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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.

New
Increased
Maintained
Reduced
Closed
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 %
PWM
176
Perigon Wealth Management
California
$2.15M +$271K +11,762 +14%
PA
177
PFG Advisors
Arizona
$2.14M -$676K -29,288 -24%
RG
178
Retirement Group
California
$2.14M -$269K -11,636 -11%
MWM
179
Maripau Wealth Management
Indiana
$2.13M +$294K +12,756 +16%
AG
180
Appleton Group
Wisconsin
$2.09M +$68.5K +2,970 +3%
AWM
181
Avior Wealth Management
Nebraska
$2.08M +$298K +12,922 +17%
SWA
182
Stratos Wealth Advisors
Ohio
$2.02M +$295K +12,774 +17%
NL
183
NWAM LLC
Washington
$2.01M +$142K +6,136 +8%
BA
184
Ballast Advisors
Minnesota
$1.91M +$157K +6,784 +9%
AWC
185
Adamsbrown Wealth Consultants
Kansas
$1.82M -$142K -6,146 -7%
FWP
186
Firethorn Wealth Partners
Georgia
$1.82M -$74.5K -3,226 -4%
PCA
187
Pallas Capital Advisors
Massachusetts
$1.81M +$1.81M +78,622 New
AA
188
Alesco Advisors
New York
$1.8M -$8.31K -360 -0.5%
VFIC
189
Valley Forge Investment Consultants
Pennsylvania
$1.8M -$83.6K -3,622 -4%
MFG
190
Midwest Financial Group
Kansas
$1.79M +$65.4K +2,836 +4%
SC
191
Savant Capital
Illinois
$1.78M -$59.6K -2,584 -3%
CW
192
CreativeOne Wealth
Kansas
$1.77M -$32.4K -1,404 -2%
RC
193
Roundview Capital
New Jersey
$1.76M -$826K -35,808 -32%
CWA
194
Clearview Wealth Advisors
Oregon
$1.72M +$71.9K +3,116 +4%
WANY
195
Wealthspire Advisors (New York)
New York
$1.7M -$73.1K -3,166 -4%
GFWA
196
Grey Fox Wealth Advisors
Delaware
$1.7M -$52.2K -2,262 -3%
NB
197
NBT Bank
New York
$1.7M – – –
FA
198
Faithward Advisors
Pennsylvania
$1.64M +$1.31M +57,908 +398%
AA
199
Advisory Alpha
Michigan
$1.63M +$1.63M +70,572 New
EFM
200
Eley Financial Management
Vermont
$1.63M +$15.5K +670 +1%
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