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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 %
BFPW
526
BOK Financial Private Wealth
Colorado
$1.69K – – –
GWM
527
Guardian Wealth Management
Illinois
$1.25K +$184 +8 +17%
AA
528
Addison Advisors
Vermont
$1.14K – – –
SSG
529
Summit Securities Group
New York
$1K +$1K +28 New
TF
530
Tompkins Financial
New York
$1K +$1K +48 New
KM
531
Kalos Management
Georgia
$867 +$867 +38 New
AWM
532
Accurate Wealth Management
Florida
$652 +$652 +28 New
R
533
Rebalance
California
$411 +$411 +18 New
RDFA
534
Ritter Daniher Financial Advisory
Ohio
$375 +$375 +16 New
First Manhattan
535
First Manhattan
New York
$228 – – –
AWM
536
Atticus Wealth Management
Florida
$49 – – –
WIM
537
Westside Investment Management
California
$25 – – –
Susquehanna International Group
538
Susquehanna International Group
Pennsylvania
– -$5.46M -241,028 Closed
GAM
539
Gemmer Asset Management
California
– -$3.78M -166,924 Closed
FWI
540
Facet Wealth Inc
Maryland
– -$3.64M -164,394 Closed
HF
541
HRT Financial
New York
– -$2.63M -116,224 Closed
Baird Financial Group
542
Baird Financial Group
Wisconsin
– -$1.73M -76,140 Closed
CF
543
Centaurus Financial
California
– -$1.66M -73,156 Closed
TNA
544
True North Advisors
Texas
– -$1.55M -68,282 Closed
RJT
545
Raymond James Trust
Florida
– -$1.14M -50,318 Closed
SHWM
546
Smith & Howard Wealth Management
Georgia
– -$826K -36,466 Closed
TSS
547
Two Sigma Securities
New York
– -$655K -28,904 Closed
SIC
548
SJS Investment Consulting
Ohio
– -$519K -22,918 Closed
Mirae Asset Global Investments
549
Mirae Asset Global Investments
South Korea
– -$498K -21,920 Closed
NCM
550
Northwest Capital Management
Oregon
– -$482K -21,262 Closed
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