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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 %
CW
501
Connectus Wealth
Ohio
$20.8K +$3.76K +16,304 +22%
SCA
502
Stonebridge Capital Advisors
Minnesota
$19.4K +$19.4K +842 New
MRCM
503
M&R Capital Management
New Jersey
$16.6K – – –
HWA
504
Heritage Wealth Advisors
Virginia
$15K +$46 +2 +0.3%
AA
505
Atmos Advisory
Pennsylvania
$12.2K – – –
MA
506
Montag & Associates
Georgia
$12.2K +$92 +4 +0.8%
AFG
507
Albion Financial Group
Utah
$12.1K – – –
FMP
508
Financial Management Professionals
Texas
$10K – – –
SWA
509
Sutton Wealth Advisors
Florida
$9.88K -$138 -6 -1%
EWM
510
EPG Wealth Management
Georgia
$9.23K – – –
MWM
511
Mascoma Wealth Management
New Hampshire
$8.81K – – –
BEI
512
Benjamin Edwards Inc
Missouri
$8K – – –
HCM
513
Hollencrest Capital Management
California
$7.34K +$46 +2 +0.6%
MIA
514
Milestone Investment Advisors
Wisconsin
$7.03K +$46 +2 +0.7%
PCMC
515
Private Capital Management (Colorado)
Colorado
$5.22K -$8.08K -350 -61%
JHCP
516
Jackson Hole Capital Partners
Oklahoma
$4.34K – – –
BFPW
517
BOK Financial Private Wealth
Colorado
$4.16K – – –
HCM
518
Horrell Capital Management
Arkansas
$4K – – –
PNC Financial Services Group
519
PNC Financial Services Group
Pennsylvania
$3.79K – – –
KHC
520
Koesten Hirschmann & Crabtree
Kansas
$3.47K +$3.47K +150 New
ACA
521
Aptus Capital Advisors
Alabama
$3.28K -$231 -10 -7%
GWANC
522
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.28K -$231 -10 -7%
GWSG
523
GPS Wealth Strategies Group
Colorado
$3.23K +$3.23K +140 New
BC
524
Barrett & Company
Rhode Island
$3.19K – – –
BBPWM
525
Blue Bell Private Wealth Management
Pennsylvania
$2.86K – – –
19 20
21
22 23