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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 %
LWMT
351
Legacy Wealth Management (Tennessee)
Tennessee
$320K -$3.04M -134,316 -90%
GWA
352
Geometric Wealth Advisors
District of Columbia
$318K +$2K +88 +0.6%
RWM
353
RBA Wealth Management
California
$315K +$55.6K +2,454 +21%
WA
354
WESPAC Advisors
California
$314K +$314K +13,860 New
AWM
355
Apollon Wealth Management
South Carolina
$313K -$82.4K -3,636 -21%
SBH
356
Segall Bryant & Hamill
Illinois
$313K +$6.66K +294 +2%
MWM
357
Meridian Wealth Management
Kentucky
$308K +$66.9K +2,950 +28%
RK
358
Rather & Kittrell
Tennessee
$307K – – –
QCG
359
Quadrant Capital Group
Ohio
$292K +$22.9K +1,012 +9%
VVP
360
Venture Visionary Partners
Ohio
$289K +$136 +6 +0%
VCM
361
Vivaldi Capital Management
Illinois
$288K -$39.8K -1,772 -12%
ACG
362
Allen Capital Group
Nebraska
$288K -$4.76K -210 -2%
BPWM
363
Badgley Phelps Wealth Managers
Washington
$288K – – –
AWA
364
Acorn Wealth Advisors
Michigan
$286K +$6.21K +274 +2%
PWA
365
Providence Wealth Advisors
Illinois
$285K -$58.8K -2,642 -17%
BWP
366
BSW Wealth Partners
Colorado
$285K +$4.85K +214 +2%
CWM
367
Cabot Wealth Management
Massachusetts
$284K -$60.9K -2,684 -18%
LF
368
Lee Financial
Texas
$278K -$25.6K -1,132 -8%
S
369
SignatureFD
Georgia
$270K -$216K -9,542 -44%
FHC
370
Fort Henry Capital
West Virginia
$267K – – –
CIP
371
Capital Insight Partners
Arizona
$266K – – –
RFG
372
Range Financial Group
Oregon
$264K -$130K -5,736 -33%
US Bancorp
373
US Bancorp
Minnesota
$263K +$11.2K +496 +4%
FHA
374
Flagship Harbor Advisors
Massachusetts
$260K – – –
AFS
375
Access Financial Services
Minnesota
$259K – – –
13 14
15
16 17