SCHZ icon

Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

532 hedge funds and large institutions have $3.96B invested in Schwab US Aggregate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 165 increasing their positions, 256 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
-7
Holders Change %
-1.3%
% of All Funds
9%
Holding in Top 10
60
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.01%
New
54
Increased
165
Reduced
256
Closed
56
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$66.1M
2
DWM
Destination Wealth Management
California
$57.7M
3
TF
Theory Financial
Colorado
$22M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$301M
5
AO
Advisor OS
Illinois
$19.1M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$12.4M
2
FEG
Fund Evaluation Group
Ohio
$0
3
5L
55I LLC
Massachusetts
$0
4
MFRM
Milliman Financial Risk Management
Illinois
$116M
5
SFPM
Sensible Financial Planning & Management
Massachusetts
$3.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
AACR
226
ACR Alpine Capital Research
Missouri
$1.1M -$60.5K -2,526 -5%
GWM
227
GSB Wealth Management
Connecticut
$1.09M -$447K -18,692 -29%
Qube Research & Technologies (QRT)
228
Qube Research & Technologies (QRT)
United Kingdom
$1.07M +$1.07M +44,882 New
BWM
229
Blossom Wealth Management
California
$1.06M +$28.2K +1,180 +3%
CWM
230
Congress Wealth Management
Massachusetts
$1.06M +$121K +5,060 +13%
AOWM
231
Alpha Omega Wealth Management
Virginia
$1.05M +$16.1K +672 +2%
MWP
232
Meridian Wealth Partners
Pennsylvania
$1.04M +$4.07K +170 +0.4%
LA
233
LexAurum Advisors
Kansas
$1.03M +$5.46K +228 +0.5%
SC
234
Shearwater Capital
Colorado
$1.02M -$14K -30 -1%
PCA
235
Personal Capital Advisors
California
$1.02M +$1.02M +42,532 New
PFA
236
Pure Financial Advisors
California
$996K +$43.9K +1,834 +5%
WFA
237
Wade Financial Advisory
California
$994K -$6.94K -290 -0.7%
TF
238
TimeScale Financial
Massachusetts
$987K -$280K -11,686 -22%
TCA
239
Transcend Capital Advisors
New Jersey
$978K +$239K +9,968 +32%
BCM
240
Brookstone Capital Management
Illinois
$953K -$68.4K -2,872 -7%
HIF
241
Hill Island Financial
Michigan
$946K +$63.1K +2,636 +7%
MML Investors Services
242
MML Investors Services
Massachusetts
$938K -$233K -9,716 -20%
PAG
243
Private Advisor Group
New Jersey
$933K -$387K -16,160 -29%
T
244
TRUADVICE
Florida
$925K -$8.37K -342 -0.9%
LIM
245
Lathrop Investment Management
Arkansas
$925K +$2.15K +90 +0.2%
AAS
246
Avantax Advisory Services
Texas
$912K +$192K +8,034 +27%
OFS
247
Oldfather Financial Services
Nebraska
$911K -$179K -7,362 -16%
SFA
248
Seneca Financial Advisors
New York
$905K +$905K +37,814 New
SPI
249
Sutton Place Investors
New York
$904K +$9.1K +380 +1%
PA
250
Parallel Advisors
California
$899K +$50.3K +2,102 +6%
8 9
10
11 12