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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 %
WAS
326
Wealth Advisory Solutions
Indiana
$516K – – –
PEA
327
Park Edge Advisors
Ohio
$515K +$515K +22,584 New
Wells Fargo
328
Wells Fargo
California
$509K -$172K -7,520 -25%
MA
329
Modus Advisors
Minnesota
$507K -$4.73M -207,016 -90%
BMCM
330
Burns Matteson Capital Management
New York
$503K -$251K -10,988 -33%
OPS
331
Orion Portfolio Solutions
Nebraska
$502K +$262K +11,464 +109%
SPA
332
Sentinel Pension Advisors
Massachusetts
$500K -$43.5K -1,904 -8%
CIC
333
Carnegie Investment Counsel
Ohio
$495K -$8.17K -358 -2%
BWM
334
BCS Wealth Management
Tennessee
$475K -$7.49K -328 -2%
WF
335
Wayfinding Financial
Washington
$472K -$83.9K -3,184 -15%
CWM
336
Cahaba Wealth Management
Georgia
$472K +$472K +20,668 New
OCM
337
One Capital Management
California
$471K – – –
HWA
338
HHM Wealth Advisors
Tennessee
$470K -$27.8K -1,220 -6%
RBFC
339
Roman Butler Fullerton & Co
Missouri
$468K +$468K +19,908 New
WFS
340
Walker Financial Services
Kentucky
$464K -$55.4K -2,360 -11%
EWM
341
Endowment Wealth Management
Wisconsin
$464K -$3.24K -142 -0.7%
AWS
342
AJ Wealth Strategies
New York
$458K -$2.62M -114,702 -85%
HWMA
343
Heritage Wealth Management (Arizona)
Arizona
$454K +$255K +11,180 +129%
CCG
344
Chatham Capital Group
Georgia
$452K +$452K +19,796 New
SHWM
345
Silicon Hills Wealth Management
Texas
$451K -$35.4K -1,552 -7%
RIA
346
Regal Investment Advisors
Michigan
$450K -$42K -1,840 -9%
FC
347
Financial Consulate
Maryland
$449K – – –
LWMT
348
Legacy Wealth Management (Tennessee)
Tennessee
$442K +$119K +5,224 +37%
GFS
349
GYL Financial Synergies
Connecticut
$436K +$436K +19,104 New
MI
350
Moneywise Inc
Virginia
$435K -$10.3K -450 -2%
12 13
14
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