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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.

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 Market Value Shares Shares
Change 		Shares
Change %
KBFS
26
Kohmann Bosshard Financial Services
Ohio
$24.5M 1,071,882 +114,884 +12%
UCFA
27
United Capital Financial Advisors
Texas
$24.3M 1,063,548 -212,578 -17%
HGWM
28
Horst & Graben Wealth Management
Oregon
$24M 1,050,444 +44,360 +4%
ACM
29
AlphaStar Capital Management
North Carolina
$23.4M 1,026,360 +1,026,360 New
TF
30
Theory Financial
Colorado
$22.6M 992,160 +992,160 New
TCM
31
Towercrest Capital Management
Pennsylvania
$22.4M 979,302 -57,466 -6%
AWMG
32
Alliance Wealth Management Group
New Jersey
$21.7M 950,272 -86,496 -8%
FLA
33
Financial Life Advisors
Texas
$20M 875,410 +753,616 +619%
AO
34
Advisor OS
Illinois
$17.7M 774,192 -26,148 -3%
MAG
35
Mokosak Advisory Group
Iowa
$17.7M 772,892 +241,866 +46%
CW
36
Connectus Wealth
Ohio
$17.1M 74,918 -918 -1%
NYLIM
37
New York Life Investment Management
New York
$16.8M 737,366 +144,718 +24%
LFG
38
Larson Financial Group
Missouri
$16.4M 717,226 +709,044 +8,666%
Mariner
39
Mariner
Kansas
$16.3M 713,814 -159,656 -18%
TC
40
Tenret Company
Florida
$14.7M 643,246 +374,586 +139%
APW
41
Austin Private Wealth
Texas
$14.6M 637,644 +57,254 +10%
WA
42
Waterford Advisors
New York
$14.3M 626,716 +626,716 New
Osaic Holdings
43
Osaic Holdings
Arizona
$14M 612,978 -42,124 -6%
SFA
44
Souders Financial Advisors
Ohio
$13.9M 608,034 +35,586 +6%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$13.7M 600,392 +29,248 +5%
Morgan Stanley
46
Morgan Stanley
New York
$13.7M 600,042 +384,958 +179%
MWM
47
MorganRosel Wealth Management
Colorado
$13.4M 585,744 -99,944 -15%
PWMG
48
Pioneer Wealth Management Group
Texas
$13.2M 580,254 +580,254 New
JFG
49
JMG Financial Group
Illinois
$13.1M 574,016 +30,268 +6%
MAG
50
Members Advisory Group
New York
$13M 568,872 +568,872 New
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