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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 %
CCWA
501
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$24.6M -1,026,588 Closed
CIAS
502
CFS Investment Advisory Services
New Jersey
– -$12.4M -518,394 Closed
PA
503
Procyon Advisors
Connecticut
– -$8.88M -371,016 Closed
SFG
504
SNS Financial Group
Minnesota
– -$4.56M -190,654 Closed
SFPM
505
Sensible Financial Planning & Management
Massachusetts
– -$3.52M -147,088 Closed
OAM
506
Oak Asset Management
California
– -$3.06M -127,866 Closed
Renaissance Technologies
507
Renaissance Technologies
New York
– -$2.54M -106,200 Closed
SFMG
508
Sage Financial Management Group
Virginia
– -$1.93M -80,592 Closed
KWA
509
KCS Wealth Advisory
California
– -$1.22M -51,002 Closed
SPC
510
Sigma Planning Corp
Michigan
– -$1.1M -45,932 Closed
Qube Research & Technologies (QRT)
511
Qube Research & Technologies (QRT)
United Kingdom
– -$1.07M -44,882 Closed
AAS
512
Avantax Advisory Services
Texas
– -$912K -38,108 Closed
FG
513
Foster Group
Iowa
– -$683K -28,516 Closed
AIM
514
AMI Investment Management
Indiana
– -$627K -26,208 Closed
SIM
515
Sterling Investment Management
Arizona
– -$608K -25,416 Closed
CCM
516
Crabel Capital Management
California
– -$577K -24,090 Closed
JCM
517
J2 Capital Management
Michigan
– -$576K -24,046 Closed
KJWM
518
Kiley Juergens Wealth Management
Washington
– -$484K -20,228 Closed
AWA
519
Arete Wealth Advisors
Illinois
– -$289K -18,616 Closed
AWA
520
Aletheian Wealth Advisors
Washington
– -$406K -16,964 Closed
ACM
521
Advisors Capital Management
New Jersey
– -$403K -16,826 Closed
LFS
522
Lutz Financial Services
Nebraska
– -$392K -16,362 Closed
Thrivent Financial for Lutherans
523
Thrivent Financial for Lutherans
Minnesota
– -$378K -15,820 Closed
SCM
524
Stonehearth Capital Management
Massachusetts
– -$353K -14,802 Closed
RPG
525
Resource Planning Group
Georgia
– -$324K -13,532 Closed
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