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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

539 hedge funds and large institutions have $4.67B invested in Schwab US Aggregate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 182 increasing their positions, 211 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
539
Holders Change
+9
Holders Change %
+1.7%
% of All Funds
8.53%
Holding in Top 10
60
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.26%
% of All Funds
0.95%
New
80
Increased
182
Reduced
211
Closed
61
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FEG
Fund Evaluation Group
Ohio
+$243M
2
Ameriprise
Ameriprise
Minnesota
+$59.5M
3
5L
55I LLC
Massachusetts
+$53.5M
4
Creative Planning
Creative Planning
Kansas
+$38.1M
5
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
+$29.1M

Top Sellers

1
RA
Rational Advisors
New York
-$155M
2
APP
Avantax Planning Partners
Iowa
-$90.5M
3
Charles Schwab
Charles Schwab
California
-$55.9M
4
HighTower Advisors
HighTower Advisors
Illinois
-$49M
5
DWM
Destination Wealth Management
California
-$31.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
226
TimeScale Financial
Massachusetts
$1.34M +$4.96K +196 +0.4%
Cetera Investment Advisers
227
Cetera Investment Advisers
Illinois
$1.34M +$109K +4,320 +9%
KWM
228
Kingsview Wealth Management
Oregon
$1.27M +$33K +1,304 +3%
JWA
229
JFS Wealth Advisors
Pennsylvania
$1.26M -$34.2K -1,352 -3%
MML Investors Services
230
MML Investors Services
Massachusetts
$1.24M -$23.6K -932 -2%
AACR
231
ACR Alpine Capital Research
Missouri
$1.22M -$46.6K -1,844 -4%
SHWM
232
Silicon Hills Wealth Management
Texas
$1.22M -$137K -5,414 -10%
CA
233
Cetera Advisors
Colorado
$1.21M +$10.8K +426 +0.9%
SPC
234
Sigma Planning Corp
Michigan
$1.19M +$1.19M +47,182 New
FW
235
FirstPurpose Wealth
Utah
$1.19M +$309K +12,218 +35%
LF
236
Lee Financial
Texas
$1.17M -$62.2K -2,460 -5%
WFC
237
Western Financial Corp
California
$1.17M +$1.17M +46,314 New
BTWM
238
Baker Tilly Wealth Management
Wisconsin
$1.15M +$1.15M +45,434 New
MFGP
239
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.13M -$16.3K -646 -1%
BI
240
Berkeley Inc
Idaho
$1.11M -$82.7K -3,270 -7%
AOWM
241
Alpha Omega Wealth Management
Virginia
$1.09M +$81.6K +3,228 +8%
MWP
242
Meridian Wealth Partners
Pennsylvania
$1.09M +$15.6K +616 +1%
OFS
243
Oldfather Financial Services
Nebraska
$1.09M +$56.6K +2,324 +5%
BWM
244
Blossom Wealth Management
California
$1.09M +$106K +4,194 +11%
LA
245
LexAurum Advisors
Kansas
$1.08M +$1.08M +42,694 New
SC
246
Shearwater Capital
Colorado
$1.08M -$19.5K -40 -2%
WFA
247
Wade Financial Advisory
California
$1.06M +$335K +13,232 +46%
BCM
248
Brookstone Capital Management
Illinois
$1.05M +$60.3K +2,452 +6%
MHB
249
Midwest Heritage Bank
Iowa
$1.02M +$1.02M +40,420 New
IWC
250
Integrated Wealth Concepts
Massachusetts
$1.02M +$718K +28,416 +238%
8 9
10
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