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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 %
TFA
451
Toth Financial Advisory
Virginia
$161K -$5.4K -230 -3%
FRA
452
Front Row Advisors
California
$137K +$16.4K +700 +14%
BA
453
Bristlecone Advisors
Washington
$132K +$132K +5,646 New
SPIA
454
Steward Partners Investment Advisory
New York
$123K +$2.02K +86 +2%
LB
455
Legacy Bridge
Iowa
$120K – – –
TAM
456
Townsend Asset Management
North Carolina
$113K +$1.22K +52 +1%
AW
457
Avion Wealth
Texas
$110K -$1.26M -55,392 -92%
2L
458
25 LLC
Missouri
$110K +$110K +4,712 New
OLVIG
459
Oliver Lagore Vanvalin Investment Group
Michigan
$103K +$38.7K +1,648 +61%
CSPIA
460
Cary Street Partners Investment Advisory
Virginia
$102K – – –
GIP
461
Granite Investment Partners
California
$95.8K – – –
EWA
462
EverSource Wealth Advisors
Alabama
$91.2K +$66K +2,812 +261%
CA
463
Clearstead Advisors
Ohio
$83.5K +$188 +8 +0.2%
NA
464
NewEdge Advisors
Louisiana
$65K +$38.7K +1,650 +147%
CHA
465
Carmichael Hill & Associates
Maryland
$61.9K – – –
IGWM
466
ICA Group Wealth Management
Colorado
$61.4K – – –
UB
467
UMB Bank
Missouri
$60.9K -$46.3K -1,976 -43%
TWA
468
TCI Wealth Advisors
Arizona
$57.7K -$65.7K -2,800 -53%
HS
469
Horan Securities
United States
$57K -$23.2K -988 -29%
HGERS
470
Householder Group Estate & Retirement Specialist
Arizona
$54K +$54K +2,292 New
CFGS
471
Concourse Financial Group Securities
Alabama
$47.1K – – –
NRC
472
New Republic Capital
North Carolina
$44.8K +$44.8K +1,908 New
SIC
473
Salem Investment Counselors
North Carolina
$43.6K +$891 +38 +2%
TF
474
TimeScale Financial
Massachusetts
$40.8K -$868K -36,998 -96%
MIM
475
Macroview Investment Management
Maryland
$34.6K +$141 +6 +0.4%
17 18
19
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