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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 %
BWM
551
BCS Wealth Management
Tennessee
– -$796K -33,948 Closed
WI
552
WrapManager Inc
California
– -$578K -24,656 Closed
AAS
553
Ameritas Advisory Services
Nebraska
– -$486K -20,738 Closed
Mirae Asset Global Investments
554
Mirae Asset Global Investments
South Korea
– -$484K -20,720 Closed
SP
555
Successful Portfolios
Florida
– -$422K -17,990 Closed
BWA
556
Bordeaux Wealth Advisors
California
– -$419K -17,854 Closed
AAS
557
Annex Advisory Services
Wisconsin
– -$385K -16,414 Closed
ASFA
558
All Season Financial Advisors
Colorado
– -$348K -14,816 Closed
FCA
559
FLC Capital Advisors
California
– -$339K -14,452 Closed
B
560
Bailard
California
– -$339K -14,442 Closed
LFA
561
LGT Financial Advisors
Texas
– -$321K -13,670 Closed
PWA
562
Providence Wealth Advisors
Illinois
– -$289K -12,364 Closed
VVP
563
Venture Visionary Partners
Ohio
– -$267K -11,400 Closed
OL
564
Owen LaRue
Kentucky
– -$242K -10,486 Closed
TCWM
565
Total Clarity Wealth Management
Illinois
– -$229K -9,784 Closed
SSWM
566
Sheets Smith Wealth Management
North Carolina
– -$210K -8,944 Closed
TIM
567
Tevis Investment Management
Texas
– -$205K -8,754 Closed
BDF
568
Black Diamond Financial
Maryland
– -$203K -8,640 Closed
TC
569
TownSquare Capital
Utah
– -$202K -8,596 Closed
FA
570
Fortis Advisors
Pennsylvania
– -$186K -7,930 Closed
TWA
571
TCI Wealth Advisors
Arizona
– -$57.7K -2,460 Closed
BCM
572
Blume Capital Management
California
– -$16.9K -722 Closed
CIA
573
Cascade Investment Advisors
Oregon
– -$14.1K -600 Closed
FMB
574
Field & Main Bank
Kentucky
– -$9.94K -424 Closed
MAWCM
575
Mine & Arao Wealth Creation & Management
California
– -$7.16K -306 Closed
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