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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 %
DAS
526
Dynamic Advisor Solutions
Arizona
– -$294K -12,278 Closed
FM
527
Foster & Motley
Ohio
– -$226K -9,460 Closed
RJA
528
Raymond James & Associates
Florida
– -$226K -9,450 Closed
CCA
529
Clearwater Capital Advisors
Illinois
– -$220K -9,200 Closed
AIP
530
Almanack Investment Partners
Pennsylvania
– -$219K -9,152 Closed
AC
531
Apella Capital
Connecticut
– -$217K -9,084 Closed
AFG
532
Alterity Financial Group
Maine
– -$217K -9,052 Closed
BDF
533
Black Diamond Financial
Maryland
– -$213K -8,890 Closed
LWAC
534
Laurel Wealth Advisors (California)
California
– -$209K -8,728 Closed
PA
535
Pinnacle Associates
New York
– -$209K -8,726 Closed
RF
536
Resolute Financial
Massachusetts
– -$206K -8,628 Closed
AIM
537
AHL Investment Management
Florida
– -$205K -8,584 Closed
CFS
538
CRA Financial Services
New Jersey
– -$203K -8,490 Closed
CSPIA
539
Cary Street Partners Investment Advisory
Virginia
– -$173K -7,216 Closed
WOSD
540
WFA of San Diego
California
– -$100K -4,158 Closed
BIA
541
Bell Investment Advisors
California
– -$52K -2,156 Closed
CA
542
CoreCap Advisors
Michigan
– -$40K -1,658 Closed
JWBC
543
John W. Brooker & Co
California
– -$38K -1,604 Closed
ICM
544
Islay Capital Management
Texas
– -$24K -1,008 Closed
GI
545
Gradient Investments
Minnesota
– -$19K -790 Closed
CIA
546
Cascade Investment Advisors
Oregon
– -$14.4K -600 Closed
1IA
547
1834 Investment Advisors
Wisconsin
– -$14K -586 Closed
CB
548
CNB Bank
Pennsylvania
– -$5K -212 Closed
AIP
549
Ahrens Investment Partners
Louisiana
– -$3K -118 Closed
AP
550
Arlington Partners
Alabama
– -$2K -88 Closed
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