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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 %
SBWIC
376
Schaper Benz & Wise Investment Counsel
Wisconsin
$357K +$357K +14,116 New
VCM
377
Vivaldi Capital Management
Illinois
$352K -$58.2K -2,408 -14%
CIC
378
Carnegie Investment Counsel
Ohio
$352K -$14.2K -560 -4%
BWP
379
BSW Wealth Partners
Colorado
$352K -$1.77K -70 -0.5%
G
380
Gainplan
Michigan
$346K -$206K -8,130 -37%
RK
381
Rather & Kittrell
Tennessee
$343K +$60.5K +2,394 +21%
UB
382
UMB Bank
Missouri
$342K +$911 +36 +0.3%
SBH
383
Segall Bryant & Hamill
Illinois
$342K +$342K +13,516 New
BFM
384
Broadview Financial Management
Wisconsin
$341K +$51.6K +2,044 +18%
VVP
385
Venture Visionary Partners
Ohio
$322K -$29.4K -1,164 -8%
PAM
386
Peak Asset Management
Colorado
$322K -$8.24K -326 -2%
QCG
387
Quadrant Capital Group
Ohio
$319K +$10.6K +418 +3%
MMA
388
Miracle Mile Advisors
California
$319K +$24.2K +958 +8%
VA
389
Valmark Advisers
Ohio
$318K +$82.5K +3,260 +35%
MA
390
MONECO Advisors
Connecticut
$314K -$85.5K -3,380 -21%
ACG
391
Allen Capital Group
Nebraska
$314K +$4.4K +174 +1%
Prudential Financial
392
Prudential Financial
New Jersey
$313K +$32.6K +1,292 +12%
FHA
393
Flagship Harbor Advisors
Massachusetts
$310K – – –
RWM
394
RBA Wealth Management
California
$310K +$7.68K +304 +3%
WSTAM
395
Wilbanks Smith & Thomas Asset Management
Virginia
$308K -$4.77K -198 -2%
RMDI
396
R.M. Davis Inc
Maine
$303K – – –
SFG
397
StrategIQ Financial Group
Indiana
$296K -$65.5K -2,588 -18%
WFA
398
West Financial Advisors
Iowa
$294K -$47.6K -1,882 -14%
AFS
399
Access Financial Services
Minnesota
$289K – – –
AWA
400
Acorn Wealth Advisors
Michigan
$288K -$3.99K -158 -1%
14 15
16
17 18