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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 %
BI
251
Blooom Inc
Kansas
$1.01M +$54.1K +2,144 +6%
PFA
252
Pure Financial Advisors
California
$1.01M +$373K +14,760 +59%
CWM
253
Congress Wealth Management
Massachusetts
$990K -$63.5K -2,510 -6%
LIM
254
Lathrop Investment Management
Arkansas
$975K -$1.11K -44 -0.1%
WA
255
WBH Advisory
Maryland
$948K -$179K -7,340 -16%
AWM
256
Apollon Wealth Management
South Carolina
$935K +$105K +4,154 +13%
HIF
257
Hill Island Financial
Michigan
$933K -$266K -10,506 -22%
T
258
TRUADVICE
Florida
$917K +$98.5K +4,096 +12%
SDWMA
259
Schneider Downs Wealth Management Advisors
Pennsylvania
$911K -$168K -6,636 -16%
Wells Fargo
260
Wells Fargo
California
$910K +$121K +4,778 +15%
SPI
261
Sutton Place Investors
New York
$907K +$907K +37,388 New
AFP
262
Ausdal Financial Partners
Iowa
$905K +$557K +22,032 +160%
PA
263
Parallel Advisors
California
$896K -$76.5K -3,026 -8%
SWM
264
Stockman Wealth Management
Montana
$894K -$369K -14,606 -29%
PFC
265
Phocas Financial Corp
California
$878K +$878K +34,712 New
SAM
266
Sawgrass Asset Management
Florida
$878K +$878K +34,720 New
LFA
267
Landmark Financial Advisors
Kentucky
$866K -$129K -5,292 -13%
MAM
268
Marquette Asset Management
Minnesota
$865K -$363K -14,356 -30%
DP
269
DDD Partners
Washington
$863K +$23.3K +922 +3%
AC
270
Abbrea Capital
California
$862K -$20.2K -800 -2%
SHWM
271
Smith & Howard Wealth Management
Georgia
$859K +$859K +33,962 New
Royal Bank of Canada
272
Royal Bank of Canada
Ontario, Canada
$849K +$352K +13,910 +71%
PFA
273
Pinnacle Family Advisors
Missouri
$840K +$840K +33,212 New
SIAG
274
Signet Investment Advisory Group
Rhode Island
$838K +$57.7K +2,284 +7%
AHC
275
Anderson Hoagland & Co
Missouri
$822K – – –
9 10
11
12 13