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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

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
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$66.1M
2
DWM
2
Destination Wealth Management
California
$57.7M
3
TF
3
Theory Financial
Colorado
$22M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$301M
5
AO
5
Advisor OS
Illinois
$19.1M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$12.4M
2
FEG
2
Fund Evaluation Group
Ohio
$0
3
5L
3
55I LLC
Massachusetts
$0
4
MFRM
4
Milliman Financial Risk Management
Illinois
$116M
5
SFPM
5
Sensible Financial Planning & Management
Massachusetts
$3.52M
Name Market Value Shares Shares
Change 		Shares
Change %
AA
526
Addison Advisors
Vermont
$1K 25 +25 New
RDIA
527
RE Dickinson Investment Advisors
Iowa
$330 6,892 -2,512 -27%
AR
528
Apeiron RIA
Texas
$275 57,365 +12,484 +28%
WIM
529
Westside Investment Management
California
$26 558 – –
5L
530
55I LLC
Massachusetts
– – -1,096,434 Closed
BC
531
Brio Consultants
California
– – -297,174 Closed
FANJ
532
Financial Architects (New Jersey)
New Jersey
– – -267,751 Closed
TC
533
TAP Consulting
Missouri
– – -226,038 Closed
HFP
534
Holistic Financial Partners
Indiana
– – -226,023 Closed
TCPWM
535
Traverso Chambers Private Wealth Management
California
– – -208,615 Closed
AWM
536
Aries Wealth Management
Maine
– – -103,989 Closed
FEG
537
Fund Evaluation Group
Ohio
– – -93,484 Closed
Millennium Management
538
Millennium Management
New York
– – -72,885 Closed
TF
539
Trek Financial
Arizona
– – -68,404 Closed
LTL
540
Lowery Thomas LLC
California
– – -33,344 Closed
BIP
541
Blueprint Investment Partners
North Carolina
– – -33,332 Closed
CCG
542
Capital CS Group
California
– – -27,942 Closed
BI
543
Berkeley Inc
Idaho
– – -22,008 Closed
MAM
544
Marquette Asset Management
Minnesota
– – -17,114 Closed
DP
545
DDD Partners
Washington
– – -17,074 Closed
MWA
546
Motive Wealth Advisors
Michigan
– – -14,318 Closed
DI
547
DAGCO Inc
Ohio
– – -13,845 Closed
MPW
548
MA Private Wealth
California
– – -12,840 Closed
MWM
549
Maltin Wealth Management
New Jersey
– – -11,571 Closed
BCP
550
Blue Chip Partners
Michigan
– – -11,399 Closed
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