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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
51
Osaic Holdings
Arizona
$13.3M 289,624 -15,987 -5%
RJA
52
Raymond James & Associates
Florida
$12.7M 275,388 +15,103 +6%
FANJ
53
Financial Architects (New Jersey)
New Jersey
$12.3M 267,125 -4,817 -2%
PWMG
54
Pioneer Wealth Management Group
Texas
$11.7M 254,394 -23,477 -8%
Creative Planning
55
Creative Planning
Kansas
$11.7M 252,573 -3,469 -1%
JFG
56
JMG Financial Group
Illinois
$11M 239,355 -29,683 -11%
KL
57
KilterHowling LLC
Colorado
$10.8M 233,994 -72,548 -24%
Jane Street
58
Jane Street
New York
$10.8M 233,567 -653,741 -74%
LIM
59
Leavell Investment Management
Alabama
$10.7M 231,634 -5,434 -2%
FCH
60
Freestone Capital Holdings
Washington
$10.6M 228,926 -7,792 -3%
BDFN
61
Bond & Devick Financial Network
Minnesota
$10.6M 228,608 +15,482 +7%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$10.4M 224,338 -42,543 -16%
MA
63
Mutual Advisors
Nebraska
$10.2M 220,784 +2,736 +1%
C1AG
64
Client 1st Advisory Group
Florida
$9.97M 216,067 -4,902 -2%
RWP
65
Revolve Wealth Partners
New Jersey
$9.87M 213,754 +22,375 +12%
WWG
66
West Wealth Group
California
$9.82M 212,676 -2,852 -1%
MGIA
67
Moneta Group Investment Advisors
Missouri
$9.7M 210,158 +9,167 +5%
CSIA
68
Charles Schwab Investment Advisory
California
$9.53M 206,398 +43,502 +27%
PIMG
69
Patriot Investment Management Group
Tennessee
$9.52M 206,312 -10,635 -5%
FFN
70
Focus Financial Network
Minnesota
$9.42M 204,066 +4,141 +2%
JJBC
71
James J. Burns & Company
New York
$9.34M 202,352 -63 -0%
LPL Financial
72
LPL Financial
California
$9.28M 201,062 -13,107 -6%
BTI
73
Blue Trust Inc
Georgia
$8.79M 187,387 -118,647 -39%
M
74
MYeCFO
California
$8.68M 187,969 +11,345 +6%
Jones Financial Companies
75
Jones Financial Companies
Missouri
$8.65M 187,341 +16,229 +9%
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