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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

502 hedge funds and large institutions have $3.44B invested in Schwab US Aggregate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 176 increasing their positions, 239 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
-30
Holders Change %
-5.64%
% of All Funds
8.68%
Holding in Top 10
54
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10%
% of All Funds
0.93%
New
29
Increased
176
Reduced
239
Closed
54
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CST
1
Charles Schwab Trust
Nevada
$15M
2
FANJ
2
Financial Architects (New Jersey)
New Jersey
$12M
3
BTI
3
Blue Trust Inc
Georgia
$8.48M
4
VNA
4
Valley National Advisers
Pennsylvania
$8M
5
CSIA
5
Charles Schwab Investment Advisory
California
$6.77M

Top Sellers

1
CW
1
Connectus Wealth
Ohio
$17.2M
2
Ameriprise
2
Ameriprise
Minnesota
$91.7M
3
DWM
3
Destination Wealth Management
California
$20.8M
4
Jane Street
4
Jane Street
New York
$33.5M
5
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BTWM
226
Baker Tilly Wealth Management
Wisconsin
$970K -$77.2K -3,410 -7%
PFA
227
Pure Financial Advisors
California
$969K +$26.3K +1,160 +3%
SC
228
Shearwater Capital
Colorado
$964K -$16.2K -36 -2%
AOWM
229
Alpha Omega Wealth Management
Virginia
$924K -$71.4K -3,154 -7%
BWM
230
BerganKDV Wealth Management
Minnesota
$923K -$754K -33,272 -45%
PCA
231
Personal Capital Advisors
California
$919K -$44.4K -1,960 -5%
OFS
232
Oldfather Financial Services
Nebraska
$901K +$53K +2,342 +6%
FI
233
FIDELIS iM
Oregon
$896K -$1.25M -55,000 -58%
KAS
234
Kestra Advisory Services
Texas
$894K +$127K +5,590 +16%
SDWMA
235
Schneider Downs Wealth Management Advisors
Pennsylvania
$883K -$456K -20,100 -34%
HIF
236
Hill Island Financial
Michigan
$883K -$12.4K -546 -1%
LIM
237
Lathrop Investment Management
Arkansas
$881K +$5.44K +240 +0.6%
TF
238
TimeScale Financial
Massachusetts
$878K -$56.6K -2,498 -6%
TFA
239
Teamwork Financial Advisors
Texas
$875K -$395K -17,462 -31%
MML Investors Services
240
MML Investors Services
Massachusetts
$869K -$18.8K -830 -2%
AC
241
Abbrea Capital
California
$866K -$263K -11,600 -23%
T
242
TRUADVICE
Florida
$859K +$15.3K +686 +2%
MA
243
Momentum Advisors
New York
$853K +$40.1K +1,768 +5%
PAG
244
Private Advisor Group
New Jersey
$852K -$31.5K -1,388 -4%
WFA
245
Wade Financial Advisory
California
$845K -$96.2K -4,246 -10%
PFA
246
Pinnacle Family Advisors
Missouri
$831K -$13.1K -578 -2%
DBRC
247
D.B. Root & Company
Pennsylvania
$830K -$2.68M -118,208 -76%
SHWM
248
Smith & Howard Wealth Management
Georgia
$826K -$505K -22,284 -38%
SWM
249
Stockman Wealth Management
Montana
$819K -$13.6K -600 -2%
BI
250
Blooom Inc
Kansas
$815K +$36K +1,586 +5%
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