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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 %
IBOK
526
Independence Bank of Kentucky
Kentucky
$2.26K +$2.26K +98 New
DSC
527
Duncker Streett & Co
Missouri
$2.03K +$2.03K +88 New
Citigroup
528
Citigroup
New York
$1.94K +$1.94K +84 New
GWM
529
Guardian Wealth Management
Illinois
$1.51K +$183 +8 +14%
TAM
530
Tucker Asset Management
Colorado
$1.25K – – –
AA
531
Addison Advisors
Vermont
$1.15K – – –
TF
532
Tompkins Financial
New York
$1.11K – – –
KM
533
Kalos Management
Georgia
$877 – – –
SS
534
Sunbelt Securities
Texas
$739 +$739 +32 New
MAM
535
Marquette Asset Management
Minnesota
$508 +$508 +22 New
CIA
536
Cape Investment Advisory
Georgia
$254 +$127 +6 +100%
AWM
537
AllSquare Wealth Management
New York
$231 – – –
First Manhattan
538
First Manhattan
New York
$230 – – –
VAG
539
VisionPoint Advisory Group
Texas
$230 +$230 +10 New
TRCT
540
Tower Research Capital (TRC)
New York
$46 -$690 -30 -94%
FSWA
541
Financial Synergies Wealth Advisors
Texas
$5 -$1.84K -78 Closed
MA
542
MCF Advisors
Kentucky
$1 -$1 – –
MOS
543
MGO One Seven
Ohio
– -$6.44M -274,476 Closed
OMC
544
Old Mission Capital
Illinois
– -$2.67M -113,632 Closed
GFP
545
Guardian Financial Partners
California
– -$2.53M -107,804 Closed
SS
546
Simplicity Solutions
Minnesota
– -$1.67M -71,098 Closed
OFG
547
OTA Financial Group
New York
– -$1.59M -67,738 Closed
BAM
548
Belpointe Asset Management
Nevada
– -$1.27M -54,180 Closed
SFMG
549
Sage Financial Management Group
Virginia
– -$1.16M -49,338 Closed
KeyBank National Association
550
KeyBank National Association
Ohio
– -$906K -38,616 Closed
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