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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
1
Goldman Sachs
New York
$91.8M
2
DWM
2
Destination Wealth Management
California
$111M
3
BAAM
3
Baker Avenue Asset Management
California
$69.2M
4
Charles Schwab
4
Charles Schwab
California
$909M
5
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$29.5M

Top Sellers

1
OIA
1
OneDigital Investment Advisors
Kansas
$112M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$279M
3
HCM
3
Hengehold Capital Management
Ohio
$43.7M
4
NRI
4
NFP Retirement Inc
California
$6.67M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$85.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
VDI
301
Vaughan David Investments
Illinois
$604K -$685 -30 -0.1%
AAS
302
Ameritas Advisory Services
Nebraska
$601K +$124K +5,428 +26%
BAMG
303
Brand Asset Management Group
Missouri
$601K +$5.16K +226 +0.9%
PFA
304
Pure Financial Advisors
California
$601K -$375K -16,444 -38%
AFP
305
Ausdal Financial Partners
Iowa
$593K -$145K -6,372 -20%
HWM
306
HB Wealth Management
Georgia
$591K +$145K +6,340 +32%
SWA
307
Sightline Wealth Advisors
Connecticut
$587K -$166K -7,262 -22%
PAG
308
Private Advisor Group
New Jersey
$587K +$46.8K +3,258 +9%
AC
309
Abbrea Capital
California
$587K -$286K -12,510 -33%
CFGSD
310
Compass Financial Group (South Dakota)
South Dakota
$576K +$576K +25,214 New
DWP
311
Daymark Wealth Partners
Ohio
$570K +$570K +24,964 New
FW
312
FirstPurpose Wealth
Utah
$558K -$233K -10,222 -29%
CAN
313
Cetera Advisor Networks
California
$556K +$37.5K +1,642 +7%
LF
314
Lee Financial
Texas
$553K +$273K +11,942 +97%
IAP
315
Indie Asset Partners
Indiana
$552K +$45.7K +2,000 +9%
RGF
316
Retirement Guys Formula
Ohio
$549K -$90.4K -3,962 -14%
BG
317
Benedetti & Gucer
Georgia
$548K -$7.85K -344 -1%
LGG
318
Luts & Greenleigh Group
Maryland
$545K +$545K +23,896 New
DIS
319
Diversified Investment Strategies
Louisiana
$545K – – –
FCA
320
FLC Capital Advisors
California
$542K -$9.2M -403,096 -94%
PAG
321
Powers Advisory Group
Illinois
$538K -$14.2K -620 -3%
FWA
322
Freedom Wealth Alliance
Wisconsin
$533K +$533K +23,358 New
SAM
323
Sawgrass Asset Management
Florida
$533K -$252K -11,046 -32%
BFA
324
Beacon Financial Advisory
Ohio
$528K -$9.4K -412 -2%
PFC
325
Phocas Financial Corp
California
$526K -$221K -9,670 -30%
11 12
13
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