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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 %
JCIA
551
Jackson Creek Investment Advisors
Colorado
– -$435K -19,214 Closed
UWM
552
USAdvisors Wealth Management
Minnesota
– -$378K -16,698 Closed
RK
553
Rather & Kittrell
Tennessee
– -$307K -13,574 Closed
ACG
554
Allen Capital Group
Nebraska
– -$288K -12,708 Closed
PFS
555
Prospera Financial Services
Texas
– -$255K -11,240 Closed
EHC
556
Everett Harris & Co
California
– -$233K -10,300 Closed
MA
557
McBroom & Associates
Nevada
– -$228K -10,050 Closed
AP
558
Appleton Partners
Massachusetts
– -$225K -9,952 Closed
B
559
Bensler
Washington
– -$225K -9,932 Closed
MA
560
MONECO Advisors
Connecticut
– -$206K -9,074 Closed
FCIM
561
Fairview Capital Investment Management
California
– -$202K -8,950 Closed
CAG
562
Csenge Advisory Group
Florida
– -$202K -8,936 Closed
PFA
563
Professional Financial Advisors
Nebraska
– -$112K -4,946 Closed
WFA
564
West Financial Advisors
Iowa
– -$84K -3,690 Closed
AAP
565
Arax Advisory Partners
Colorado
– -$40K -1,774 Closed
CWC
566
Carolinas Wealth Consulting
North Carolina
– -$19K -836 Closed
BCM
567
Bourgeon Capital Management
Connecticut
– -$14K -600 Closed
MA
568
MCF Advisors
Kentucky
– -$8K -336 Closed
BFEC
569
Benjamin F. Edwards & Company
Missouri
– -$4K -174 Closed
FCA
570
FinTrust Capital Advisors
South Carolina
– -$3K -136 Closed
SWM
571
Selective Wealth Management
Virginia
– -$3K -130 Closed
TRCT
572
Tower Research Capital (TRC)
New York
– -$3K -114 Closed
EC
573
EdgeRock Capital
Colorado
– -$2K -102 Closed
RA
574
Resolute Advisors
California
– -$2K -98 Closed
WPA
575
West Paces Advisors
Georgia
– -$2.09K -92 Closed
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