SCHZ icon

Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

502 hedge funds and large institutions have $3.44B invested in Schwab US Aggregate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 176 increasing their positions, 239 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
-30
Holders Change %
-5.64%
% of All Funds
8.68%
Holding in Top 10
54
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10%
% of All Funds
0.93%
New
29
Increased
176
Reduced
239
Closed
54
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CST
Charles Schwab Trust
Nevada
$15M
2
FANJ
Financial Architects (New Jersey)
New Jersey
$12M
3
BTI
Blue Trust Inc
Georgia
$8.48M
4
VNA
Valley National Advisers
Pennsylvania
$8M
5
CSIA
Charles Schwab Investment Advisory
California
$6.77M

Top Sellers

1
CW
Connectus Wealth
Ohio
$17.2M
2
Ameriprise
Ameriprise
Minnesota
$91.7M
3
DWM
Destination Wealth Management
California
$20.8M
4
Jane Street
Jane Street
New York
$33.5M
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TFS
451
TrustCore Financial Services
Tennessee
$19K -$51.5K -2,218 -73%
FA
452
Faithward Advisors
Pennsylvania
$19K -$3.32K -146 -15%
CWC
453
Carolinas Wealth Consulting
North Carolina
$19K +$136 +6 +0.7%
KFP
454
KB Financial Partners
New Jersey
$17K +$90 +4 +0.5%
BCM
455
Blume Capital Management
California
$16K – – –
MRCM
456
M&R Capital Management
New Jersey
$16K +$11.3K +508 +240%
PCA
457
Providence Capital Advisors
North Carolina
$15K – – –
HWA
458
Heritage Wealth Advisors
Virginia
$14.7K – – –
TFP
459
Tilia Fiduciary Partners
North Carolina
$14K -$30.8K -1,410 -69%
BCM
460
Bourgeon Capital Management
Connecticut
$14K – – –
BEI
461
Benjamin Edwards Inc
Missouri
$13K +$5.8K +264 +80%
EWA
462
EverSource Wealth Advisors
Alabama
$13K +$6.28K +288 +94%
AFG
463
Albion Financial Group
Utah
$12K – – –
Rockefeller Capital Management
464
Rockefeller Capital Management
New York
$10K +$41 +2 +0.4%
WFA
465
Wipfli Financial Advisors
Wisconsin
$10K +$10K +440 New
SWA
466
Sutton Wealth Advisors
Florida
$9.83K – – –
FMP
467
Financial Management Professionals
Texas
$9K – – –
MA
468
MCF Advisors
Kentucky
$8K -$199K -8,358 -96%
HNB
469
Huntington National Bank
Ohio
$8K – – –
KFS
470
Kelly Financial Services
Massachusetts
$7.36K +$5.51K +244 +298%
LWA
471
Lowe Wealth Advisors
Maryland
$7K – – –
MAWCM
472
Mine & Arao Wealth Creation & Management
California
$7K +$46 +2 +0.7%
TVWM
473
Tower View Wealth Management
Wisconsin
$6K – – –
CFO
474
CVA Family Office
Colorado
$4K -$35.8K -1,520 -90%
HCM
475
Horrell Capital Management
Arkansas
$4K – – –
17 18
19
20 21