SCHZ icon

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 %
CFMC
176
Curbstone Financial Management Corp
New Hampshire
$2.28M -$235K -10,000 -9%
PFGIA
177
Patriot Financial Group Insurance Agency
Massachusetts
$2.12M +$527K +22,480 +33%
AG
178
Appleton Group
Wisconsin
$2.06M -$112K -4,776 -5%
AWC
179
Adamsbrown Wealth Consultants
Kansas
$1.99M +$163K +6,944 +9%
WHCI
180
W.H. Cornerstone Investments
Massachusetts
$1.99M +$276K +11,786 +16%
PWM
181
Perigon Wealth Management
California
$1.91M +$254K +10,818 +15%
VFIC
182
Valley Forge Investment Consultants
Pennsylvania
$1.91M +$66.5K +2,836 +4%
FWP
183
Firethorn Wealth Partners
Georgia
$1.91M +$580K +24,940 +44%
NL
184
NWAM LLC
Washington
$1.9M +$1.28M +54,410 +205%
SC
185
Savant Capital
Illinois
$1.87M +$75.8K +3,232 +4%
MWM
186
Maripau Wealth Management
Indiana
$1.87M -$63.6K -2,710 -3%
Lido Advisors
187
Lido Advisors
California
$1.85M +$1.85M +79,070 New
CCA
188
Cobblestone Capital Advisors
New York
$1.84M -$612K -26,102 -25%
AA
189
Alesco Advisors
New York
$1.84M -$133K -5,670 -7%
CW
190
CreativeOne Wealth
Kansas
$1.83M +$166K +7,066 +10%
AWA
191
Alaska Wealth Advisors
Alaska
$1.82M +$103K +4,402 +6%
AWM
192
Avior Wealth Management
Nebraska
$1.81M -$511K -21,774 -22%
WANY
193
Wealthspire Advisors (New York)
New York
$1.8M -$224K -9,552 -11%
BA
194
Ballast Advisors
Minnesota
$1.78M +$29K +1,238 +2%
GFWA
195
Grey Fox Wealth Advisors
Delaware
$1.78M -$165K -7,030 -8%
Citadel Advisors
196
Citadel Advisors
Florida
$1.77M -$1.45M -61,890 -45%
SWA
197
Stratos Wealth Advisors
Ohio
$1.76M -$1.01M -43,210 -37%
MFG
198
Midwest Financial Group
Kansas
$1.75M +$1.75M +74,684 New
BIA
199
Bigelow Investment Advisors
Maine
$1.74M -$2.31M -101,046 Closed
NB
200
NBT Bank
New York
$1.73M +$9.38K +400 +0.5%
6 7
8
9 10