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.

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 %
LPL Financial
51
LPL Financial
California
$12.2M -$1.68M -66,418 -12%
FWP
52
FAS Wealth Partners
Kansas
$12M -$276K -10,910 -2%
BSB
53
Bangor Savings Bank
Maine
$11.7M -$1.05M -41,484 -8%
BPA
54
Beacon Pointe Advisors
California
$11.7M +$5.39M +213,264 +85%
WWG
55
West Wealth Group
California
$11.5M +$11.5M +456,160 New
TC
56
TAP Consulting
Missouri
$11.4M -$4.08M -161,478 -26%
HFP
57
Holistic Financial Partners
Indiana
$11.4M +$873K +34,528 +8%
T
58
TCWP
Ohio
$11.3M +$11.3M +446,604 New
MA
59
Mutual Advisors
Nebraska
$10.9M +$3.23M +127,904 +42%
FF
60
Friedenthal Financial
New Jersey
$10.8M +$669K +26,444 +7%
OWA
61
One Wealth Advisors
California
$10.6M +$10.6M +418,668 New
TCPWM
62
Traverso Chambers Private Wealth Management
California
$10.6M +$10.6M +417,230 New
JFG
63
JMG Financial Group
Illinois
$9.93M +$8.28M +327,312 +501%
MCCP
64
Mission Creek Capital Partners
California
$9.66M -$169K -6,682 -2%
PA
65
Procyon Advisors
Connecticut
$9.23M +$1.09M +43,186 +13%
PMG
66
ProVise Management Group
Florida
$9.16M -$1.08M -42,708 -11%
MGIA
67
Moneta Group Investment Advisors
Missouri
$9.13M -$323K -12,760 -3%
APW
68
Austin Private Wealth
Texas
$8.63M +$8.63M +341,102 New
MAM
69
Marotta Asset Management
Virginia
$8.61M -$417K -16,486 -5%
CWA
70
Clearview Wealth Advisors
Oregon
$8.58M +$8.58M +339,238 New
AWS
71
Atria Wealth Solutions
New York
$8.33M +$8.33M +329,234 New
CHA
72
Cooper/Haims Advisors
New York
$8.18M -$1.77M -70,068 -18%
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$8.12M -$6.1M -241,076 -43%
SPA
74
Sentinel Pension Advisors
Massachusetts
$7.72M -$46.5K -1,838 -0.6%
NIC
75
Northwest Investment Counselors
Oregon
$7.44M +$372K +14,730 +5%
1 2
3
4 5