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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 %
LPAM
76
Lodestar Private Asset Management
California
$8.28M 176,569 +80,760 +84%
Morgan Stanley
77
Morgan Stanley
New York
$8.15M 173,665 -126,356 -42%
AWS
78
Atria Wealth Solutions
New York
$8.03M 171,220 +556 +0.3%
Jones Financial Companies
79
Jones Financial Companies
Missouri
$8.03M 171,112 -83,906 -33%
T
80
TNF
Montana
$7.98M 169,532 +29,570 +21%
WP
81
WealthShield Partners
North Carolina
$7.75M 165,233 +15,904 +11%
CSIA
82
Charles Schwab Investment Advisory
California
$7.64M 162,896 -1,541 -0.9%
CWM
83
Cedar Wealth Management
California
$7.53M 160,516 +160,516 New
NIC
84
Northwest Investment Counselors
Oregon
$7.36M 156,956 +2,536 +2%
CNWM
85
Clay Northam Wealth Management
California
$6.99M 149,054 -1,216 -0.8%
KF
86
Krilogy Financial
Missouri
$6.87M 146,382 -666,090 -82%
BNP Paribas Financial Markets
87
BNP Paribas Financial Markets
France
$6.86M 146,170 +146,170 New
CC
88
Callan Capital
California
$6.64M 141,652 +5,614 +4%
FF
89
Friedenthal Financial
New Jersey
$6.47M 137,901 +11,955 +9%
MOS
90
MGO One Seven
Ohio
$6.44M 137,238 +137,238 New
T
91
TCWP
Ohio
$6.44M 137,232 -21,878 -14%
SFS
92
Security Financial Services
Indiana
$6.36M 135,577 +20,665 +18%
NRI
93
NFP Retirement Inc
California
$6.12M 130,458 -15,615 -11%
SWM
94
SigFig Wealth Management
California
$6.09M 132,780 -3,585 -3%
CWM
95
Curi Wealth Management
North Carolina
$5.91M 126,000 +17,841 +16%
MFA
96
Mayflower Financial Advisors
Massachusetts
$5.84M 124,514 +51,958 +72%
MCCP
97
Mission Creek Capital Partners
California
$5.75M 122,505 -36,076 -23%
RWM
98
Reston Wealth Management
Virginia
$5.53M 117,937 -1,445 -1%
KFS
99
Kaizen Financial Strategies
California
$5.51M 117,542 +78,936 +204%
GC
100
Guggenheim Capital
Illinois
$5.51M 117,462 – –
2 3
4
5 6