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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
Goldman Sachs
New York
$91.8M
2
DWM
Destination Wealth Management
California
$111M
3
BAAM
Baker Avenue Asset Management
California
$69.2M
4
Charles Schwab
Charles Schwab
California
$909M
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$29.5M

Top Sellers

1
OIA
OneDigital Investment Advisors
Kansas
$112M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$279M
3
HCM
Hengehold Capital Management
Ohio
$43.7M
4
NRI
NFP Retirement Inc
California
$6.67M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$85.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BL
276
BCWM LLC
Kansas
$739K +$5.43K +238 +0.7%
TCA
277
Transcend Capital Advisors
New Jersey
$735K +$13.4K +586 +2%
LFA
278
Landmark Financial Advisors
Kentucky
$734K -$35.2K -1,540 -5%
EK
279
Evensky & Katz
Florida
$729K -$1.33M -58,112 -65%
CAL
280
Capital Advisors Ltd
Ohio
$717K +$717K +31,418 New
AHC
281
Anderson Hoagland & Co
Missouri
$714K +$102K +4,298 +17%
LFA
282
Laraway Financial Advisors
Minnesota
$708K -$8.67K -380 -1%
SCM
283
Stonehearth Capital Management
Massachusetts
$706K +$706K +30,946 New
CFG
284
Cooper Financial Group
California
$703K -$10.7K -470 -2%
AWG
285
Altus Wealth Group
Colorado
$690K +$690K +30,210 New
MHB
286
Midwest Heritage Bank
Iowa
$681K -$122K -5,338 -15%
SFG
287
Sage Financial Group
Pennsylvania
$678K -$38.5K -1,688 -5%
RF
288
RHS Financial
California
$677K -$1.22M -53,590 -64%
CCM
289
Crabel Capital Management
California
$669K +$669K +29,302 New
TFA
290
Teamwork Financial Advisors
Texas
$661K -$221K -9,686 -25%
AIP
291
Ameritas Investment Partners
Nebraska
$654K +$654K +28,662 New
AAS
292
Annex Advisory Services
Wisconsin
$647K +$647K +28,356 New
JF
293
Joule Financial
Kentucky
$638K -$70.6K -3,094 -10%
ACMA
294
Arbor Capital Management (Alaska)
Alaska
$637K -$18.9K -824 -3%
AL
295
Aspiriant LLC
California
$627K +$262K +11,458 +72%
EWA
296
EP Wealth Advisors
California
$625K -$46.8K -2,052 -7%
WAM
297
WNY Asset Management
New York
$625K -$128K -5,588 -17%
VPP
298
Vertex Planning Partners
Illinois
$608K +$608K +26,620 New
NL
299
NWAM LLC
Washington
$607K +$228 +10 +0%
LHEI
300
Leo H. Evart Inc
California
$606K +$232K +10,164 +62%
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