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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 %
TW
151
Transform Wealth
Colorado
$3M +$1.52M +64,700 +103%
CAG
152
Curtis Advisory Group
California
$2.97M +$176K +7,490 +6%
GWM
153
GSB Wealth Management
Connecticut
$2.9M +$1.67M +72,502 +136%
1WM
154
1900 Wealth Management
Texas
$2.87M +$142K +6,228 +5%
CAPTRUST Financial Advisors
155
CAPTRUST Financial Advisors
North Carolina
$2.87M -$571K -24,344 -17%
PA
156
PFG Advisors
Arizona
$2.87M +$100K +4,268 +4%
DWP
157
Daymark Wealth Partners
Ohio
$2.85M +$2.26M +96,370 +386%
SFA
158
Seneca Financial Advisors
New York
$2.82M -$2.47M -105,146 -47%
SCM
159
SevenOneSeven Capital Management
Pennsylvania
$2.82M +$1.14M +48,466 +68%
EGWAG
160
Elwood & Goetz Wealth Advisory Group
Georgia
$2.76M +$2.76M +117,558 New
FTS
161
Fifth Third Securities
Ohio
$2.74M -$32.2K -1,372 -1%
OMC
162
Old Mission Capital
Illinois
$2.67M -$1.13M -48,046 -30%
VWA
163
VERITY Wealth Advisors
United States
$2.66M -$61.9K -2,638 -2%
Cerity Partners
164
Cerity Partners
New York
$2.64M -$101K -4,302 -4%
ZF
165
Zhang Financial
Michigan
$2.64M -$100K -4,282 -4%
RC
166
Roundview Capital
New Jersey
$2.63M -$393K -16,748 -13%
AWE
167
Avidian Wealth Enterprises
Texas
$2.59M +$628K +26,778 +32%
GFP
168
Guardian Financial Partners
California
$2.53M +$134K +5,700 +6%
JPMorgan Chase & Co
169
JPMorgan Chase & Co
New York
$2.47M +$2.04M +86,984 +474%
RG
170
Retirement Group
California
$2.45M +$280K +11,946 +13%
MFGP
171
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.44M -$234K -9,958 -9%
TFA
172
Teamwork Financial Advisors
Texas
$2.43M +$1.76M +74,846 +259%
BBW
173
Blue Barn Wealth
Utah
$2.43M +$165K +7,020 +7%
KC
174
Kades & Cheifetz
Pennsylvania
$2.31M -$215K -9,174 -9%
GLLW
175
Graves Light Lenhart Wealth
Virginia
$2.3M -$89.1K -3,800 -4%
5 6
7
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