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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 %
GWM
126
GSB Wealth Management
Connecticut
$4M 86,586 +23,746 +38%
CWAG
127
Carlsbad Wealth Advisory Group
California
$3.97M 85,901 +85,901 New
SB
128
Strategic Blueprint
Georgia
$3.92M 85,002 -9,257 -10%
GRP
129
Global Retirement Partners
California
$3.92M 84,903 -654 -0.8%
CFD
130
Creative Financial Designs
Indiana
$3.91M 84,638 +19,308 +30%
PFM
131
Peak Financial Management
Massachusetts
$3.84M 83,089 +2,551 +3%
BC
132
Bartlett & Co
Ohio
$3.79M 82,145 -2,848 -3%
BCWM
133
Bartlett & Co Wealth Management
Ohio
$3.79M 82,145 -2,848 -3%
EWM
134
Empirical Wealth Management
Washington
$3.77M 81,622 +4,147 +5%
MLA
135
My Legacy Advisors
Oregon
$3.75M 81,034 +15,449 +24%
CBFP
136
Cedar Brook Financial Partners
Ohio
$3.66M 79,377 +3,647 +5%
PFM
137
Phillips Financial Management
Indiana
$3.59M 77,880 -470 -0.6%
AF
138
Advisornet Financial
Minnesota
$3.53M 76,575 +1,051 +1%
IA
139
IFP Advisors
Florida
$3.52M 76,215 -20,528 -21%
WA
140
Waverly Advisors
Alabama
$3.48M 75,408 -5,569 -7%
JWM
141
Janiczek Wealth Management
Colorado
$3.44M 74,525 +1,974 +3%
OFG
142
Omega Financial Group
California
$3.41M 73,896 +1,079 +1%
CMP
143
Courage Miller Partners
Virginia
$3.39M 73,461 +1 +0%
SMG
144
Smart Money Group
Texas
$3.33M 72,245 -2,739 -4%
CF
145
Corrigan Financial
Rhode Island
$3.32M 71,972 -404 -0.6%
BL
146
BFSG LLC
California
$3.3M 71,422 +6,694 +10%
AA
147
Ancora Advisors
Ohio
$3.27M 70,903 -2,713 -4%
CWM
148
Cedar Wealth Management
California
$3.25M 70,314 -90,202 -56%
HA
149
HC Advisors
Georgia
$3.21M 69,495 -9,380 -12%
LEFP
150
Leading Edge Financial Planning
Tennessee
$3.2M 69,229 -2,279 -3%
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6
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