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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 %
William Blair & Company
476
William Blair & Company
Illinois
$32K 683 +142 +26%
DZ Bank
477
DZ Bank
Germany
$31.5K 672 – –
PIP
478
Peachtree Investment Partners
Florida
$30.5K 650 – –
Carson Wealth (CWM LLC)
479
Carson Wealth (CWM LLC)
Nebraska
$29K 625 -929 -60%
CCA
480
Column Capital Advisors
Indiana
$28.1K 600 – –
WIM
481
Westside Investment Management
California
$26.2K 558 – –
OAJ
482
Ogorek Anthony Joseph
New York
$24K 531 +2 +0.4%
MFT
483
Moisand Fitzgerald Tamayo
Florida
$23.6K 503 – –
National Bank of Canada
484
National Bank of Canada
Quebec, Canada
$22.3K 476 – –
KFS
485
Kelly Financial Services
Massachusetts
$22.1K 471 +179 +61%
HFS
486
Hantz Financial Services
Michigan
$22K 472 – –
MHR
487
Matthew Hamilton Rosenberg
$21.9K 467 – –
SC
488
Stephens Consulting
Michigan
$21.3K 455 – –
SIS
489
Strategic Investment Solutions
Illinois
$21.3K 454 +454 New
BAM
490
Bellevue Asset Management
Washington
$21.3K 453 – –
PO
491
Private Ocean
California
$21.2K 453 -366 -45%
WWM
492
Wagner Wealth Management
South Carolina
$20.1K 429 -726 -63%
CW
493
Connectus Wealth
Ohio
$17.3K 36,892 -567 -2%
BCM
494
Blume Capital Management
California
$16.9K 361 – –
MRCM
495
M&R Capital Management
New Jersey
$16.9K 360 – –
HWA
496
Heritage Wealth Advisors
Virginia
$15.2K 324 – –
CIA
497
Cascade Investment Advisors
Oregon
$14.1K 300 +300 New
PCMC
498
Private Capital Management (Colorado)
Colorado
$13.5K 288 +288 New
Bank of Montreal
499
Bank of Montreal
Ontario, Canada
$12.5K 267 – –
AA
500
Atmos Advisory
Pennsylvania
$12.4K 264 -1,205 -82%
18 19
20
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