SCHZ icon

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 %
AWM
76
AE Wealth Management
Kansas
$8.6M 186,252 -20,394 -10%
VFPW
77
Vantage Financial Partners (Wisconsin)
Wisconsin
$8.54M 184,960 -545 -0.3%
Morgan Stanley
78
Morgan Stanley
New York
$8.45M 183,153 +9,488 +5%
AWS
79
Atria Wealth Solutions
New York
$8.12M 175,962 +4,742 +3%
NRI
80
NFP Retirement Inc
California
$8M 173,364 +42,906 +33%
LPAM
81
Lodestar Private Asset Management
California
$7.96M 172,371 -4,198 -2%
BPA
82
Beacon Pointe Advisors
California
$7.95M 172,172 -105,441 -38%
WP
83
WealthShield Partners
North Carolina
$7.8M 169,084 +3,851 +2%
T
84
TNF
Montana
$7.78M 168,478 -1,054 -0.6%
NIC
85
Northwest Investment Counselors
Oregon
$7.2M 155,880 -1,076 -0.7%
NFG
86
Northeast Financial Group
Pennsylvania
$7.19M 155,831 -25,182 -14%
CWM
87
Curi Wealth Management
North Carolina
$6.71M 145,272 +19,272 +15%
SAG
88
SageView Advisory Group
California
$6.61M 143,101 +41,958 +41%
T
89
TCWP
Ohio
$6.56M 142,080 +4,848 +4%
CNWM
90
Clay Northam Wealth Management
California
$6.54M 141,680 -7,374 -5%
SFS
91
Security Financial Services
Indiana
$6.53M 141,511 +5,934 +4%
MAM
92
Marotta Asset Management
Virginia
$6.28M 136,018 +136,018 New
SWM
93
SigFig Wealth Management
California
$6.1M 131,975 -805 -0.6%
FF
94
Friedenthal Financial
New Jersey
$6M 130,082 -7,819 -6%
KF
95
Krilogy Financial
Missouri
$5.98M 129,500 -16,882 -12%
CC
96
Callan Capital
California
$5.98M 129,490 -12,162 -9%
KFS
97
Kaizen Financial Strategies
California
$5.7M 123,777 +6,235 +5%
RWM
98
Reston Wealth Management
Virginia
$5.55M 120,290 +2,353 +2%
Thrivent Financial for Lutherans
99
Thrivent Financial for Lutherans
Minnesota
$5.54M 120,364 +120,364 New
SFG
100
SNS Financial Group
Minnesota
$5.53M 119,873 +17,450 +17%
2 3
4
5 6