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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
CCA
476
Column Capital Advisors
Indiana
$27.4K – – –
William Blair & Company
477
William Blair & Company
Illinois
$24.7K – – –
EWA
478
EverSource Wealth Advisors
Alabama
$24.6K +$11K +482 +81%
OAJ
479
Ogorek Anthony Joseph
New York
$24K -$227 -10 -0.9%
MFT
480
Moisand Fitzgerald Tamayo
Florida
$23K – – –
HFS
481
Hantz Financial Services
Michigan
$22K +$1.03K +44 +5%
National Bank of Canada
482
National Bank of Canada
Quebec, Canada
$21.7K – – –
MHR
483
Matthew Hamilton Rosenberg
$21.3K – – –
SC
484
Stephens Consulting
Michigan
$20.8K – – –
BAM
485
Bellevue Asset Management
Washington
$20.7K – – –
FA
486
Faithward Advisors
Pennsylvania
$19.3K +$183 +8 +1%
TFS
487
TrustCore Financial Services
Tennessee
$18.7K – – –
CA
488
CoreCap Advisors
Michigan
$18.2K +$18.2K +798 New
KFP
489
KB Financial Partners
New Jersey
$17K +$178 +8 +1%
BCM
490
Blume Capital Management
California
$16.5K – – –
MRCM
491
M&R Capital Management
New Jersey
$16.4K – – –
PCA
492
Providence Capital Advisors
North Carolina
$15.3K – – –
DWP
493
Destiny Wealth Partners
Florida
$15.1K -$19.9K -870 -57%
HWA
494
Heritage Wealth Advisors
Virginia
$14.8K – – –
BL
495
Balentine LLC
Georgia
$14K +$14K +612 New
KFS
496
Kelly Financial Services
Massachusetts
$13.3K +$5.88K +258 +79%
Bank of Montreal
497
Bank of Montreal
Ontario, Canada
$12.2K – – –
AFG
498
Albion Financial Group
Utah
$12K – – –
MA
499
Montag & Associates
Georgia
$11.9K +$11K +480 +1,200%
Rockefeller Capital Management
500
Rockefeller Capital Management
New York
$11K +$45 +2 +0.4%
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