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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 %
MPW
301
MA Private Wealth
California
$649K +$48.9K +1,934 +8%
SIM
302
Sterling Investment Management
Arizona
$642K – – –
KJWM
303
Kiley Juergens Wealth Management
Washington
$631K -$206K -8,146 -25%
SFMG
304
Sage Financial Management Group
Virginia
$629K -$70.4K -2,786 -10%
CFA
305
Cahill Financial Advisors
Minnesota
$628K – – –
BFA
306
Beacon Financial Advisory
Ohio
$627K +$627K +24,782 New
HWA
307
HHM Wealth Advisors
Tennessee
$620K -$25.8K -1,020 -4%
TA
308
TrueWealth Advisors
Alabama
$604K – – –
CIC
309
Cutler Investment Counsel
Oregon
$604K +$11.7K +462 +2%
S
310
SignatureFD
Georgia
$600K -$3.89K -154 -0.6%
MFA
311
Mayflower Financial Advisors
Massachusetts
$595K +$595K +23,518 New
DIS
312
Diversified Investment Strategies
Louisiana
$590K +$49.8K +1,970 +9%
Mirae Asset Global Investments
313
Mirae Asset Global Investments
South Korea
$588K +$588K +23,264 New
MWM
314
Maltin Wealth Management
New Jersey
$585K -$300K -11,870 -34%
SFO
315
Stokes Family Office
Louisiana
$584K +$584K +23,104 New
SIC
316
SJS Investment Consulting
Ohio
$579K -$101K -3,996 -15%
RPG
317
Resource Planning Group
Georgia
$579K +$2.73K +108 +0.5%
BCP
318
Blue Chip Partners
Michigan
$576K +$2.12K +84 +0.4%
CWM
319
Curi Wealth Management
North Carolina
$568K +$31.6K +1,250 +6%
JCIA
320
Jackson Creek Investment Advisors
Colorado
$553K -$290K -11,454 -34%
MCC
321
Money Concepts Capital
Florida
$551K +$14.6K +576 +3%
TWM
322
Triton Wealth Management
Arizona
$539K – – –
PCA
323
Permit Capital Advisors
Pennsylvania
$532K +$532K +21,782 New
CSIA
324
Charles Schwab Investment Advisory
California
$529K -$87K -3,440 -14%
OCM
325
One Capital Management
California
$529K -$5.56K -220 -1%
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