SCHZ icon

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.

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 Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$1.1B 23,870,959 +1,640,579 +7%
APP
2
Avantax Planning Partners
Iowa
$148M 3,209,762 +55,438 +2%
Ameriprise
3
Ameriprise
Minnesota
$139M 3,006,592 +237,325 +9%
Financial Engines Advisors
4
Financial Engines Advisors
California
$114M 2,460,247 +78,012 +3%
RA
5
Rational Advisors
New York
$111M 2,404,877 -42,819 -2%
OIA
6
OneDigital Investment Advisors
Kansas
$92.5M 2,004,323 -218,228 -10%
RIM
7
Rockbridge Investment Management
New York
$90.8M 1,967,402 +129,755 +7%
Goldman Sachs
8
Goldman Sachs
New York
$88.4M 1,915,419 -5,972 -0.3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$82.2M 1,781,306 -46,769 -3%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$74.2M 1,607,265 -435,041 -21%
BAAM
11
Baker Avenue Asset Management
California
$73.5M 1,591,986 +56,970 +4%
ML
12
McAdam LLC
Pennsylvania
$68.1M 1,476,349 +73,816 +5%
HighTower Advisors
13
HighTower Advisors
Illinois
$47.7M 1,034,094 +14,616 +1%
DWM
14
Destination Wealth Management
California
$46.6M 1,009,548 -101,253 -9%
ACM
15
AlphaStar Capital Management
North Carolina
$45.8M 991,913 +163,649 +20%
CST
16
Charles Schwab Trust
Nevada
$45.2M 973,669 +102,046 +12%
HCM
17
Hengehold Capital Management
Ohio
$44.6M 965,690 -733 -0.1%
Toronto Dominion Bank
18
Toronto Dominion Bank
Ontario, Canada
$43.3M 938,500 -56,500 -6%
BWA
19
BlueSky Wealth Advisors
North Carolina
$41.6M 902,144 +24,139 +3%
TWP
20
Total Wealth Planning
Ohio
$36.1M 781,186 +16,162 +2%
HGWM
21
Horst & Graben Wealth Management
Oregon
$33.7M 730,431 +25,529 +4%
KBFS
22
Kohmann Bosshard Financial Services
Ohio
$31M 671,343 +89,421 +15%
SFA
23
Sequoia Financial Advisors
Ohio
$27.8M 601,606 -45,499 -7%
Bank of America
24
Bank of America
North Carolina
$26.3M 569,310 -380,262 -40%
TF
25
Theory Financial
Colorado
$25.9M 562,134 +12,050 +2%
1
2 3 4 5