SCHZ icon

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 %
Prudential Financial
376
Prudential Financial
New Jersey
$258K +$21.2K +936 +9%
MMA
377
Miracle Mile Advisors
California
$255K -$115K -5,078 -31%
PFS
378
Prospera Financial Services
Texas
$255K -$59.8K -2,634 -19%
SFG
379
StrategIQ Financial Group
Indiana
$255K +$8.47K +374 +3%
QCMNJ
380
Quantum Capital Management (New Jersey)
New Jersey
$254K +$6.79K +300 +3%
CPA
381
Cardiff Park Advisors
California
$253K +$1.59K +70 +0.6%
RPA
382
Rock Point Advisors
Vermont
$241K -$454 -20 -0.2%
ACP
383
Arcus Capital Partners
Georgia
$240K +$995 +44 +0.4%
APA
384
American Portfolios Advisors
New York
$239K +$816 +36 +0.3%
OPS
385
Orion Portfolio Solutions
Nebraska
$238K +$238K +10,526 New
EHC
386
Everett Harris & Co
California
$233K – – –
TIM
387
Total Investment Management
Arizona
$229K +$1.23K +54 +0.5%
MA
388
McBroom & Associates
Nevada
$228K -$80.9K -3,564 -26%
SA
389
SRH Advisors
Kansas
$228K – – –
BWA
390
BDO Wealth Advisors
Florida
$227K -$138K -6,100 -38%
B
391
Bensler
Washington
$225K +$1.22K +54 +0.5%
AP
392
Appleton Partners
Massachusetts
$225K -$26.8K -1,184 -11%
SSWM
393
Sheets Smith Wealth Management
North Carolina
$224K +$20.9K +924 +10%
TA
394
TrueWealth Advisors
Alabama
$223K +$904 +40 +0.4%
REMPR
395
Roof Eidam Maycock Peralta (REMP)
California
$222K – – –
ICG
396
InterOcean Capital Group
Tennessee
$220K -$13.4K -590 -6%
RCC
397
Red Cedar Capital
Nebraska
$218K +$1.36K +60 +0.6%
PFBT
398
Parkside Financial Bank & Trust
Missouri
$216K +$1.23K +54 +0.6%
RDIA
399
RE Dickinson Investment Advisors
Iowa
$210K -$102K -4,506 -33%
MA
400
MONECO Advisors
Connecticut
$206K -$76.4K -3,366 -27%
14 15
16
17 18