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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
$225M
3
5L
55I LLC
Massachusetts
$55.4M
4
Creative Planning
Creative Planning
Kansas
$56.5M
5
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
$29.3M

Top Sellers

1
RA
Rational Advisors
New York
$0
2
APP
Avantax Planning Partners
Iowa
$96.9M
3
Charles Schwab
Charles Schwab
California
$983M
4
HighTower Advisors
HighTower Advisors
Illinois
$52.3M
5
DWM
Destination Wealth Management
California
$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
401
American Portfolios Advisors
New York
$286K -$860 -34 -0.3%
CPA
402
Cardiff Park Advisors
California
$279K +$1.01K +40 +0.4%
QCMNJ
403
Quantum Capital Management (New Jersey)
New Jersey
$278K -$8.55K -338 -3%
RIA
404
Regal Investment Advisors
Michigan
$278K +$80.9K +3,202 +41%
CIAS
405
CFS Investment Advisory Services
New Jersey
$277K +$272K +27,423,522 +5,033%
FHC
406
Fort Henry Capital
West Virginia
$274K -$43.1K -1,474 -14%
RPA
407
Rock Point Advisors
Vermont
$269K +$1.26K +50 +0.5%
CMA
408
Cedar Mountain Advisors
Oregon
$264K -$25.7K -1,018 -9%
FLA
409
Financial Life Advisors
Texas
$263K -$61.2K -2,416 -19%
EHC
410
Everett Harris & Co
California
$260K – – –
FWM
411
Frontier Wealth Management
Missouri
$259K -$44.3K -1,800 -15%
BDF
412
Black Diamond Financial
Maryland
$259K +$3.39K +134 +1%
GBWM
413
Granite Bay Wealth Management
New Hampshire
$256K -$121K -4,800 -32%
SA
414
SRH Advisors
Kansas
$254K – – –
SFP
415
Strategic Financial Planning
Texas
$253K -$45.6K -1,804 -15%
LCM
416
Liberty Capital Management
Michigan
$253K -$42.5K -1,680 -14%
PFBT
417
Parkside Financial Bank & Trust
Missouri
$253K +$2.38K +94 +1%
B
418
Bensler
Washington
$248K +$248K +9,826 New
CIP
419
Capital Insight Partners
Arizona
$248K -$32.1K -1,270 -11%
REMPR
420
Roof Eidam Maycock Peralta (REMP)
California
$248K – – –
WAM
421
Worth Asset Management
Texas
$248K +$248K +10,210 New
NGA
422
Naples Global Advisors
Florida
$243K – – –
AIP
423
Almanack Investment Partners
Pennsylvania
$231K +$231K +9,140 New
SWM
424
Southern Wealth Management
Texas
$230K +$859 +34 +0.4%
CFS
425
CRA Financial Services
New Jersey
$228K -$30.3K -1,200 -12%
15 16
17
18 19