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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
1
Fund Evaluation Group
Ohio
$243M
2
Ameriprise
2
Ameriprise
Minnesota
$225M
3
5L
3
55I LLC
Massachusetts
$55.4M
4
Creative Planning
4
Creative Planning
Kansas
$56.5M
5
LWMT
5
Legacy Wealth Management (Tennessee)
Tennessee
$29.3M

Top Sellers

1
RA
1
Rational Advisors
New York
$0
2
APP
2
Avantax Planning Partners
Iowa
$96.9M
3
Charles Schwab
3
Charles Schwab
California
$983M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$52.3M
5
DWM
5
Destination Wealth Management
California
$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
26
Towercrest Capital Management
Pennsylvania
$32.1M +$1.02M +40,520 +3%
LWMT
27
Legacy Wealth Management (Tennessee)
Tennessee
$29.3M +$29.1M +1,150,174 +12,877%
KL
28
KilterHowling LLC
Colorado
$29M +$12.1M +477,836 +72%
CCWA
29
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$25M -$693K -27,424 -3%
KBFS
30
Kohmann Bosshard Financial Services
Ohio
$24.2M -$134K -5,304 -0.6%
Osaic Holdings
31
Osaic Holdings
Arizona
$22.8M -$1.41M -62,334 -6%
NRI
32
NFP Retirement Inc
California
$22.4M +$2.32M +91,676 +12%
HGWM
33
Horst & Graben Wealth Management
Oregon
$22.2M +$22.2M +879,228 New
AT
34
American Trust
Kentucky
$21.7M +$21.7M +858,414 New
Bank of America
35
Bank of America
North Carolina
$21.7M +$166K +6,568 +0.8%
MAG
36
Mokosak Advisory Group
Iowa
$21.4M +$1.48M +58,538 +7%
AA
37
Ancora Advisors
Ohio
$21M -$1.25M -49,482 -6%
CW
38
Connectus Wealth
Ohio
$20.2M +$20.2M +797,994 New
NFG
39
Northeast Financial Group
Pennsylvania
$19.2M +$1.8M +71,012 +10%
Jane Street
40
Jane Street
New York
$17.3M +$17.3M +684,352 New
LIM
41
Leavell Investment Management
Alabama
$15.7M -$248K -9,794 -2%
MWM
42
MorganRosel Wealth Management
Colorado
$15.2M +$1.28M +50,804 +9%
BC
43
Brio Consultants
California
$15M +$15M +594,348 New
AWC
44
Adamsbrown Wealth Consultants
Kansas
$15M +$1.9M +75,272 +15%
PIMG
45
Patriot Investment Management Group
Tennessee
$14.9M +$1.21M +47,760 +9%
NYLIM
46
New York Life Investment Management
New York
$14.5M -$254K -10,058 -2%
DWM
47
Destination Wealth Management
California
$14.4M -$31.6M -1,250,860 -69%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$14.3M +$4.57M +180,542 +47%
FANJ
49
Financial Architects (New Jersey)
New Jersey
$13.5M -$97.4K -3,854 -0.7%
BL
50
BFSG LLC
California
$12.4M -$1.37M -54,318 -10%
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