SCHZ icon

Schwab US Aggregate Bond ETF

532 hedge funds and large institutions have $3.96B invested in Schwab US Aggregate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 165 increasing their positions, 256 reducing their positions, and 56 closing their positions.

Holders
532
Holders Change
-7
Holders Change %
-1.3%
% of All Funds
9%
Holding in Top 10
60
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.01%
New
54
Increased
165
Reduced
256
Closed
56
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LWA
501
Lowe Wealth Advisors
Maryland
$7K
EWA
502
EverSource Wealth Advisors
Alabama
$7K +$1.82K +80 +35%
TVWM
503
Tower View Wealth Management
Wisconsin
$6K +$6K +254 New
FSWA
504
Financial Synergies Wealth Advisors
Texas
$5.29K +$5.29K +222 New
CB
505
CNB Bank
Pennsylvania
$5K
MRCM
506
M&R Capital Management
New Jersey
$5K +$5K +212 New
HCM
507
Horrell Capital Management
Arkansas
$4K
JHCP
508
Jackson Hole Capital Partners
Oklahoma
$4K
JFA
509
JNBA Financial Advisors
Minnesota
$4K +$4K +154 New
FCA
510
FinTrust Capital Advisors
South Carolina
$3K
AIP
511
Ahrens Investment Partners
Louisiana
$3K
SWM
512
Selective Wealth Management
Virginia
$3K +$46 +2 +2%
BFPW
513
BOK Financial Private Wealth
Colorado
$3K +$3K +108 New
AP
514
Arlington Partners
Alabama
$2K -$8.36K -368 -81%
MSFP
515
Mark Sheptoff Financial Planning
Connecticut
$2K
RA
516
Resolute Advisors
California
$2K
BTI
517
Blue Trust Inc
Georgia
$2K +$2K +72 New
TIM
518
Tortoise Investment Management
New York
$2K +$2K +80 New
KFS
519
Kelly Financial Services
Massachusetts
$1.96K +$1.96K +82 New
MA
520
MUFG Americas
New York
$1K
COCM
521
Charter Oak Capital Management
New Hampshire
$1K
VNA
522
Valley National Advisers
Pennsylvania
$1K
MA
523
Montag & Associates
Georgia
$1K
GWM
524
Guardian Wealth Management
Illinois
$1K +$474 +18 +90%
TRCT
525
Tower Research Capital (TRC)
New York
$1K +$1K +42 New