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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

532 hedge funds and large institutions have $3.96B invested in Schwab US Aggregate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 165 increasing their positions, 256 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
-7
Holders Change %
-1.3%
% of All Funds
9%
Holding in Top 10
60
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.01%
New
54
Increased
165
Reduced
256
Closed
56
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$49.7M
2
DWM
Destination Wealth Management
California
+$44.1M
3
TF
Theory Financial
Colorado
+$22M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$20.5M
5
AO
Advisor OS
Illinois
+$19.1M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$657M
2
FEG
Fund Evaluation Group
Ohio
-$243M
3
5L
55I LLC
Massachusetts
-$55.4M
4
MFRM
Milliman Financial Risk Management
Illinois
-$47.3M
5
SFPM
Sensible Financial Planning & Management
Massachusetts
-$40.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
276
Wells Fargo
California
$676K -$185K -7,718 -21%
CI
277
Cordant Inc
Oregon
$655K +$519K +21,696 +382%
AHC
278
Anderson Hoagland & Co
Missouri
$653K -$125K -5,222 -16%
BAMG
279
Brand Asset Management Group
Missouri
$652K -$112K -4,688 -15%
AIM
280
AMI Investment Management
Indiana
$627K -$117K -4,902 -16%
SHWM
281
Silicon Hills Wealth Management
Texas
$614K -$537K -22,434 -47%
SIM
282
Sterling Investment Management
Arizona
$608K – – –
RGF
283
Retirement Guys Formula
Ohio
$604K +$243K +10,160 +67%
GVAG
284
Great Valley Advisor Group
Delaware
$603K -$37.7K -1,576 -6%
CFA
285
Cahill Financial Advisors
Minnesota
$595K – – –
CIC
286
Cutler Investment Counsel
Oregon
$592K +$19.9K +830 +3%
VA
287
Valmark Advisers
Ohio
$585K +$284K +11,870 +94%
RTL
288
Red Tortoise LLC
Georgia
$582K -$703K -29,398 -55%
PAG
289
Powers Advisory Group
Illinois
$580K -$179K -7,454 -24%
CCM
290
Crabel Capital Management
California
$577K -$833K -34,794 -59%
JCM
291
J2 Capital Management
Michigan
$576K +$576K +24,046 New
NCM
292
Northwest Capital Management
Oregon
$571K +$571K +23,846 New
LCM
293
Liberty Capital Management
Michigan
$562K +$322K +13,456 +135%
Mirae Asset Global Investments
294
Mirae Asset Global Investments
South Korea
$555K -$1.34K -56 -0.2%
BWM
295
BCS Wealth Management
Tennessee
$554K -$93.5K -3,902 -14%
DIS
296
Diversified Investment Strategies
Louisiana
$550K -$8.56K -358 -2%
WWM
297
Western Wealth Management
Colorado
$540K -$114K -4,760 -17%
BFA
298
Beacon Financial Advisory
Ohio
$540K -$53.3K -2,228 -9%
WFS
299
Walker Financial Services
Kentucky
$528K -$187K -7,792 -26%
Royal Bank of Canada
300
Royal Bank of Canada
Ontario, Canada
$527K -$276K -11,540 -34%
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