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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 %
BAMG
276
Brand Asset Management Group
Missouri
$807K +$50.4K +1,996 +7%
HWM
277
HB Wealth Management
Georgia
$803K +$229K +9,056 +40%
PAG
278
Powers Advisory Group
Illinois
$801K -$7.69M -303,902 -91%
BL
279
BCWM LLC
Kansas
$797K +$16.1K +636 +2%
TC
280
Tatro Capital
Kentucky
$789K -$3.39K -134 -0.4%
AIM
281
AMI Investment Management
Indiana
$787K -$371K -14,660 -32%
TCA
282
Transcend Capital Advisors
New Jersey
$781K +$781K +30,904 New
LFS
283
Lutz Financial Services
Nebraska
$776K -$189K -7,472 -20%
KAS
284
Kestra Advisory Services
Texas
$769K -$214K -8,480 -22%
AAS
285
Avantax Advisory Services
Texas
$761K -$569K -22,484 -43%
WFS
286
Walker Financial Services
Kentucky
$755K +$755K +29,860 New
KLI
287
Kelman-Lazarov Inc
Tennessee
$748K – – –
OAJ
288
Ogorek Anthony Joseph
New York
$742K +$560K +22,144 +307%
BG
289
Benedetti & Gucer
Georgia
$739K +$317K +12,538 +75%
ACMA
290
Arbor Capital Management (Alaska)
Alaska
$736K -$95.1K -3,778 -11%
VDI
291
Vaughan David Investments
Illinois
$736K – – –
MWA
292
Motive Wealth Advisors
Michigan
$724K +$724K +28,636 New
FG
293
Foster Group
Iowa
$721K -$15K -594 -2%
CFG
294
Cooper Financial Group
California
$704K +$704K +27,862 New
GVAG
295
Great Valley Advisor Group
Delaware
$700K -$4.08K -156 -0.6%
WWM
296
Western Wealth Management
Colorado
$688K +$317K +12,542 +85%
MA
297
McBroom & Associates
Nevada
$685K -$15.1K -596 -2%
BWM
298
BCS Wealth Management
Tennessee
$684K -$1.15M -45,380 -63%
DI
299
DAGCO Inc
Ohio
$672K -$3.68M -151,516 -85%
JWS
300
Juncture Wealth Strategies
Arizona
$663K +$300K +11,858 +83%
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