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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 %
RWM
376
RBA Wealth Management
California
$341K +$23.3K +1,022 +7%
AIMC
377
Alley Investment Management Company
Illinois
$333K -$2.88K -126 -0.9%
ASFA
378
All Season Financial Advisors
Colorado
$330K +$913 +40 +0.3%
TWM
379
Triton Wealth Management
Arizona
$329K -$15.9K -672 -5%
WA
380
WESPAC Advisors
California
$324K +$7.49K +328 +2%
FCAG
381
First Capital Advisors Group
New Jersey
$318K -$60.1K -2,634 -16%
SIA
382
SkyView Investment Advisors
New Jersey
$318K -$60.1K -2,634 -16%
MSFS
383
Main Street Financial Solutions
Pennsylvania
$317K -$63.2K -2,770 -17%
TCWM
384
Total Clarity Wealth Management
Illinois
$317K -$77K -3,374 -20%
BCM
385
Barden Capital Management
Texas
$317K -$2.38M -104,142 -88%
AWM
386
Apollon Wealth Management
South Carolina
$316K +$502 +22 +0.2%
LCM
387
Leisure Capital Management
California
$312K -$119K -5,230 -28%
QCG
388
Quadrant Capital Group
Ohio
$309K +$15.2K +664 +5%
SP
389
Successful Portfolios
Florida
$304K -$89.4K -3,918 -23%
XF
390
XML Financial
Maryland
$301K +$301K +13,184 New
ANTB
391
AMG National Trust Bank
Colorado
$297K +$297K +13,020 New
PWA
392
Providence Wealth Advisors
Illinois
$293K -$2.54K -110 -0.9%
VVP
393
Venture Visionary Partners
Ohio
$292K +$274 +12 +0.1%
BWP
394
BSW Wealth Partners
Colorado
$289K +$2.28K +100 +0.8%
AWA
395
Acorn Wealth Advisors
Michigan
$288K -$594 -26 -0.2%
RSWM
396
Robertson Stephens Wealth Management
California
$286K +$286K +12,522 New
SFG
397
StrategIQ Financial Group
Indiana
$284K +$26.9K +1,180 +10%
CGFA
398
Colton Groome Financial Advisors
North Carolina
$281K +$281K +12,326 New
MMA
399
Miracle Mile Advisors
California
$281K +$23.8K +1,042 +9%
BPWM
400
Badgley Phelps Wealth Managers
Washington
$280K -$9.82K -430 -3%
14 15
16
17 18