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

Top Sellers

1
RA
Rational Advisors
New York
$0
2
APP
Avantax Planning Partners
Iowa
$96.9M
3
Charles Schwab
Charles Schwab
California
$983M
4
HighTower Advisors
HighTower Advisors
Illinois
$52.3M
5
DWM
Destination Wealth Management
California
$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
476
Abound Wealth Management
Tennessee
$57.5K +$33.6K +1,328 +141%
SCA
477
Stonebridge Capital Advisors
Minnesota
$56K +$202 +8 +0.4%
PP
478
PrairieView Partners
Minnesota
$55K – – –
CFGS
479
Concourse Financial Group Securities
Alabama
$54K -$6.47K -254 -11%
Carson Wealth (CWM LLC)
480
Carson Wealth (CWM LLC)
Nebraska
$52K -$42.4K -1,660 -45%
WWM
481
Wagner Wealth Management
South Carolina
$50K -$7.29K -290 -13%
CCM
482
Covington Capital Management
California
$50K – – –
SIC
483
Salem Investment Counselors
North Carolina
$45K +$603 +24 +1%
CFO
484
CVA Family Office
Colorado
$43K -$2.16M -85,050 -98%
PO
485
Private Ocean
California
$41K -$1.2K -48 -3%
Fidelity Investments
486
Fidelity Investments
Massachusetts
$39K -$61.3K -2,438 -61%
DWP
487
Destiny Wealth Partners
Florida
$39K – – –
MAM
488
McCarthy Asset Management
California
$39K +$152 +6 +0.4%
OLVIG
489
Oliver Lagore Vanvalin Investment Group
Michigan
$39K +$39K +1,170 New
CIR
490
Clear Investment Research
Georgia
$38K – – –
National Bank of Canada
491
National Bank of Canada
Quebec, Canada
$37K – – –
MIM
492
Macroview Investment Management
Maryland
$36K +$100 +4 +0.3%
RCC
493
Red Cedar Capital
Nebraska
$34K +$34K +9,506 New
PIP
494
Peachtree Investment Partners
Florida
$33K – – –
CCA
495
Column Capital Advisors
Indiana
$30K – – –
PFA
496
Professional Financial Advisors
Nebraska
$30K +$30K +1,204 New
BAM
497
Bellevue Asset Management
Washington
$28K – – –
William Blair & Company
498
William Blair & Company
Illinois
$27K – – –
FA
499
Faithward Advisors
Pennsylvania
$25K -$323K -12,624 -93%
MFT
500
Moisand Fitzgerald Tamayo
Florida
$25K -$895 -36 -3%
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