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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$1.04B 22,230,380 +2,323,583 +12%
APP
2
Avantax Planning Partners
Iowa
$148M 3,154,324 +1,384,467 +78%
Ameriprise
3
Ameriprise
Minnesota
$130M 2,769,267 +616,365 +29%
RA
4
Rational Advisors
New York
$115M 2,447,696 +2,447,696 New
Financial Engines Advisors
5
Financial Engines Advisors
California
$112M 2,382,235 +37,412 +2%
OIA
6
OneDigital Investment Advisors
Kansas
$104M 2,222,551 -231,254 -9%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$95.8M 2,042,306 -3,889,147 -66%
Goldman Sachs
8
Goldman Sachs
New York
$90.1M 1,921,391 -89,910 -4%
RIM
9
Rockbridge Investment Management
New York
$86.2M 1,837,647 +162,068 +10%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$85.8M 1,828,075 -37,790 -2%
BAAM
11
Baker Avenue Asset Management
California
$72M 1,535,016 +19,348 +1%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$69.2M 1,474,975 +1,474,975 New
ML
13
McAdam LLC
Pennsylvania
$65.8M 1,402,533 -27,615 -2%
DWM
14
Destination Wealth Management
California
$52.1M 1,110,801 -1,322,774 -54%
HighTower Advisors
15
HighTower Advisors
Illinois
$47.8M 1,019,478 +114,461 +13%
Toronto Dominion Bank
16
Toronto Dominion Bank
Ontario, Canada
$46.7M 995,000 +995,000 New
HCM
17
Hengehold Capital Management
Ohio
$45.3M 966,423 +8,602 +0.9%
Bank of America
18
Bank of America
North Carolina
$44.5M 949,572 -56,777 -6%
Jane Street
19
Jane Street
New York
$41.6M 887,308 +117,297 +15%
BWA
20
BlueSky Wealth Advisors
North Carolina
$41.2M 878,005 +19,990 +2%
CST
21
Charles Schwab Trust
Nevada
$40.9M 871,623 +37,793 +5%
ACM
22
AlphaStar Capital Management
North Carolina
$38.9M 828,264 +315,084 +61%
TWP
23
Total Wealth Planning
Ohio
$35.9M 765,024 +37,750 +5%
HGWM
24
Horst & Graben Wealth Management
Oregon
$33.1M 704,902 +179,680 +34%
SFA
25
Sequoia Financial Advisors
Ohio
$30.4M 647,105 -38,939 -6%
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