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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

537 hedge funds and large institutions have $3.79B invested in Schwab US Aggregate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 185 increasing their positions, 217 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
537
Holders Change
+35
Holders Change %
+6.97%
% of All Funds
8.66%
Holding in Top 10
62
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+14.81%
% of All Funds
1%
New
84
Increased
185
Reduced
217
Closed
41
Calls
$251K
Puts
$247K
Net Calls
+$4K
Net Calls Change
+$4K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$91.8M
2
DWM
2
Destination Wealth Management
California
$111M
3
BAAM
3
Baker Avenue Asset Management
California
$69.2M
4
Charles Schwab
4
Charles Schwab
California
$909M
5
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$29.5M

Top Sellers

1
OIA
1
OneDigital Investment Advisors
Kansas
$112M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$279M
3
HCM
3
Hengehold Capital Management
Ohio
$43.7M
4
NRI
4
NFP Retirement Inc
California
$6.67M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$85.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
226
Cahill Financial Advisors
Minnesota
$1.17M +$635K +27,820 +118%
GWWM
227
Great Waters Wealth Management
Minnesota
$1.14M +$1.14M +48,362 New
OFG
228
OTA Financial Group
New York
$1.14M -$3M -131,414 -72%
GVAG
229
Great Valley Advisor Group
Delaware
$1.13M -$77.8K -3,408 -6%
MA
230
Momentum Advisors
New York
$1.13M +$272K +11,908 +32%
LAIC
231
Lederer & Associates Investment Counsel
California
$1.12M -$5.39K -236 -0.5%
WFC
232
Western Financial Corp
California
$1.11M -$12.1K -532 -1%
BWM
233
Blossom Wealth Management
California
$1.1M +$118K +5,172 +12%
SPI
234
Sutton Place Investors
New York
$1.08M +$57.4K +2,514 +6%
CMBA
235
C.M. Bidwell & Associates
Hawaii
$1.08M -$354K -15,504 -25%
BWM
236
BerganKDV Wealth Management
Minnesota
$1.07M +$136K +5,950 +15%
KWM
237
Kingsview Wealth Management
Oregon
$1.06M -$2.05K -90 -0.2%
JWA
238
JFS Wealth Advisors
Pennsylvania
$1.05M +$44.5K +1,948 +4%
LA
239
LexAurum Advisors
Kansas
$1.05M +$65.1K +2,850 +7%
Cetera Investment Advisers
240
Cetera Investment Advisers
Illinois
$1.03M +$11.1K +488 +1%
VAS
241
Valicenti Advisory Services
New York
$1.02M -$327K -14,314 -24%
GCA
242
Gradient Capital Advisors
California
$1.01M -$17.8K -780 -2%
FFA
243
Farther Finance Advisors
California
$1.01M +$1.01M +44,308 New
CWM
244
Congress Wealth Management
Massachusetts
$1.01M -$25.5K -1,118 -2%
AACR
245
ACR Alpine Capital Research
Missouri
$1M +$2.51K +110 +0.3%
MWP
246
Meridian Wealth Partners
Pennsylvania
$988K -$5.52K -242 -0.6%
JSL
247
JT Stratford LLC
Georgia
$984K +$984K +43,114 New
CA
248
Cetera Advisors
Colorado
$981K -$109K -4,770 -10%
SC
249
Shearwater Capital
Colorado
$971K +$2.71K +6 +0.3%
JWS
250
Juncture Wealth Strategies
Arizona
$964K +$146K +6,404 +18%
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10
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