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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 %
CWA
201
Clearview Wealth Advisors
Oregon
$1.68M -$3.18M -135,422 -65%
SS
202
Simplicity Solutions
Minnesota
$1.67M +$1.67M +71,098 New
AI
203
Atria Investments
North Carolina
$1.66M +$1.66M +70,704 New
EFM
204
Eley Financial Management
Vermont
$1.64M -$60.5K -2,578 -4%
Koshinski Asset Management
205
Koshinski Asset Management
Illinois
$1.62M +$44.3K +1,888 +3%
OFG
206
OTA Financial Group
New York
$1.59M +$416K +17,726 +35%
WFC
207
Western Financial Corp
California
$1.55M +$414K +17,648 +36%
LA
208
LexAurum Advisors
Kansas
$1.5M +$419K +17,848 +39%
ECM
209
Exchange Capital Management
Michigan
$1.49M -$100K -4,280 -6%
LNC
210
Lincoln National Corp
Pennsylvania
$1.48M +$130K +5,554 +10%
SPAS
211
Spectrum Planning & Advisory Services
California
$1.48M -$1.33M -56,696 -47%
BlackRock
212
BlackRock
New York
$1.45M -$614K -26,192 -30%
SPI
213
Sutton Place Investors
New York
$1.42M +$302K +12,872 +27%
HIF
214
Hill Island Financial
Michigan
$1.41M +$208K +8,854 +17%
OFG
215
Orcam Financial Group
California
$1.4M +$2.67K +114 +0.2%
LWM
216
Laidlaw Wealth Management
New York
$1.39M -$21K -896 -1%
T
217
TRUADVICE
Florida
$1.36M +$174K +7,406 +15%
CHA
218
Cooper/Haims Advisors
New York
$1.34M -$3.57M -152,262 -73%
WA
219
WBH Advisory
Maryland
$1.31M +$1.31M +55,880 New
TCM
220
Twele Capital Management
Minnesota
$1.3M -$71.9K -3,064 -5%
VNA
221
Valley National Advisers
Pennsylvania
$1.29M – – –
MF
222
Manchester Financial
California
$1.29M +$8.26K +352 +0.6%
AG
223
Ascent Group
Virginia
$1.28M +$466K +19,888 +57%
BWA
224
Burt Wealth Advisors
Maryland
$1.28M +$5.35K +228 +0.4%
BAM
225
Belpointe Asset Management
Nevada
$1.27M -$255K -10,886 -17%
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