SCHZ icon

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
1
Fund Evaluation Group
Ohio
$243M
2
Ameriprise
2
Ameriprise
Minnesota
$225M
3
5L
3
55I LLC
Massachusetts
$55.4M
4
Creative Planning
4
Creative Planning
Kansas
$56.5M
5
LWMT
5
Legacy Wealth Management (Tennessee)
Tennessee
$29.3M

Top Sellers

1
RA
1
Rational Advisors
New York
$0
2
APP
2
Avantax Planning Partners
Iowa
$96.9M
3
Charles Schwab
3
Charles Schwab
California
$983M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$52.3M
5
DWM
5
Destination Wealth Management
California
$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
DHFB
576
Dixon Hubard Feinour & Brown
Virginia
– -$225K -8,360 Closed
CAG
577
Crestwood Advisors Group
Massachusetts
– -$216K -8,010 Closed
CWM
578
Cedar Wealth Management
California
– -$215K -7,990 Closed
BIA
579
Barry Investment Advisors
Massachusetts
– -$215K -7,974 Closed
AL
580
ACAS LLC
California
– -$212K -7,880 Closed
RJA
581
Raymond James & Associates
Florida
– -$210K -7,810 Closed
DAS
582
Dynamic Advisor Solutions
Arizona
– -$208K -7,730 Closed
GWS
583
Glassman Wealth Services
Virginia
– -$162K -6,008 Closed
TIM
584
Tevis Investment Management
Texas
– -$152K -5,572 Closed
WOSD
585
WFA of San Diego
California
– -$120K -4,444 Closed
SCA
586
Snowden Capital Advisors
New York
– -$82K -3,068 Closed
IHWM
587
Iron Horse Wealth Management
Iowa
– -$60K -2,238 Closed
KPCM
588
Kings Point Capital Management
New York
– -$49K -1,812 Closed
VC
589
Vestor Capital
Illinois
– -$41K -1,510 Closed
LFA
590
Level Financial Advisors
New York
– -$40K -1,482 Closed
AWM
591
Activest Wealth Management
Florida
– -$35K -1,302 Closed
WFS
592
Widmann Financial Services
Maryland
– -$31K -1,156 Closed
CA
593
CoreCap Advisors
Michigan
– -$4K -148 Closed
EFSCE
594
Enterprise Financial Services Corp (EFSC)
Missouri
– -$4K -134 Closed
EWM
595
Elmwood Wealth Management
California
– -$2K -80 Closed
CFN
596
Cordasco Financial Network
Florida
– -$1K -30 Closed
AWA
597
Aquire Wealth Advisors
Utah
– -$1K -26 Closed
20 21 22 23
24