SCHZ icon

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

Top Sellers

1
CW
Connectus Wealth
Ohio
$17.2M
2
Ameriprise
Ameriprise
Minnesota
$91.7M
3
DWM
Destination Wealth Management
California
$20.8M
4
Jane Street
Jane Street
New York
$33.5M
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JWS
251
Juncture Wealth Strategies
Arizona
$812K +$414K +18,266 +104%
MHB
252
Midwest Heritage Bank
Iowa
$796K -$40.3K -1,780 -5%
FW
253
FirstPurpose Wealth
Utah
$786K -$14.5K -638 -2%
SIAG
254
Signet Investment Advisory Group
Rhode Island
$781K +$9.11K +402 +1%
SAM
255
Sawgrass Asset Management
Florida
$779K – – –
LFA
256
Landmark Financial Advisors
Kentucky
$764K -$46.7K -2,060 -6%
SFS
257
Sowell Financial Services
Arkansas
$762K +$762K +33,630 New
SWA
258
Sightline Wealth Advisors
Connecticut
$752K +$752K +32,996 New
BMCM
259
Burns Matteson Capital Management
New York
$748K -$92.6K -4,088 -11%
WAM
260
WNY Asset Management
New York
$745K -$96.5K -4,270 -11%
PFC
261
Phocas Financial Corp
California
$741K -$45.3K -2,000 -6%
LCM
262
Liberty Capital Management
Michigan
$735K +$203K +8,974 +38%
AFP
263
Ausdal Financial Partners
Iowa
$733K -$54.1K -2,390 -7%
PA
264
Parallel Advisors
California
$729K -$122K -5,380 -14%
BL
265
BCWM LLC
Kansas
$728K +$74.9K +3,304 +11%
SFA
266
Seneca Financial Advisors
New York
$724K -$132K -5,844 -15%
TCA
267
Transcend Capital Advisors
New Jersey
$716K -$210K -9,270 -23%
BlackRock
268
BlackRock
New York
$712K -$3.82M -168,430 -84%
LFA
269
Laraway Financial Advisors
Minnesota
$712K -$10.9K -480 -2%
SFG
270
Sage Financial Group
Pennsylvania
$711K +$487K +21,500 +218%
CFG
271
Cooper Financial Group
California
$709K +$46.2K +2,036 +7%
JF
272
Joule Financial
Kentucky
$703K – – –
WA
273
WBH Advisory
Maryland
$693K -$17.8K -786 -3%
Wells Fargo
274
Wells Fargo
California
$675K +$35.5K +1,570 +6%
EWA
275
EP Wealth Advisors
California
$667K -$925K -40,824 -58%
9 10
11
12 13