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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 %
PFGIA
201
Patriot Financial Group Insurance Agency
Massachusetts
$1.62M -$462K -20,026 -22%
BIA
202
Bigelow Investment Advisors
Maine
$1.62M +$1.62M +70,246 New
SPAS
203
Spectrum Planning & Advisory Services
California
$1.57M +$122K +5,324 +8%
CCA
204
Cobblestone Capital Advisors
New York
$1.54M -$270K -11,694 -15%
LA
205
LexAurum Advisors
Kansas
$1.51M +$33.8K +1,464 +2%
LNC
206
Lincoln National Corp
Pennsylvania
$1.46M +$4.89K +212 +0.3%
WFC
207
Western Financial Corp
California
$1.46M -$64.3K -2,784 -4%
HIF
208
Hill Island Financial
Michigan
$1.45M +$63.4K +2,746 +5%
ECM
209
Exchange Capital Management
Michigan
$1.44M -$26.1K -1,132 -2%
DLCIG
210
D.L. Carlson Investment Group
New Hampshire
$1.36M +$1.36M +58,926 New
CCM
211
Crabel Capital Management
California
$1.36M +$508K +22,002 +60%
OPS
212
Orion Portfolio Solutions
Nebraska
$1.35M +$626K +27,102 +86%
BCI
213
Brinker Capital Investments
Pennsylvania
$1.35M +$626K +27,102 +86%
SOS
214
Silver Oak Securities
Tennessee
$1.35M +$1.35M +58,566 New
CAN
215
Cetera Advisor Networks
California
$1.34M +$671K +29,072 +100%
CFA
216
Cahill Financial Advisors
Minnesota
$1.33M +$156K +6,768 +13%
LA
217
LVW Advisors
New York
$1.32M +$136K +5,888 +11%
SPI
218
Sutton Place Investors
New York
$1.32M -$72.9K -3,158 -5%
CTWM
219
Cherry Tree Wealth Management
Minnesota
$1.31M +$1.31M +56,822 New
PAG
220
Private Advisor Group
New Jersey
$1.31M +$404K +17,542 +45%
Koshinski Asset Management
221
Koshinski Asset Management
Illinois
$1.29M -$298K -12,904 -19%
TCM
222
Twele Capital Management
Minnesota
$1.28M -$4.15K -180 -0.3%
VNA
223
Valley National Advisers
Pennsylvania
$1.27M – – –
MCM
224
Mendel Capital Management
Arkansas
$1.27M +$712K +30,848 +128%
VA
225
Valmark Advisers
Ohio
$1.26M +$115K +4,980 +10%
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9
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