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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
OP
126
ORG Partners
Indiana
$3.76M +$3.76M +160,026 New
HA
127
HC Advisors
Georgia
$3.7M +$1.94M +82,626 +110%
PFM
128
Phillips Financial Management
Indiana
$3.68M +$27.3K +1,164 +0.7%
EWM
129
Empirical Wealth Management
Washington
$3.63M -$178K -7,598 -5%
CWS
130
Cypress Wealth Services
California
$3.63M +$1.2M +51,310 +50%
Northwestern Mutual Wealth Management
131
Northwestern Mutual Wealth Management
Wisconsin
$3.57M +$799K +34,078 +29%
BSB
132
Bangor Savings Bank
Maine
$3.56M -$548K -23,356 -13%
CBFP
133
Cedar Brook Financial Partners
Ohio
$3.55M +$9.76K +416 +0.3%
AF
134
Advisornet Financial
Minnesota
$3.54M +$879K +37,478 +33%
SMG
135
Smart Money Group
Texas
$3.53M +$3.53M +149,968 New
AA
136
Ancora Advisors
Ohio
$3.45M -$162K -6,904 -4%
CMP
137
Courage Miller Partners
Virginia
$3.45M +$262K +11,160 +8%
OFG
138
Omega Financial Group
California
$3.42M +$155K +6,588 +5%
JWM
139
Janiczek Wealth Management
Colorado
$3.4M +$296K +12,634 +10%
CF
140
Corrigan Financial
Rhode Island
$3.4M -$368K -15,676 -10%
IWC
141
Integrated Wealth Concepts
Massachusetts
$3.37M +$672K +28,668 +25%
LEFP
142
Leading Edge Financial Planning
Tennessee
$3.35M -$115K -4,882 -3%
CWM
143
Chesapeake Wealth Management
Virginia
$3.22M -$129K -5,516 -4%
WP
144
WealthPLAN Partners
Nebraska
$3.21M +$462K +19,702 +17%
RWM
145
RKL Wealth Management
Pennsylvania
$3.13M +$21.6K +922 +0.7%
NI
146
NYL Investors
New York
$3.12M +$108K +4,600 +4%
MLA
147
My Legacy Advisors
Oregon
$3.08M +$588K +25,016 +24%
CFD
148
Creative Financial Designs
Indiana
$3.06M +$557K +23,748 +22%
BL
149
BFSG LLC
California
$3.04M -$87.1K -3,712 -3%
SWM
150
SeaCrest Wealth Management
New York
$3M -$33K -1,406 -1%
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6
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