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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 %
WAM
101
Wakefield Asset Management
Colorado
$5.47M 118,585 +2,473 +2%
HI
102
Harbour Investments
Wisconsin
$5.46M 118,381 +34,613 +41%
GC
103
Guggenheim Capital
Illinois
$5.42M 117,462 – –
NSG
104
Nalls Sherbakoff Group
Tennessee
$5.29M 114,100 +2,493 +2%
AA
105
AlphaQ Advisors
Florida
$5.21M 112,886 +6,571 +6%
UBS Group
106
UBS Group
Switzerland
$5.14M 111,423 +74 +0.1%
Commonwealth Equity Services
107
Commonwealth Equity Services
Massachusetts
$5.05M 109,304 -13,496 -11%
SDWMA
108
Schneider Downs Wealth Management Advisors
Pennsylvania
$4.98M 107,975 +828 +0.8%
CWS
109
Cypress Wealth Services
California
$4.93M 106,870 +29,557 +38%
BWL
110
Bogart Wealth LLC
Virginia
$4.87M 105,566 +901 +0.9%
ISWM
111
Independent Solutions Wealth Management
New York
$4.87M 105,537 +6,577 +7%
MFA
112
Mayflower Financial Advisors
Massachusetts
$4.87M 105,529 -18,985 -15%
PMG
113
ProVise Management Group
Florida
$4.84M 104,917 +877 +0.8%
WIA
114
World Investment Advisors
California
$4.83M 104,693 +4,001 +4%
MCCP
115
Mission Creek Capital Partners
California
$4.81M 104,270 -18,235 -15%
AR
116
Apeiron RIA
Texas
$4.77M 103,287 +7,092 +7%
IWC
117
Integrated Wealth Concepts
Massachusetts
$4.73M 102,486 +30,660 +43%
FD
118
Financial Designs
California
$4.63M 100,341 -2,668 -3%
Cerity Partners
119
Cerity Partners
New York
$4.55M 98,665 +42,306 +75%
SFS
120
Summit Financial Strategies
Ohio
$4.42M 95,694 +956 +1%
TWP
121
Tempus Wealth Planning
California
$4.28M 92,810 +7,217 +8%
OP
122
ORG Partners
Indiana
$4.2M 91,544 +11,531 +14%
RPGK
123
Retirement Planning Group (Kansas)
Kansas
$4.18M 90,642 -191 -0.2%
ES
124
ETF Store
Kansas
$4.1M 88,745 +4,944 +6%
Northwestern Mutual Wealth Management
125
Northwestern Mutual Wealth Management
Wisconsin
$4.08M 88,360 +12,188 +16%
3 4
5
6 7