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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 %
VCM
401
Vivaldi Capital Management
Illinois
$278K -$20.1K -864 -7%
US Bancorp
402
US Bancorp
Minnesota
$276K +$10.8K +474 +4%
SBH
403
Segall Bryant & Hamill
Illinois
$272K -$42.8K -1,876 -14%
GGI
404
Godsey & Gibb Inc
Virginia
$270K +$270K +11,822 New
FHC
405
Fort Henry Capital
West Virginia
$269K – – –
PFBT
406
Parkside Financial Bank & Trust
Missouri
$267K +$49.8K +2,180 +23%
AFA
407
AllGen Financial Advisors
Florida
$266K -$129K -5,644 -33%
Prudential Financial
408
Prudential Financial
New Jersey
$265K +$5.52K +242 +2%
FHA
409
Flagship Harbor Advisors
Massachusetts
$263K +$959 +42 +0.4%
QCMNJ
410
Quantum Capital Management (New Jersey)
New Jersey
$262K +$5.66K +248 +2%
AFS
411
Access Financial Services
Minnesota
$261K – – –
CPA
412
Cardiff Park Advisors
California
$257K +$2.37K +104 +0.9%
RDIA
413
RE Dickinson Investment Advisors
Iowa
$256K +$44.3K +1,944 +21%
SFO
414
Stokes Family Office
Louisiana
$254K -$382K -16,746 -60%
CIP
415
Capital Insight Partners
Arizona
$254K -$14.4K -630 -5%
RPA
416
Rock Point Advisors
Vermont
$253K +$10.9K +480 +5%
WWM
417
Western Wealth Management
Colorado
$251K -$261K -11,446 -51%
ACP
418
Arcus Capital Partners
Georgia
$242K – – –
OL
419
Owen LaRue
Kentucky
$242K +$242K +10,486 New
TIM
420
Total Investment Management
Arizona
$232K +$1.83K +80 +0.8%
SA
421
SRH Advisors
Kansas
$229K – – –
BWA
422
BDO Wealth Advisors
Florida
$228K – – –
REMPR
423
Roof Eidam Maycock Peralta (REMP)
California
$228K +$4.11K +180 +2%
CWM
424
Cabot Wealth Management
Massachusetts
$227K -$58.6K -2,570 -21%
RFG
425
Range Financial Group
Oregon
$226K -$40.5K -1,776 -15%
15 16
17
18 19