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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 %
GCA
326
Genesee Capital Advisors
New York
$408K +$1.68K +74 +0.4%
WF
327
Whelan Financial
California
$402K -$26.1K -1,150 -6%
RW
328
REDW Wealth
New Mexico
$397K -$36K -1,586 -8%
AFA
329
AllGen Financial Advisors
Florida
$392K +$2.49K +110 +0.6%
SP
330
Successful Portfolios
Florida
$391K -$17.6K -778 -4%
TCWM
331
Total Clarity Wealth Management
Illinois
$391K +$101K +4,446 +35%
Royal Bank of Canada
332
Royal Bank of Canada
Ontario, Canada
$390K -$110K -4,838 -22%
SAM
333
Silverhawk Asset Management
Arizona
$389K – – –
BS
334
Boenning & Scattergood
Pennsylvania
$381K +$18.1K +800 +5%
MSFS
335
Main Street Financial Solutions
Pennsylvania
$378K -$5.31K -234 -1%
UWM
336
USAdvisors Wealth Management
Minnesota
$378K -$1.13K -50 -0.3%
SIA
337
SkyView Investment Advisors
New Jersey
$376K -$8.57K -378 -2%
FCAG
338
First Capital Advisors Group
New Jersey
$376K -$8.57K -378 -2%
IFA
339
Index Fund Advisors
California
$374K +$133K +5,858 +55%
LHEI
340
Leo H. Evart Inc
California
$371K -$79.6K -3,512 -18%
JPMorgan Chase & Co
341
JPMorgan Chase & Co
New York
$367K +$4.17K +184 +1%
AL
342
Aspiriant LLC
California
$364K -$3.27K -144 -0.9%
PWMG
343
Prestige Wealth Management Group
New Jersey
$363K +$224K +9,880 +161%
ZIM
344
Zacks Investment Management
Illinois
$351K +$351K +15,496 New
H
345
HoyleCohen
California
$350K -$5.21K -230 -1%
RFN
346
RDA Financial Network
Iowa
$341K +$30.5K +1,346 +10%
TWM
347
Triton Wealth Management
Arizona
$333K -$11.9K -522 -3%
AIMC
348
Alley Investment Management Company
Illinois
$333K +$1.77K +78 +0.5%
MCM
349
Maple Capital Management
Vermont
$330K -$75.3K -3,326 -19%
ASFA
350
All Season Financial Advisors
Colorado
$327K +$1.13K +50 +0.3%
12 13
14
15 16