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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 %
AFA
351
AllGen Financial Advisors
Florida
$439K -$52.7K -2,086 -11%
PWA
352
Providence Wealth Advisors
Illinois
$434K +$11.6K +460 +3%
RI
353
Rinkey Investments
California
$433K +$3.82K +158 +0.9%
SIA
354
SkyView Investment Advisors
New Jersey
$429K +$429K +17,914 New
GI
355
GS Investments
Minnesota
$425K -$32.2K -1,320 -7%
UWM
356
USAdvisors Wealth Management
Minnesota
$424K -$79.3K -3,136 -16%
CGFA
357
Colton Groome Financial Advisors
North Carolina
$421K -$49.6K -1,964 -11%
JPMorgan Chase & Co
358
JPMorgan Chase & Co
New York
$421K +$12.7K +502 +3%
CWM
359
Cabot Wealth Management
Massachusetts
$415K -$13.9K -550 -3%
Thrivent Financial for Lutherans
360
Thrivent Financial for Lutherans
Minnesota
$414K +$414K +16,366 New
IFA
361
Index Fund Advisors
California
$413K +$961 +38 +0.2%
BWA
362
BDO Wealth Advisors
Florida
$407K – – –
BS
363
Boenning & Scattergood
Pennsylvania
$404K -$23.8K -940 -6%
H
364
HoyleCohen
California
$395K +$961 +38 +0.2%
HDIM
365
Hanson & Doremus Investment Management
Vermont
$388K -$6.27K -248 -2%
ZIM
366
Zacks Investment Management
Illinois
$387K +$47.2K +1,866 +14%
RGF
367
Retirement Guys Formula
Ohio
$381K -$2.02M -79,870 -84%
AIMC
368
Alley Investment Management Company
Illinois
$380K +$380K +15,028 New
RFG
369
Range Financial Group
Oregon
$376K +$376K +14,888 New
HWMG
370
Hurlow Wealth Management Group
Indiana
$372K -$146K -5,766 -28%
TIM
371
Total Investment Management
Arizona
$362K -$223K -8,830 -38%
SWM
372
Spire Wealth Management
Virginia
$361K -$299K -11,838 -45%
NL
373
NWAM LLC
Washington
$361K +$361K +14,262 New
ASFA
374
All Season Financial Advisors
Colorado
$360K +$3.79K +150 +1%
GWA
375
Geometric Wealth Advisors
District of Columbia
$359K +$359K +14,190 New
13 14
15
16 17