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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 %
RI
351
Rinkey Investments
California
$425K – – –
JPMorgan Chase & Co
352
JPMorgan Chase & Co
New York
$419K +$49K +2,144 +13%
EAM
353
Empirical Asset Management
Massachusetts
$418K -$776 -34 -0.2%
Corient Private Wealth
354
Corient Private Wealth
Florida
$417K +$417K +18,286 New
AWM
355
Aspire Wealth Management
Massachusetts
$413K -$1.6K -70 -0.4%
GI
356
GS Investments
Minnesota
$412K +$1.14K +50 +0.3%
RW
357
REDW Wealth
New Mexico
$408K +$8.13K +356 +2%
GCA
358
Genesee Capital Advisors
New York
$407K -$4.43K -194 -1%
BS
359
Boenning & Scattergood
Pennsylvania
$404K -$21.3K -840 -5%
WF
360
Whelan Financial
California
$401K -$3.7K -162 -0.9%
SAM
361
Silverhawk Asset Management
Arizona
$398K +$6.62K +290 +2%
BCM
362
Brookstone Capital Management
Illinois
$397K -$614K -26,344 -61%
FI
363
FIDELIS iM
Oregon
$395K -$508K -22,250 -56%
RFN
364
RDA Financial Network
Iowa
$387K +$43.3K +1,896 +13%
Royal Bank of Canada
365
Royal Bank of Canada
Ontario, Canada
$385K -$7.43K -326 -2%
IFA
366
Index Fund Advisors
California
$380K +$3.51K +154 +0.9%
MWM
367
Meridian Wealth Management
Kentucky
$370K +$59.5K +2,608 +19%
SPWG
368
Syntegra Private Wealth Group
Missouri
$370K +$370K +16,188 New
EA
369
Evolution Advisers
Virginia
$356K +$356K +15,624 New
H
370
HoyleCohen
California
$355K +$2.28K +100 +0.6%
ZIM
371
Zacks Investment Management
Illinois
$353K -$685 -30 -0.2%
KLI
372
Kelman-Lazarov Inc
Tennessee
$352K -$280K -12,254 -44%
GWA
373
Geometric Wealth Advisors
District of Columbia
$350K +$30K +1,314 +9%
WAM
374
Worth Asset Management
Texas
$344K -$176K -7,722 -34%
MCM
375
Maple Capital Management
Vermont
$342K +$8.86K +388 +3%
13 14
15
16 17