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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 Holding Trade Value Shares
Change 		Shares
Change %
EWA
551
EP Wealth Advisors
California
– -$625K -27,392 Closed
IAP
552
Indie Asset Partners
Indiana
– -$552K -24,200 Closed
RBFC
553
Roman Butler Fullerton & Co
Missouri
– -$468K -19,908 Closed
CCG
554
Chatham Capital Group
Georgia
– -$452K -19,796 Closed
SHWM
555
Silicon Hills Wealth Management
Texas
– -$451K -19,738 Closed
GFS
556
GYL Financial Synergies
Connecticut
– -$436K -19,104 Closed
Corient Private Wealth
557
Corient Private Wealth
Florida
– -$417K -18,286 Closed
WF
558
Wayfinding Financial
Washington
– -$472K -17,904 Closed
WA
559
WESPAC Advisors
California
– -$324K -14,188 Closed
MSFS
560
Main Street Financial Solutions
Pennsylvania
– -$317K -13,898 Closed
RSWM
561
Robertson Stephens Wealth Management
California
– -$286K -12,522 Closed
CGFA
562
Colton Groome Financial Advisors
North Carolina
– -$281K -12,326 Closed
BPWM
563
Badgley Phelps Wealth Managers
Washington
– -$280K -12,270 Closed
GGI
564
Godsey & Gibb Inc
Virginia
– -$270K -11,822 Closed
CWM
565
Cabot Wealth Management
Massachusetts
– -$227K -9,950 Closed
WOSD
566
WFA of San Diego
California
– -$104K -4,552 Closed
MCC
567
Money Concepts Capital
Florida
– -$87.8K -3,848 Closed
RCM
568
Raleigh Capital Management
North Carolina
– -$75.1K -3,290 Closed
EE
569
EWG Elevate
California
– -$52.8K -2,312 Closed
KFP
570
KB Financial Partners
New Jersey
– -$17K -764 Closed
PCA
571
Providence Capital Advisors
North Carolina
– -$15.3K -672 Closed
DWP
572
Destiny Wealth Partners
Florida
– -$15.1K -662 Closed
BL
573
Balentine LLC
Georgia
– -$14K -612 Closed
LWA
574
Lowe Wealth Advisors
Maryland
– -$6.8K -298 Closed
TVWM
575
Tower View Wealth Management
Wisconsin
– -$6K -254 Closed
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