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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 %
MLA
301
My Legacy Advisors
Oregon
$526K +$526K +21,968 New
CAN
302
Cetera Advisor Networks
California
$524K -$1.45M -60,756 -73%
HF
303
HRT Financial
New York
$521K -$1.07M -44,766 -67%
KLI
304
Kelman-Lazarov Inc
Tennessee
$521K -$187K -7,828 -26%
NL
305
NWAM LLC
Washington
$519K +$176K +7,298 +51%
S
306
SignatureFD
Georgia
$514K -$53.9K -2,254 -9%
WF
307
Wayfinding Financial
Washington
$514K +$13.5K +566 +3%
EWM
308
Endowment Wealth Management
Wisconsin
$498K -$2.35K -98 -0.5%
CCM
309
Coldstream Capital Management
Washington
$498K +$30.6K +1,276 +7%
HWA
310
HHM Wealth Advisors
Tennessee
$497K -$90.1K -3,760 -15%
OCM
311
One Capital Management
California
$496K -$4.78K -200 -1%
CST
312
Charles Schwab Trust
Nevada
$492K -$893K -37,302 -64%
IAP
313
Indie Asset Partners
Indiana
$485K +$48 +2 +0%
KJWM
314
Kiley Juergens Wealth Management
Washington
$484K -$113K -4,708 -19%
AAS
315
Ameritas Advisory Services
Nebraska
$480K +$11.5K +482 +2%
LHEI
316
Leo H. Evart Inc
California
$476K +$2.78K +116 +0.6%
JCIA
317
Jackson Creek Investment Advisors
Colorado
$473K -$63.4K -2,586 -12%
FC
318
Financial Consulate
Maryland
$470K – – –
MI
319
Moneywise Inc
Virginia
$469K +$2.73K +114 +0.6%
MCC
320
Money Concepts Capital
Florida
$461K -$63.1K -2,622 -12%
RW
321
REDW Wealth
New Mexico
$457K -$38.7K -1,618 -8%
WF
322
Whelan Financial
California
$452K -$6.12K -256 -1%
SAM
323
Strategic Asset Management
Minnesota
$450K -$25.2K -1,052 -5%
RI
324
Rinkey Investments
California
$448K +$10.2K +416 +2%
EAM
325
Empirical Asset Management
Massachusetts
$446K -$6.27K -262 -1%
11 12
13
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