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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 %
AFG
501
Albion Financial Group
Utah
$12.3K 263 – –
MA
502
Montag & Associates
Georgia
$12.3K 262 +2 +0.8%
SWA
503
Sutton Wealth Advisors
Florida
$10.2K 217 – –
FMP
504
Financial Management Professionals
Texas
$10K 209 – –
SWG
505
Summit Wealth Group
Vermont
$10K 457,703 +457,703 New
FMB
506
Field & Main Bank
Kentucky
$9.94K 212 – –
EWM
507
EPG Wealth Management
Georgia
$9.38K 200 +200 New
MWM
508
Mascoma Wealth Management
New Hampshire
$9.08K 193 – –
BEI
509
Benjamin Edwards Inc
Missouri
$8K 164 – –
HCM
510
Hollencrest Capital Management
California
$7.42K 158 – –
MAWCM
511
Mine & Arao Wealth Creation & Management
California
$7.16K 153 – –
MIA
512
Milestone Investment Advisors
Wisconsin
$7.08K 151 +151 New
Commonwealth Equity Services
513
Commonwealth Equity Services
Massachusetts
$5.76K 122,800 -11,230 -8%
JHCP
514
Jackson Hole Capital Partners
Oklahoma
$4.41K 94 – –
BFPW
515
BOK Financial Private Wealth
Colorado
$4.22K 90 +53 +143%
HCM
516
Horrell Capital Management
Arkansas
$4K 87 – –
PFG
517
Piershale Financial Group
Illinois
$3.94K 84 – –
PNC Financial Services Group
518
PNC Financial Services Group
Pennsylvania
$3.85K 82 -11 -12%
ACA
519
Aptus Capital Advisors
Alabama
$3.57K 76 – –
GWANC
520
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.57K 76 – –
BC
521
Barrett & Company
Rhode Island
$3.24K 69 – –
BBPWM
522
Blue Bell Private Wealth Management
Pennsylvania
$2.91K 62 +62 New
AIP
523
Ahrens Investment Partners
Louisiana
$2.85K 61 +61 New
FFL
524
Financial Freedom LLC
Ohio
$2.31K 49 +49 New
FSWA
525
Financial Synergies Wealth Advisors
Texas
$1.84K 39 – –
19 20
21
22 23