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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.

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

Top Sellers

1
CW
1
Connectus Wealth
Ohio
$17.2M
2
Ameriprise
2
Ameriprise
Minnesota
$91.7M
3
DWM
3
Destination Wealth Management
California
$20.8M
4
Jane Street
4
Jane Street
New York
$33.5M
5
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KBFS
26
Kohmann Bosshard Financial Services
Ohio
$21.7M 478,499 +68,333 +17%
DWM
27
Destination Wealth Management
California
$20.8M 458,751 -746,529 -62%
Mariner
28
Mariner
Kansas
$19.8M 436,735 -54,929 -11%
Creative Planning
29
Creative Planning
Kansas
$19M 419,167 -306,499 -42%
NRI
30
NFP Retirement Inc
California
$18.8M 414,188 +14,281 +4%
AO
31
Advisor OS
Illinois
$18.1M 400,170 +1,894 +0.5%
NFG
32
Northeast Financial Group
Pennsylvania
$17.6M 387,518 +5,529 +1%
CW
33
Connectus Wealth
Ohio
$17.2M 37,918 -349,181 -90%
MWM
34
MorganRosel Wealth Management
Colorado
$15.5M 342,844 +104,927 +44%
CST
35
Charles Schwab Trust
Nevada
$15M 330,318 +320,047 +3,116%
Osaic Holdings
36
Osaic Holdings
Arizona
$14.8M 327,551 -21,867 -6%
KL
37
KilterHowling LLC
Colorado
$13.7M 303,192 +117,557 +63%
NYLIM
38
New York Life Investment Management
New York
$13.4M 296,324 +4,554 +2%
APW
39
Austin Private Wealth
Texas
$13.1M 290,195 +42,867 +17%
SFA
40
Souders Financial Advisors
Ohio
$13M 286,224 -101,109 -26%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$12.9M 285,572 +1,985 +0.7%
LIM
42
Leavell Investment Management
Alabama
$12.7M 279,269 -11,798 -4%
JFG
43
JMG Financial Group
Illinois
$12.3M 271,874 -74,098 -21%
MAG
44
Mokosak Advisory Group
Iowa
$12M 265,513 -109,517 -29%
FANJ
45
Financial Architects (New Jersey)
New Jersey
$12M 265,417 +265,417 New
PIMG
46
Patriot Investment Management Group
Tennessee
$10.5M 232,300 +2,827 +1%
OWA
47
One Wealth Advisors
California
$9.88M 218,124 -8,389 -4%
MGIA
48
Moneta Group Investment Advisors
Missouri
$9.86M 217,634 -5,637 -3%
FCA
49
FLC Capital Advisors
California
$9.67M 213,414 -118,283 -36%
LPL Financial
50
LPL Financial
California
$9.5M 209,567 +3,975 +2%
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