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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 %
HS
476
Horan Securities
United States
$56.2K +$139 +6 +0.2%
SIC
477
Salem Investment Counselors
North Carolina
$50.9K +$7.99K +346 +19%
NCM
478
Northwest Capital Management
Oregon
$47.4K +$47.4K +2,054 New
CFGS
479
Concourse Financial Group Securities
Alabama
$46.4K – – –
NRC
480
New Republic Capital
North Carolina
$44K – – –
KFP
481
KB Financial Partners
New Jersey
$43K +$43K +1,884 New
TF
482
TimeScale Financial
Massachusetts
$40.4K +$323 +14 +0.8%
Bank of Montreal
483
Bank of Montreal
Ontario, Canada
$36.8K +$24.4K +1,058 +198%
SC
484
Stephens Consulting
Michigan
$32K +$11K +478 +53%
PIP
485
Peachtree Investment Partners
Florida
$30K – – –
CCA
486
Column Capital Advisors
Indiana
$27.7K – – –
KFS
487
Kelly Financial Services
Massachusetts
$27.6K +$5.86K +254 +27%
WWM
488
Wagner Wealth Management
South Carolina
$27.3K +$7.52K +326 +38%
WIM
489
Westside Investment Management
California
$25.8K – – –
OAJ
490
Ogorek Anthony Joseph
New York
$24K -$321 -14 -1%
BNP Paribas Financial Markets
491
BNP Paribas Financial Markets
France
$23.4K -$6.72M -291,324 -100%
MFT
492
Moisand Fitzgerald Tamayo
Florida
$23.2K – – –
RFA
493
Resurgent Financial Advisors
Georgia
$22.1K +$22.1K +958 New
HFS
494
Hantz Financial Services
Michigan
$22K – – –
National Bank of Canada
495
National Bank of Canada
Quebec, Canada
$22K – – –
MHR
496
Matthew Hamilton Rosenberg
$21.6K – – –
MIM
497
Macroview Investment Management
Maryland
$21.5K -$12.5K -544 -37%
SIS
498
Strategic Investment Solutions
Illinois
$21.1K +$46 +2 +0.2%
PO
499
Private Ocean
California
$21.1K +$139 +6 +0.7%
BAM
500
Bellevue Asset Management
Washington
$20.9K – – –
18 19
20
21 22