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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 %
FMP
501
Financial Management Professionals
Texas
$10K – – –
SWA
502
Sutton Wealth Advisors
Florida
$9.91K – – –
FMB
503
Field & Main Bank
Kentucky
$9.68K +$9.68K +424 New
MWM
504
Mascoma Wealth Management
New Hampshire
$8.81K +$8.81K +386 New
HCM
505
Hollencrest Capital Management
California
$7.2K +$7.2K +316 New
BEI
506
Benjamin Edwards Inc
Missouri
$7K -$5.63K -264 -45%
MAWCM
507
Mine & Arao Wealth Creation & Management
California
$6.97K – – –
LWA
508
Lowe Wealth Advisors
Maryland
$6.8K – – –
TFP
509
Tilia Fiduciary Partners
North Carolina
$6.73K -$7.92K -346 -54%
NA
510
NewEdge Advisors
Louisiana
$6.09K +$6.09K +1,122 New
TVWM
511
Tower View Wealth Management
Wisconsin
$6K – – –
BWA
512
Boulder Wealth Advisors
Colorado
$6K +$6K +280 New
SIS
513
Sound Income Strategies
Florida
$4.43K +$4.43K +194 New
JHCP
514
Jackson Hole Capital Partners
Oklahoma
$4.29K – – –
PNC Financial Services Group
515
PNC Financial Services Group
Pennsylvania
$4.25K +$3.74K +164 +745%
HCM
516
Horrell Capital Management
Arkansas
$4K – – –
PFG
517
Piershale Financial Group
Illinois
$3.84K +$3.84K +168 New
Citigroup
518
Citigroup
New York
$3.61K +$2.37K +104 +193%
JFA
519
JNBA Financial Advisors
Minnesota
$3.52K – – –
ACA
520
Aptus Capital Advisors
Alabama
$3.47K – – –
GWANC
521
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.47K – – –
BC
522
Barrett & Company
Rhode Island
$3.15K – – –
CT
523
Cambridge Trust
Massachusetts
$2K +$2K +68 New
TIM
524
Tortoise Investment Management
New York
$1.83K – – –
FSWA
525
Financial Synergies Wealth Advisors
Texas
$1.78K – – –
19 20
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