SCHZ icon

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 %
RCC
426
Red Cedar Capital
Nebraska
$222K +$2.06K +90 +0.9%
ICG
427
InterOcean Capital Group
Tennessee
$222K – – –
SSWM
428
Sheets Smith Wealth Management
North Carolina
$220K -$6.07K -266 -3%
TA
429
TrueWealth Advisors
Alabama
$219K -$5.84K -256 -3%
S
430
SignatureFD
Georgia
$217K -$55.1K -2,414 -20%
CI
431
Cordant Inc
Oregon
$205K -$341K -14,928 -62%
BDF
432
Black Diamond Financial
Maryland
$200K +$200K +8,768 New
LFA
433
LGT Financial Advisors
Texas
$192K +$192K +8,412 New
CMA
434
Cedar Mountain Advisors
Oregon
$192K +$1.42K +62 +0.7%
OIA
435
Optimum Investment Advisors
Illinois
$183K +$3.29K +144 +2%
IRC
436
Investors Research Corp
Georgia
$179K – – –
CIAS
437
Capital Investment Advisory Services
North Carolina
$176K -$1.55K -68 -0.9%
RTL
438
Red Tortoise LLC
Georgia
$169K +$169K +7,384 New
VCM
439
Versant Capital Management
Arizona
$162K +$76.9K +3,368 +91%
TFA
440
Toth Financial Advisory
Virginia
$162K -$548 -24 -0.3%
ASN
441
Advisory Services Network
Georgia
$159K +$159K +6,954 New
CFO
442
CVA Family Office
Colorado
$157K +$153K +6,702 +3,942%
AF
443
Allworth Financial
California
$152K +$8.86K +388 +6%
SWM
444
Spire Wealth Management
Virginia
$144K +$2.55K +112 +2%
TWM
445
Tradition Wealth Management
Minnesota
$138K – – –
TWA
446
TCI Wealth Advisors
Arizona
$120K +$62.4K +2,736 +108%
SPIA
447
Steward Partners Investment Advisory
New York
$118K -$17.4K -764 -13%
LB
448
Legacy Bridge
Iowa
$117K – – –
FRA
449
Front Row Advisors
California
$117K -$16K -700 -12%
TAM
450
Townsend Asset Management
North Carolina
$109K +$19.9K +870 +22%
16 17
18
19 20