0.4%
OIA
442
Optimum Investment Advisors
Illinois
$193K +$5.44K +232 +3%
AF
443
Allworth Financial
California
$193K +$36.4K +1,552 +23%
CIAS
444
Capital Investment Advisory Services
North Carolina
$191K +$11K +468 +6%
PFBT
445
Parkside Financial Bank & Trust
Missouri
$190K -$84.9K -3,618 -31%
FA
446
Fortis Advisors
Pennsylvania
$186K +$94.7K +4,036 +104%
RDIA
447
RE Dickinson Investment Advisors
Iowa
$186K -$77.7K -3,308 -29%
IRC
448
Investors Research Corp
Georgia
$184K – – –
EA
449
Evolution Advisers
Virginia
$179K -$186K -7,970 -51%
VCM
450
Versant Capital Management
Arizona
$163K -$2.81K -120 -2%
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