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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 %
TSS
276
Two Sigma Securities
New York
$655K +$455K +20,058 +227%
ACMA
277
Arbor Capital Management (Alaska)
Alaska
$653K -$23.6K -1,032 -3%
RGF
278
Retirement Guys Formula
Ohio
$634K +$62.7K +2,768 +11%
SFO
279
Stokes Family Office
Louisiana
$631K -$430K -18,974 -41%
KLI
280
Kelman-Lazarov Inc
Tennessee
$627K +$134K +5,930 +27%
VA
281
Valmark Advisers
Ohio
$619K +$65.4K +2,886 +12%
NL
282
NWAM LLC
Washington
$603K +$114K +5,034 +23%
VDI
283
Vaughan David Investments
Illinois
$600K -$58.9K -2,600 -9%
BAMG
284
Brand Asset Management Group
Missouri
$591K -$25.9K -1,144 -4%
AHC
285
Anderson Hoagland & Co
Missouri
$586K -$32.4K -1,430 -5%
AG
286
Ascent Group
Virginia
$586K +$586K +26,216 New
CIC
287
Cutler Investment Counsel
Oregon
$555K -$5.03K -222 -0.9%
BG
288
Benedetti & Gucer
Georgia
$552K -$3.25M -143,316 -85%
PAG
289
Powers Advisory Group
Illinois
$548K -$408 -18 -0.1%
CI
290
Cordant Inc
Oregon
$541K -$78.7K -3,476 -13%
DIS
291
Diversified Investment Strategies
Louisiana
$541K +$19.9K +880 +4%
SPA
292
Sentinel Pension Advisors
Massachusetts
$539K -$255K -11,242 -32%
CFA
293
Cahill Financial Advisors
Minnesota
$533K -$30.6K -1,350 -5%
BFA
294
Beacon Financial Advisory
Ohio
$533K +$22.3K +986 +4%
BWA
295
Burt Wealth Advisors
Maryland
$532K -$157K -6,952 -23%
SIC
296
SJS Investment Consulting
Ohio
$519K +$519K +22,918 New
WAM
297
Worth Asset Management
Texas
$516K +$285K +12,588 +123%
CAN
298
Cetera Advisor Networks
California
$514K +$18.2K +804 +4%
WAS
299
Wealth Advisory Solutions
Indiana
$513K +$513K +22,654 New
WWM
300
Western Wealth Management
Colorado
$509K – – –
10 11
12
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