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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 %
BFIC
551
Bedell Frazier Investment Counselling
California
– – -10,399 Closed
WFA
552
Wipfli Financial Advisors
Wisconsin
– – -9,190 Closed
HFA
553
HC Financial Advisors
California
– – -9,040 Closed
CGFA
554
Colton Groome Financial Advisors
North Carolina
– – -8,330 Closed
ZIM
555
Zacks Investment Management
Illinois
– – -7,649 Closed
HWMG
556
Hurlow Wealth Management Group
Indiana
– – -7,353 Closed
SBWIC
557
Schaper Benz & Wise Investment Counsel
Wisconsin
– – -7,058 Closed
G
558
Gainplan
Michigan
– – -6,840 Closed
BFM
559
Broadview Financial Management
Wisconsin
– – -6,751 Closed
WSTAM
560
Wilbanks Smith & Thomas Asset Management
Virginia
– – -6,391 Closed
PAM
561
Peak Asset Management
Colorado
– – -6,367 Closed
RMDI
562
R.M. Davis Inc
Maine
– – -6,000 Closed
FLA
563
Financial Life Advisors
Texas
– – -5,191 Closed
GBWM
564
Granite Bay Wealth Management
New Hampshire
– – -5,068 Closed
SFP
565
Strategic Financial Planning
Texas
– – -5,000 Closed
NGA
566
Naples Global Advisors
Florida
– – -4,805 Closed
SWM
567
Southern Wealth Management
Texas
– – -4,552 Closed
GSC
568
Ground Swell Capital
South Carolina
– – -4,344 Closed
SS
569
Simplicity Solutions
Minnesota
– – -4,077 Closed
TPW
570
Tiller Private Wealth
Pennsylvania
– – -4,070 Closed
SIG
571
Spinnaker Investment Group
California
– – -4,054 Closed
BJL
572
Brighton Jones LLC
Washington
– – -4,045 Closed
FFWM
573
Future Financial Wealth Management
Ohio
– – -3,031 Closed
SL
574
Savior LLC
Massachusetts
– – -2,349 Closed
ADL
575
Asset Dedication LLC
California
– – -2,245 Closed
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