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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 %
BSAM
551
Blue Square Asset Management
New York
– -$1.1M -40,702 Closed
EVC
552
Eidelman Virant Capital
Missouri
– -$995K -36,928 Closed
FG
553
Fiduciary Group
Georgia
– -$994K -36,900 Closed
CAP
554
Columbia Advisory Partners
Washington
– -$836K -31,012 Closed
SFA
555
Seneca Financial Advisors
New York
– -$819K -30,404 Closed
FPCG
556
Fort Pitt Capital Group
Pennsylvania
– -$807K -29,946 Closed
Kovitz Investment Group Partners
557
Kovitz Investment Group Partners
Illinois
– -$611K -21,800 Closed
TW
558
TrinityPoint Wealth
Connecticut
– -$563K -20,908 Closed
MSWMA
559
Market Street Wealth Management Advisors
Indiana
– -$555K -20,600 Closed
FC
560
FCA Corp
Texas
– -$544K -20,196 Closed
PA
561
PFG Advisors
Arizona
– -$517K -19,168 Closed
Bank of Montreal
562
Bank of Montreal
Ontario, Canada
– -$411K -15,168 Closed
CAMG
563
CWA Asset Management Group
Florida
– -$384K -14,262 Closed
MAG
564
Members Advisory Group
New York
– -$357K -13,150 Closed
PAS
565
Park Avenue Securities
New York
– -$327K -12,122 Closed
ACM
566
AlphaStar Capital Management
North Carolina
– -$302K -11,404 Closed
RWA
567
River Wealth Advisors
Pennsylvania
– -$301K -11,184 Closed
GMA
568
Goldstein Munger & Associates
California
– -$282K -10,464 Closed
Neuberger Berman Group
569
Neuberger Berman Group
New York
– -$272K -10,086 Closed
SNBOSD
570
Security National Bank of So Dak
Iowa
– -$257K -9,538 Closed
BSW
571
Buckingham Strategic Wealth
Missouri
– -$246K -9,140 Closed
MWM
572
Mission Wealth Management
California
– -$241K -8,936 Closed
AWM
573
Aevitas Wealth Management
Massachusetts
– -$234K -8,696 Closed
OWM
574
Orgel Wealth Management
Wisconsin
– -$231K -8,582 Closed
COF
575
Capital One Financial
Virginia
– -$231K -8,568 Closed
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