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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 Market Value Shares Shares
Change 		Shares
Change %
PWMG
51
Pioneer Wealth Management Group
Texas
$13M 277,871 -12,256 -4%
BPA
52
Beacon Pointe Advisors
California
$13M 277,613 +78,772 +40%
FANJ
53
Financial Architects (New Jersey)
New Jersey
$12.8M 271,942 +4,288 +2%
JFG
54
JMG Financial Group
Illinois
$12.6M 269,038 -17,970 -6%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$12.5M 266,881 -33,315 -11%
RJA
56
Raymond James & Associates
Florida
$12.2M 260,285 +223,954 +616%
Creative Planning
57
Creative Planning
Kansas
$12M 256,042 -27,367 -10%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$12M 254,894 +126,215 +98%
FRA
59
FFG Retirement Advisors
Colorado
$11.7M 249,036 +111,289 +81%
LIM
60
Leavell Investment Management
Alabama
$11.1M 237,068 -4,378 -2%
FCH
61
Freestone Capital Holdings
Washington
$11.1M 236,718 -11,055 -4%
C1AG
62
Client 1st Advisory Group
Florida
$10.4M 220,969 +38,846 +21%
MA
63
Mutual Advisors
Nebraska
$10.2M 218,048 +11,258 +5%
PIMG
64
Patriot Investment Management Group
Tennessee
$10.2M 216,947 +2,378 +1%
WWG
65
West Wealth Group
California
$10.1M 215,528 +57,044 +36%
LPL Financial
66
LPL Financial
California
$10M 214,169 +13,407 +7%
BDFN
67
Bond & Devick Financial Network
Minnesota
$10M 213,126 +28,797 +16%
AWM
68
AE Wealth Management
Kansas
$9.69M 206,646 +91,091 +79%
JJBC
69
James J. Burns & Company
New York
$9.49M 202,415 +60,430 +43%
MGIA
70
Moneta Group Investment Advisors
Missouri
$9.43M 200,991 +14,231 +8%
FFN
71
Focus Financial Network
Minnesota
$9.38M 199,925 +199,925 New
RWP
72
Revolve Wealth Partners
New Jersey
$8.98M 191,379 +16,836 +10%
VFPW
73
Vantage Financial Partners (Wisconsin)
Wisconsin
$8.7M 185,505 +185,505 New
NFG
74
Northeast Financial Group
Pennsylvania
$8.55M 181,013 +5,675 +3%
M
75
MYeCFO
California
$8.29M 176,624 -48,296 -21%
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