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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.

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 Market Value Shares Shares
Change 		Shares
Change %
KBFS
26
Kohmann Bosshard Financial Services
Ohio
$27.4M 581,922 +45,981 +9%
TF
27
Theory Financial
Colorado
$25.8M 550,084 +54,004 +11%
AA
28
Apriem Advisors
California
$25.7M 546,911 -12,756 -2%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$25.2M 538,243 -64,985 -11%
TCM
30
Towercrest Capital Management
Pennsylvania
$24.3M 518,434 +28,783 +6%
UCFA
31
United Capital Financial Advisors
Texas
$24.2M 516,049 -15,725 -3%
AWMG
32
Alliance Wealth Management Group
New Jersey
$23.6M 503,964 +28,828 +6%
AT
33
American Trust
Kentucky
$22M 468,230 -75,398 -14%
APW
34
Austin Private Wealth
Texas
$21.9M 466,477 +147,655 +46%
CCWA
35
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$21.2M 452,774 -193,371 -30%
MAG
36
Mokosak Advisory Group
Iowa
$18.2M 387,806 +1,360 +0.4%
NYLIM
37
New York Life Investment Management
New York
$18.1M 386,614 +17,931 +5%
LFG
38
Larson Financial Group
Missouri
$16.7M 356,065 -2,548 -0.7%
FLA
39
Financial Life Advisors
Texas
$16.5M 351,336 -86,369 -20%
OWA
40
One Wealth Advisors
California
$16.2M 345,414 +107,627 +45%
Mariner
41
Mariner
Kansas
$16M 340,328 -16,579 -5%
MWM
42
MorganRosel Wealth Management
Colorado
$15.8M 335,924 +43,052 +15%
TC
43
Tenret Company
Florida
$15.5M 329,713 +8,090 +3%
WA
44
Waterford Advisors
New York
$15.1M 320,890 +7,532 +2%
SFA
45
Souders Financial Advisors
Ohio
$15M 320,147 +16,130 +5%
KL
46
KilterHowling LLC
Colorado
$14.4M 306,542 +142,411 +87%
Osaic Holdings
47
Osaic Holdings
Arizona
$14.3M 305,611 -878 -0.3%
BTI
48
Blue Trust Inc
Georgia
$14M 306,034 +113,596 +59%
FWP
49
FAS Wealth Partners
Kansas
$13.9M 296,735 +41,287 +16%
MAG
50
Members Advisory Group
New York
$13.7M 292,598 +8,162 +3%
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