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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 Holding Trade Value Shares
Change 		Shares
Change %
NI
151
NYL Investors
New York
$3.11M +$32.3K +1,400 +1%
CWM
152
Chesapeake Wealth Management
Virginia
$3.1M -$73.2K -3,172 -2%
BSB
153
Bangor Savings Bank
Maine
$3.09M -$411K -17,808 -12%
RWM
154
RKL Wealth Management
Pennsylvania
$3.08M -$969 -42 -0%
AI
155
Atria Investments
North Carolina
$3.07M +$1.44M +62,480 +88%
1WM
156
1900 Wealth Management
Texas
$2.95M +$58.4K +2,532 +2%
WP
157
WealthPLAN Partners
Nebraska
$2.95M -$209K -9,052 -7%
SWM
158
SeaCrest Wealth Management
New York
$2.85M -$97.9K -4,242 -3%
CAG
159
Curtis Advisory Group
California
$2.85M -$74.3K -3,218 -3%
FTS
160
Fifth Third Securities
Ohio
$2.78M +$87.9K +3,810 +3%
TW
161
Transform Wealth
Colorado
$2.77M -$180K -7,792 -6%
SCM
162
SevenOneSeven Capital Management
Pennsylvania
$2.7M -$16.3K -720 -0.6%
AWE
163
Avidian Wealth Enterprises
Texas
$2.68M +$138K +6,000 +5%
MFGP
164
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.62M +$220K +9,546 +9%
JPMorgan Chase & Co
165
JPMorgan Chase & Co
New York
$2.59M +$156K +6,746 +6%
VWA
166
VERITY Wealth Advisors
United States
$2.58M -$36K -1,560 -1%
EGWAG
167
Elwood & Goetz Wealth Advisory Group
Georgia
$2.44M -$274K -11,858 -10%
CAPTRUST Financial Advisors
168
CAPTRUST Financial Advisors
North Carolina
$2.43M -$387K -16,752 -14%
WHCI
169
W.H. Cornerstone Investments
Massachusetts
$2.36M +$402K +17,438 +21%
BBW
170
Blue Barn Wealth
Utah
$2.35M -$41.4K -1,794 -2%
Lido Advisors
171
Lido Advisors
California
$2.23M +$406K +17,606 +22%
ZF
172
Zhang Financial
Michigan
$2.23M -$366K -15,888 -14%
CFMC
173
Curbstone Financial Management Corp
New Hampshire
$2.21M -$34.6K -1,500 -2%
KC
174
Kades & Cheifetz
Pennsylvania
$2.2M -$80.4K -3,482 -4%
GLLW
175
Graves Light Lenhart Wealth
Virginia
$2.19M -$72.1K -3,124 -3%
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