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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 %
TWM
426
Tradition Wealth Management
Minnesota
$232K +$784 +34 +0.3%
SPA
427
Sentinel Pension Advisors
Massachusetts
$231K -$25.3K -1,098 -10%
PFC
428
Phocas Financial Corp
California
$231K -$14.6K -632 -6%
BWA
429
BDO Wealth Advisors
Florida
$231K – – –
REMPR
430
Roof Eidam Maycock Peralta (REMP)
California
$226K – – –
AIM
431
AHL Investment Management
Florida
$223K +$223K +9,674 New
CIA
432
Cladis Investment Advisory
Montana
$220K +$220K +9,552 New
EWA
433
Exencial Wealth Advisors
Oklahoma
$215K +$215K +9,332 New
MA
434
Modus Advisors
Minnesota
$215K -$155K -6,728 -42%
BSW
435
Buckingham Strategic Wealth
Missouri
$215K +$215K +9,314 New
TIM
436
Total Investment Management
Arizona
$214K -$6.93K -300 -3%
SA
437
SRH Advisors
Kansas
$214K – – –
S
438
SignatureFD
Georgia
$210K -$2.95K -128 -1%
FHA
439
Flagship Harbor Advisors
Massachusetts
$209K -$56.4K -2,442 -21%
GSEP
440
Golden State Equity Partners
California
$208K +$208K +9,000 New
CI
441
Cordant Inc
Oregon
$207K – – –
GC
442
Gilbert & Cook
Iowa
$206K +$206K +8,936 New
ICG
443
InterOcean Capital Group
Tennessee
$203K – – –
MHB
444
Midwest Heritage Bank
Iowa
$203K -$23.4K -1,014 -10%
TI
445
Trexquant Investment
Connecticut
$201K +$201K +8,696 New
MCA
446
Magnolia Capital Advisors
Mississippi
$200K +$200K +8,680 New
CMA
447
Cedar Mountain Advisors
Oregon
$196K +$1.2K +52 +0.6%
OIA
448
Optimum Investment Advisors
Illinois
$192K +$2.35K +102 +1%
PFBT
449
Parkside Financial Bank & Trust
Missouri
$188K +$1.43K +62 +0.8%
AF
450
Allworth Financial
California
$188K -$1.85K -80 -1%
16 17
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