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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
EI
526
Ellevest Inc
New York
$1.69K +$1.69K +72 New
TFP
527
Tilia Fiduciary Partners
North Carolina
$1.61K -$5.35K -226 -77%
CT
528
Cambridge Trust
Massachusetts
$1.6K – – –
GWM
529
Guardian Wealth Management
Illinois
$1.38K +$95 +4 +7%
TAM
530
Tucker Asset Management
Colorado
$1.27K +$1.27K +54 New
AA
531
Addison Advisors
Vermont
$1.17K – – –
TF
532
Tompkins Financial
New York
$1.13K – – –
TRCT
533
Tower Research Capital (TRC)
New York
$1K +$1K +32 New
KM
534
Kalos Management
Georgia
$891 – – –
HNB
535
Huntington National Bank
Ohio
$470 – – –
RDFA
536
Ritter Daniher Financial Advisory
Ohio
$388 – – –
AWM
537
AllSquare Wealth Management
New York
$235 +$235 +10 New
First Manhattan
538
First Manhattan
New York
$234 – – –
CIA
539
Cape Investment Advisory
Georgia
$146 +$146 +6 New
MA
540
MCF Advisors
Kentucky
$1 – – –
AO
541
Advisor OS
Illinois
– -$17.7M -774,192 Closed
FPCG
542
Fort Pitt Capital Group
Pennsylvania
– -$2.97M -130,166 Closed
WIM
543
WealthPlan Investment Management
Nebraska
– -$2.72M -117,038 Closed
Renaissance Technologies
544
Renaissance Technologies
New York
– -$2.17M -95,000 Closed
AP
545
Adero Partners
California
– -$1.35M -59,286 Closed
ASI
546
Advisory Services & Investments
Oregon
– -$1.25M -54,794 Closed
JSL
547
JT Stratford LLC
Georgia
– -$984K -43,114 Closed
WFA
548
Wade Financial Advisory
California
– -$820K -35,942 Closed
LWM
549
Ledge Wealth Management
Minnesota
– -$811K -35,534 Closed
AWG
550
Altus Wealth Group
Colorado
– -$690K -30,210 Closed
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