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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

539 hedge funds and large institutions have $4.67B invested in Schwab US Aggregate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 182 increasing their positions, 211 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
539
Holders Change
+9
Holders Change %
+1.7%
% of All Funds
8.53%
Holding in Top 10
60
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.26%
% of All Funds
0.95%
New
80
Increased
182
Reduced
211
Closed
61
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FEG
Fund Evaluation Group
Ohio
$243M
2
Ameriprise
Ameriprise
Minnesota
$225M
3
5L
55I LLC
Massachusetts
$55.4M
4
Creative Planning
Creative Planning
Kansas
$56.5M
5
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
$29.3M

Top Sellers

1
RA
Rational Advisors
New York
$0
2
APP
Avantax Planning Partners
Iowa
$96.9M
3
Charles Schwab
Charles Schwab
California
$983M
4
HighTower Advisors
HighTower Advisors
Illinois
$52.3M
5
DWM
Destination Wealth Management
California
$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
526
Citigroup
New York
$3K -$11K -374 -79%
SWM
527
Selective Wealth Management
Virginia
$3K – – –
AIP
528
Ahrens Investment Partners
Louisiana
$3K – – –
FCA
529
FinTrust Capital Advisors
South Carolina
$3K – – –
RA
530
Resolute Advisors
California
$2K – – –
MSFP
531
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
VNA
532
Valley National Advisers
Pennsylvania
$1K -$94.2K -5,088 -99%
MA
533
MUFG Americas
New York
$1K – – –
GWM
534
Guardian Wealth Management
Illinois
$1K – – –
MA
535
Montag & Associates
Georgia
$1K – – –
COCM
536
Charter Oak Capital Management
New Hampshire
$1K – – –
WIM
537
Westside Investment Management
California
$28 – +2 +0.2%
RA
538
Rational Advisors
New York
– -$155M -5,736,580 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
539
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$29.6M -1,100,000 Closed
AIMCA
540
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$21.6M -800,000 Closed
BNP Paribas Financial Markets
541
BNP Paribas Financial Markets
France
– -$18M -667,192 Closed
GCM
542
G2 Capital Management
Ohio
– -$10.8M -400,794 Closed
VWA
543
Visionary Wealth Advisors
Illinois
– -$6.05M -224,466 Closed
MAC
544
Mason & Associates (California)
California
– -$4.65M -172,358 Closed
WI
545
WrapManager Inc
California
– -$4.29M -159,126 Closed
SFG
546
Sage Financial Group
Pennsylvania
– -$3.43M -127,198 Closed
FTS
547
Fifth Third Securities
Ohio
– -$3.22M -119,388 Closed
CB
548
Commerce Bank
Missouri
– -$1.36M -50,500 Closed
SFS
549
Sowell Financial Services
Arkansas
– -$1.16M -42,922 Closed
FNC
550
First National Corp
Massachusetts
– -$1.12M -41,534 Closed
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