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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 %
VA
251
Valmark Advisers
Ohio
$946K +$323K +14,132 +52%
IWM
252
IHT Wealth Management
Illinois
$933K -$55.2K -2,418 -6%
CIC
253
Cutler Investment Counsel
Oregon
$924K +$365K +15,980 +65%
BTWM
254
Baker Tilly Wealth Management
Wisconsin
$908K -$69.7K -3,052 -7%
OFS
255
Oldfather Financial Services
Nebraska
$896K -$11.8K -518 -1%
PCA
256
Personal Capital Advisors
California
$895K -$30.7K -1,344 -3%
SFS
257
Sowell Financial Services
Arkansas
$891K +$123K +5,408 +16%
LIM
258
Lathrop Investment Management
Arkansas
$883K -$5.34K -234 -0.6%
TF
259
TimeScale Financial
Massachusetts
$878K +$45 +2 +0%
PWMG
260
Prestige Wealth Management Group
New Jersey
$864K +$498K +21,830 +136%
SWM
261
Stockman Wealth Management
Montana
$855K +$30.1K +1,320 +4%
OWM
262
Opes Wealth Management
California
$843K -$308K -13,488 -27%
RPG
263
Resource Planning Group
Georgia
$834K +$834K +36,540 New
NDSI
264
Newman Dignan & Sheerar Inc
Rhode Island
$834K -$262K -11,492 -24%
WFA
265
Wade Financial Advisory
California
$820K -$30.8K -1,350 -4%
LCM
266
Liberty Capital Management
Michigan
$820K +$79.8K +3,496 +11%
LWM
267
Ledge Wealth Management
Minnesota
$811K -$1.29M -56,340 -61%
PFA
268
Pinnacle Family Advisors
Missouri
$805K -$31.8K -1,394 -4%
AG
269
Ascent Group
Virginia
$794K +$196K +8,576 +33%
SIAG
270
Signet Investment Advisory Group
Rhode Island
$783K -$3.52K -154 -0.4%
PA
271
Parallel Advisors
California
$780K +$45.8K +2,006 +6%
BC
272
Bowman & Company
Wisconsin
$764K +$252K +11,054 +49%
BRWA
273
B. Riley Wealth Advisors
Florida
$761K -$318K -13,918 -29%
AOWM
274
Alpha Omega Wealth Management
Virginia
$753K -$178K -7,802 -19%
DBRC
275
D.B. Root & Company
Pennsylvania
$740K -$97.2K -4,258 -12%
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