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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

532 hedge funds and large institutions have $3.96B invested in Schwab US Aggregate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 165 increasing their positions, 256 reducing their positions, and 56 closing their positions.

Holders
532
Holders Change
-7
Holders Change %
-1.3%
% of All Funds
9%
Holding in Top 10
60
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.01%
New
54
Increased
165
Reduced
256
Closed
56
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$66.1M
2
DWM
2
Destination Wealth Management
California
$57.7M
3
TF
3
Theory Financial
Colorado
$22M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$301M
5
AO
5
Advisor OS
Illinois
$19.1M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$12.4M
2
FEG
2
Fund Evaluation Group
Ohio
$0
3
5L
3
55I LLC
Massachusetts
$0
4
MFRM
4
Milliman Financial Risk Management
Illinois
$116M
5
SFPM
5
Sensible Financial Planning & Management
Massachusetts
$3.52M
Name Market Value Shares Shares
Change 		Shares
Change %
CCWA
26
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$24.6M 513,294 +18,956 +4%
Mariner
27
Mariner
Kansas
$23.5M 491,664 -768,377 -61%
HGWM
28
Horst & Graben Wealth Management
Oregon
$22.9M 479,362 +39,748 +9%
TF
29
Theory Financial
Colorado
$22M 455,707 +455,707 New
KBFS
30
Kohmann Bosshard Financial Services
Ohio
$19.6M 410,166 -67,395 -14%
NRI
31
NFP Retirement Inc
California
$19.1M 399,907 -43,655 -10%
AO
32
Advisor OS
Illinois
$19.1M 398,276 +398,276 New
SFA
33
Souders Financial Advisors
Ohio
$18.5M 387,333 +274,905 +245%
CW
34
Connectus Wealth
Ohio
$18.5M 387,099 -11,898 -3%
NFG
35
Northeast Financial Group
Pennsylvania
$18.3M 381,989 +1,668 +0.4%
AA
36
Ancora Advisors
Ohio
$18.2M 380,405 -34,358 -8%
Citadel Advisors
37
Citadel Advisors
Florida
$18M 376,158 +376,158 New
MAG
38
Mokosak Advisory Group
Iowa
$18M 375,030 -48,193 -11%
Osaic Holdings
39
Osaic Holdings
Arizona
$16.8M 349,418 -154,564 -31%
JFG
40
JMG Financial Group
Illinois
$16.6M 345,972 +149,625 +76%
FCA
41
FLC Capital Advisors
California
$15.9M 331,697 +185,159 +126%
NYLIM
42
New York Life Investment Management
New York
$14M 291,770 +4,110 +1%
LIM
43
Leavell Investment Management
Alabama
$13.9M 291,067 -18,420 -6%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$13.6M 283,587 +222 +0.1%
OMC
45
Old Mission Capital
Illinois
$12.7M 264,543 +264,543 New
T
46
TCWP
Ohio
$12.6M 262,633 +39,331 +18%
CIAS
47
CFS Investment Advisory Services
New Jersey
$12.4M 259,197 -13,724,976 -98%
TC
48
Tenret Company
Florida
$12.3M 256,907 +142,392 +124%
AT
49
American Trust
Kentucky
$12.2M 579,444 +150,237 +35%
APW
50
Austin Private Wealth
Texas
$11.8M 247,328 +76,777 +45%
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