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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

532 hedge funds and large institutions have $3.96B invested in Schwab US Aggregate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 165 increasing their positions, 256 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
-7
Holders Change %
-1.3%
% of All Funds
9%
Holding in Top 10
60
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.01%
New
54
Increased
165
Reduced
256
Closed
56
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$49.7M
2
DWM
Destination Wealth Management
California
+$44.1M
3
TF
Theory Financial
Colorado
+$22M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$20.5M
5
AO
Advisor OS
Illinois
+$19.1M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$657M
2
FEG
Fund Evaluation Group
Ohio
-$243M
3
5L
55I LLC
Massachusetts
-$55.4M
4
MFRM
Milliman Financial Risk Management
Illinois
-$47.3M
5
SFPM
Sensible Financial Planning & Management
Massachusetts
-$40.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
351
Carnegie Investment Counsel
Ohio
$369K +$36.1K +1,510 +11%
TWM
352
Triton Wealth Management
Arizona
$367K -$132K -5,444 -27%
RIA
353
Regal Investment Advisors
Michigan
$365K +$102K +4,268 +39%
CWM
354
Cabot Wealth Management
Massachusetts
$364K -$28.6K -1,196 -7%
SCM
355
Stonehearth Capital Management
Massachusetts
$353K +$353K +14,802 New
AIMC
356
Alley Investment Management Company
Illinois
$350K -$9.57K -400 -3%
VCM
357
Vivaldi Capital Management
Illinois
$349K +$144 +6 +0%
ASFA
358
All Season Financial Advisors
Colorado
$344K +$2.92K +122 +0.9%
GWA
359
Geometric Wealth Advisors
District of Columbia
$334K -$6.14K -256 -2%
PFS
360
Prospera Financial Services
Texas
$333K -$142K -5,900 -30%
RFN
361
RDA Financial Network
Iowa
$328K +$328K +13,702 New
MA
362
McBroom & Associates
Nevada
$326K -$323K -13,470 -50%
SBH
363
Segall Bryant & Hamill
Illinois
$325K – – –
RPG
364
Resource Planning Group
Georgia
$324K -$225K -9,384 -41%
RK
365
Rather & Kittrell
Tennessee
$324K – – –
LF
366
Lee Financial
Texas
$321K -$790K -33,010 -71%
ACG
367
Allen Capital Group
Nebraska
$309K +$11.7K +488 +4%
TCWM
368
Total Clarity Wealth Management
Illinois
$307K +$307K +12,810 New
VVP
369
Venture Visionary Partners
Ohio
$306K +$814 +34 +0.3%
BPWM
370
Badgley Phelps Wealth Managers
Washington
$304K +$304K +12,700 New
MA
371
MONECO Advisors
Connecticut
$298K +$527 +22 +0.2%
BWP
372
BSW Wealth Partners
Colorado
$296K -$37.1K -1,550 -11%
AWA
373
Acorn Wealth Advisors
Michigan
$296K +$22.7K +946 +8%
DAS
374
Dynamic Advisor Solutions
Arizona
$294K +$294K +12,278 New
AWA
375
Arete Wealth Advisors
Illinois
$289K +$289K +18,616 New
13 14
15
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