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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 %
EWM
326
Endowment Wealth Management
Wisconsin
$528K -$3.24K -128 -0.6%
BFIC
327
Bedell Frazier Investment Counselling
California
$526K – – –
RW
328
REDW Wealth
New Mexico
$524K -$7.09K -280 -1%
SP
329
Successful Portfolios
Florida
$519K -$131K -5,176 -20%
IAP
330
Indie Asset Partners
Indiana
$513K – – –
AP
331
Appleton Partners
Massachusetts
$508K – – –
SAM
332
Strategic Asset Management
Minnesota
$502K +$439K +17,362 +693%
PFS
333
Prospera Financial Services
Texas
$501K -$81.8K -3,228 -14%
WF
334
Wayfinding Financial
Washington
$500K +$72.5K +3,038 +17%
LHEI
335
Leo H. Evart Inc
California
$500K +$93K +3,678 +23%
FC
336
Financial Consulate
Maryland
$497K – – –
AAS
337
Ameritas Advisory Services
Nebraska
$495K +$67.2K +2,658 +16%
CCM
338
Coldstream Capital Management
Washington
$494K – – –
MI
339
Moneywise Inc
Virginia
$493K -$30.6K -1,210 -6%
MCM
340
Maple Capital Management
Vermont
$486K +$78.2K +3,092 +19%
WF
341
Whelan Financial
California
$484K -$10.5K -414 -2%
KWA
342
KCS Wealth Advisory
California
$483K -$131K -5,176 -21%
SPIA
343
Steward Partners Investment Advisory
New York
$482K – – –
EAM
344
Empirical Asset Management
Massachusetts
$478K +$74.9K +2,962 +19%
RDIA
345
RE Dickinson Investment Advisors
Iowa
$476K -$5.43M -214,648 -92%
SAM
346
Silverhawk Asset Management
Arizona
$474K -$188K -7,444 -28%
WFA
347
Wipfli Financial Advisors
Wisconsin
$465K -$124K -4,892 -21%
AL
348
Aspiriant LLC
California
$458K -$11.8K -466 -3%
MSFS
349
Main Street Financial Solutions
Pennsylvania
$458K +$253 +10 +0.1%
HFA
350
HC Financial Advisors
California
$457K -$24K -950 -5%
12 13
14
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