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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 %
CI
451
Cordant Inc
Oregon
$144K +$118K +4,660 +459%
LB
452
Legacy Bridge
Iowa
$130K – – –
GWM
453
Geneos Wealth Management
Colorado
$128K -$757K -29,986 -86%
VCM
454
Versant Capital Management
Arizona
$120K +$403 +16 +0.3%
SL
455
Savior LLC
Massachusetts
$119K +$119K +4,698 New
BC
456
Burleson & Co
California
$118K – – –
ADL
457
Asset Dedication LLC
California
$113K +$113K +4,490 New
GIP
458
Granite Investment Partners
California
$104K – – –
PWMG
459
Prestige Wealth Management Group
New Jersey
$99K -$917K -36,152 -90%
TAM
460
Townsend Asset Management
North Carolina
$98K -$960 -38 -1%
HS
461
Horan Securities
United States
$93K -$202 -8 -0.2%
TFS
462
TrustCore Financial Services
Tennessee
$92K – – –
AWM
463
Aspire Wealth Management
Massachusetts
$90K +$89.9K +3,570 +89,250%
AA
464
Atmos Advisory
Pennsylvania
$89K +$4.05K +160 +5%
BCM
465
Blume Capital Management
California
$87K -$25.4K -1,002 -23%
HWA
466
Heritage Wealth Advisors
Virginia
$87K -$11.7K -460 -12%
PCA
467
Providence Capital Advisors
North Carolina
$83K -$52.3K -2,064 -39%
US Bancorp
468
US Bancorp
Minnesota
$79K +$15.2K +600 +24%
CA
469
Clearstead Advisors
Ohio
$76K +$5.74K +228 +8%
FA
470
Fortis Advisors
Pennsylvania
$73K +$73K +2,894 New
MHR
471
Matthew Hamilton Rosenberg
$71K -$7.19K -284 -9%
CHA
472
Carmichael Hill & Associates
Maryland
$67K – – –
TWA
473
TCI Wealth Advisors
Arizona
$64K – – –
TFP
474
Tilia Fiduciary Partners
North Carolina
$62K +$101 +4 +0.2%
PNC Financial Services Group
475
PNC Financial Services Group
Pennsylvania
$59K +$561 +22 +1%
17 18
19
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