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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.

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 Market Value Shares Shares
Change 		Shares
Change %
AA
26
Apriem Advisors
California
$24.8M 537,514 -9,397 -2%
TCM
27
Towercrest Capital Management
Pennsylvania
$24M 520,890 +2,456 +0.5%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$23.6M 510,948 -27,295 -5%
AWMG
29
Alliance Wealth Management Group
New Jersey
$23.4M 506,420 +2,456 +0.5%
APW
30
Austin Private Wealth
Texas
$23.3M 503,790 +37,313 +8%
UCFA
31
United Capital Financial Advisors
Texas
$23M 497,549 -18,500 -4%
FLA
32
Financial Life Advisors
Texas
$22.9M 495,831 +144,495 +41%
AT
33
American Trust
Kentucky
$21.6M 468,230 – –
CCWA
34
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$20.2M 438,562 -14,212 -3%
NYLIM
35
New York Life Investment Management
New York
$19.3M 418,972 +32,358 +8%
MAG
36
Mokosak Advisory Group
Iowa
$18.4M 398,016 +10,210 +3%
OWA
37
One Wealth Advisors
California
$16.8M 363,900 +18,486 +5%
LFG
38
Larson Financial Group
Missouri
$16.1M 348,963 -7,102 -2%
CWM
39
Congress Wealth Management
Massachusetts
$16M 347,653 +326,051 +1,509%
MWM
40
MorganRosel Wealth Management
Colorado
$15.9M 344,841 +8,917 +3%
WA
41
Waterford Advisors
New York
$15.4M 333,643 +12,753 +4%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$15.4M 333,233 +78,339 +31%
TC
43
Tenret Company
Florida
$15.4M 332,727 +3,014 +0.9%
CIAS
44
CFS Investment Advisory Services
New Jersey
$15.2M 329,788 +329,788 New
SFA
45
Souders Financial Advisors
Ohio
$15M 325,018 +4,871 +2%
FWP
46
FAS Wealth Partners
Kansas
$14.5M 314,612 +17,877 +6%
Mariner
47
Mariner
Kansas
$14.3M 310,275 -30,053 -9%
FRA
48
FFG Retirement Advisors
Colorado
$13.7M 297,664 +48,628 +20%
MAG
49
Members Advisory Group
New York
$13.5M 293,295 +697 +0.2%
DWP
50
Daymark Wealth Partners
Ohio
$13.3M 289,184 +228,517 +377%
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