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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

532 hedge funds and large institutions have $3.96B invested in Schwab US Aggregate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 165 increasing their positions, 256 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
-7
Holders Change %
-1.3%
% of All Funds
9%
Holding in Top 10
60
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.01%
New
54
Increased
165
Reduced
256
Closed
56
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$66.1M
2
DWM
Destination Wealth Management
California
$57.7M
3
TF
Theory Financial
Colorado
$22M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$301M
5
AO
Advisor OS
Illinois
$19.1M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$12.4M
2
FEG
Fund Evaluation Group
Ohio
$0
3
5L
55I LLC
Massachusetts
$0
4
MFRM
Milliman Financial Risk Management
Illinois
$116M
5
SFPM
Sensible Financial Planning & Management
Massachusetts
$3.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
401
Capital Investment Advisory Services
North Carolina
$242K +$35.8K +1,492 +17%
TIM
402
Total Investment Management
Arizona
$240K -$103K -4,290 -30%
SA
403
SRH Advisors
Kansas
$240K – – –
B
404
Bensler
Washington
$236K +$1.25K +52 +0.5%
SFG
405
Sage Financial Group
Pennsylvania
$236K +$236K +9,872 New
TA
406
TrueWealth Advisors
Alabama
$235K -$302K -12,602 -56%
REMPR
407
Roof Eidam Maycock Peralta (REMP)
California
$234K – – –
RCC
408
Red Cedar Capital
Nebraska
$229K +$1.34K +56 +0.6%
PFBT
409
Parkside Financial Bank & Trust
Missouri
$227K -$12.5K -522 -5%
FM
410
Foster & Motley
Ohio
$226K +$30.1K +1,258 +15%
RJA
411
Raymond James & Associates
Florida
$226K +$226K +9,450 New
CMA
412
Cedar Mountain Advisors
Oregon
$223K -$27.4K -1,146 -11%
CCA
413
Clearwater Capital Advisors
Illinois
$220K +$7.37K +308 +3%
AIP
414
Almanack Investment Partners
Pennsylvania
$219K +$287 +12 +0.1%
AFG
415
Alterity Financial Group
Maine
$217K +$217K +9,052 New
AC
416
Apella Capital
Connecticut
$217K +$217K +9,084 New
SSWM
417
Sheets Smith Wealth Management
North Carolina
$215K – – –
FCIM
418
Fairview Capital Investment Management
California
$214K – – –
BDF
419
Black Diamond Financial
Maryland
$213K -$32.6K -1,360 -13%
TSS
420
Two Sigma Securities
New York
$212K +$212K +8,846 New
LWAC
421
Laurel Wealth Advisors (California)
California
$209K -$4.5K -188 -2%
PA
422
Pinnacle Associates
New York
$209K – – –
MA
423
MCF Advisors
Kentucky
$208K +$861 +36 +0.4%
RF
424
Resolute Financial
Massachusetts
$206K +$1.24K +52 +0.6%
AIM
425
AHL Investment Management
Florida
$205K +$525 +22 +0.3%
15 16
17
18 19