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 %
BC
451
Burleson & Co
California
$106K – – –
UB
452
UMB Bank
Missouri
$104K -$80.6K -3,546 -44%
WOSD
453
WFA of San Diego
California
$104K +$104K +4,552 New
CSPIA
454
Cary Street Partners Investment Advisory
Virginia
$99.5K +$99.5K +4,360 New
GIP
455
Granite Investment Partners
California
$93.2K -$456 -20 -0.5%
FA
456
Fortis Advisors
Pennsylvania
$88.9K +$822 +36 +0.9%
MCC
457
Money Concepts Capital
Florida
$87.8K +$17.5K +768 +25%
CA
458
Clearstead Advisors
Ohio
$81K -$7.72K -338 -9%
HS
459
Horan Securities
United States
$78K +$3.7K +162 +5%
RCM
460
Raleigh Capital Management
North Carolina
$75.1K +$75.1K +3,290 New
Carson Wealth (CWM LLC)
461
Carson Wealth (CWM LLC)
Nebraska
$71K -$64.9K -2,842 -48%
AA
462
Atmos Advisory
Pennsylvania
$67.1K -$2.01K -88 -3%
OLVIG
463
Oliver Lagore Vanvalin Investment Group
Michigan
$62.1K -$17.3K -758 -22%
CHA
464
Carmichael Hill & Associates
Maryland
$60.3K – – –
IGWM
465
ICA Group Wealth Management
Colorado
$59.7K +$59.7K +2,616 New
EE
466
EWG Elevate
California
$52.8K +$52.8K +2,312 New
WWM
467
Wagner Wealth Management
South Carolina
$52.7K +$6.12K +268 +13%
CPG
468
Cornerstone Planning Group
New Jersey
$47K +$47K +1,986 New
CFGS
469
Concourse Financial Group Securities
Alabama
$45.9K – – –
SIC
470
Salem Investment Counselors
North Carolina
$41.5K -$2.69K -118 -6%
PO
471
Private Ocean
California
$37.4K +$46 +2 +0.1%
MIM
472
Macroview Investment Management
Maryland
$33.5K +$319 +14 +1%
GWM
473
Geneos Wealth Management
Colorado
$31K -$5.07K -222 -14%
DZ Bank
474
DZ Bank
Germany
$30.7K +$30.7K +1,344 New
PIP
475
Peachtree Investment Partners
Florida
$29.7K – – –
17 18
19
20 21