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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 %
BC
301
Bowman & Company
Wisconsin
$507K +$275K +12,156 +119%
IAP
302
Indie Asset Partners
Indiana
$503K +$43.6K +1,926 +9%
WFS
303
Walker Financial Services
Kentucky
$502K +$1.72K +76 +0.3%
CIC
304
Carnegie Investment Counsel
Ohio
$499K +$150K +6,612 +43%
Mirae Asset Global Investments
305
Mirae Asset Global Investments
South Korea
$498K -$29.3K -1,288 -6%
SAM
306
Strategic Asset Management
Minnesota
$495K +$68.5K +3,024 +16%
HWA
307
HHM Wealth Advisors
Tennessee
$494K +$23.8K +1,050 +5%
RIA
308
Regal Investment Advisors
Michigan
$489K +$143K +6,304 +41%
TWP
309
Tempus Wealth Planning
California
$485K +$485K +21,408 New
SHWM
310
Silicon Hills Wealth Management
Texas
$482K -$98.3K -4,344 -17%
NCM
311
Northwest Capital Management
Oregon
$482K -$58.6K -2,584 -11%
BWM
312
BCS Wealth Management
Tennessee
$479K -$45.4K -2,004 -9%
WF
313
Wayfinding Financial
Washington
$477K -$9.5K -420 -2%
AAS
314
Ameritas Advisory Services
Nebraska
$474K +$19.3K +850 +4%
OCM
315
One Capital Management
California
$467K -$2.22K -98 -0.5%
EWM
316
Endowment Wealth Management
Wisconsin
$464K -$7.39K -326 -2%
FC
317
Financial Consulate
Maryland
$445K – – –
HWM
318
HB Wealth Management
Georgia
$443K -$200K -8,836 -31%
MI
319
Moneywise Inc
Virginia
$442K -$1.86K -82 -0.4%
JCIA
320
Jackson Creek Investment Advisors
Colorado
$435K -$1.49K -66 -0.3%
LCM
321
Leisure Capital Management
California
$428K +$428K +18,900 New
RI
322
Rinkey Investments
California
$423K +$6.81K +300 +2%
EAM
323
Empirical Asset Management
Massachusetts
$416K -$6.67K -294 -2%
AWM
324
Aspire Wealth Management
Massachusetts
$411K +$326K +14,406 +384%
GI
325
GS Investments
Minnesota
$408K -$1.81K -80 -0.4%
11 12
13
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