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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.

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

Top Sellers

1
CW
Connectus Wealth
Ohio
$17.2M
2
Ameriprise
Ameriprise
Minnesota
$91.7M
3
DWM
Destination Wealth Management
California
$20.8M
4
Jane Street
Jane Street
New York
$33.5M
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JHCP
476
Jackson Hole Capital Partners
Oklahoma
$4K – – –
BFEC
477
Benjamin F. Edwards & Company
Missouri
$4K +$4K +174 New
BC
478
Barrett & Company
Rhode Island
$3.15K +$3.15K +138 New
ACA
479
Aptus Capital Advisors
Alabama
$3K -$4.5K -228 -60%
GWANC
480
Guardian Wealth Advisors (North Carolina)
North Carolina
$3K -$4.5K -228 -60%
FCA
481
FinTrust Capital Advisors
South Carolina
$3K – – –
JFA
482
JNBA Financial Advisors
Minnesota
$3K – – –
SWM
483
Selective Wealth Management
Virginia
$3K – – –
TRCT
484
Tower Research Capital (TRC)
New York
$3K +$1.9K +72 +171%
WPA
485
West Paces Advisors
Georgia
$2.09K +$2.09K +92 New
Fidelity Investments
486
Fidelity Investments
Massachusetts
$2K -$16.8K -688 -89%
BFPW
487
BOK Financial Private Wealth
Colorado
$2K -$919 -34 -31%
RA
488
Resolute Advisors
California
$2K – – –
TIM
489
Tortoise Investment Management
New York
$2K – – –
MSFP
490
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
EC
491
EdgeRock Capital
Colorado
$2K +$2K +102 New
FSWA
492
Financial Synergies Wealth Advisors
Texas
$1.75K -$3.23K -144 -65%
NDSI
493
Newman Dignan & Sheerar Inc
Rhode Island
$1.09K -$975 -43,026 -47%
HDIM
494
Hanson & Doremus Investment Management
Vermont
$1K -$78.8K -4,726 -99%
Citigroup
495
Citigroup
New York
$1K -$13.1K -710 -93%
AA
496
Addison Advisors
Vermont
$1K – – –
MA
497
Montag & Associates
Georgia
$1K – – –
GWM
498
Guardian Wealth Management
Illinois
$1K +$174 +8 +21%
WIM
499
Westside Investment Management
California
$25 – – –
Bank of Montreal
500
Bank of Montreal
Ontario, Canada
$12 +$12 +534 New
18 19
20
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