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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 %
MWM
51
MorganRosel Wealth Management
Colorado
$11.4M 237,917 -62,160 -21%
PIMG
52
Patriot Investment Management Group
Tennessee
$11M 229,473 -65,968 -22%
OWA
53
One Wealth Advisors
California
$10.8M 226,513 +17,179 +8%
BL
54
BFSG LLC
California
$10.8M 224,907 -21,162 -9%
MGIA
55
Moneta Group Investment Advisors
Missouri
$10.7M 223,271 +42,749 +24%
BPA
56
Beacon Pointe Advisors
California
$10.5M 219,481 -11,891 -5%
LPL Financial
57
LPL Financial
California
$9.84M 205,592 -36,566 -15%
MA
58
Mutual Advisors
Nebraska
$9.72M 202,977 -11,999 -6%
MCCP
59
Mission Creek Capital Partners
California
$9.03M 188,605 -2,465 -1%
KL
60
KilterHowling LLC
Colorado
$8.89M 185,635 -387,238 -68%
PA
61
Procyon Advisors
Connecticut
$8.88M 185,508 +2,976 +2%
WWG
62
West Wealth Group
California
$8.75M 182,741 -45,339 -20%
OFG
63
OTA Financial Group
New York
$8.71M 181,930 +181,930 New
AWC
64
Adamsbrown Wealth Consultants
Kansas
$8.41M 175,704 -120,901 -41%
C1AG
65
Client 1st Advisory Group
Florida
$8.36M 174,619 +90,645 +108%
BDFN
66
Bond & Devick Financial Network
Minnesota
$8.18M 170,879 +58,043 +51%
FWP
67
FAS Wealth Partners
Kansas
$8.12M 169,573 -68,560 -29%
AWS
68
Atria Wealth Solutions
New York
$7.7M 160,834 -3,783 -2%
PMG
69
ProVise Management Group
Florida
$7.37M 153,993 -27,046 -15%
NIC
70
Northwest Investment Counselors
Oregon
$7.19M 150,141 +3,121 +2%
MAM
71
Marotta Asset Management
Virginia
$6.86M 142,393 -27,787 -16%
CWA
72
Clearview Wealth Advisors
Oregon
$6.52M 136,142 -33,477 -20%
CNWM
73
Clay Northam Wealth Management
California
$6.35M 132,587 +26,715 +25%
FF
74
Friedenthal Financial
New Jersey
$6.34M 132,455 -80,681 -38%
LA
75
LVW Advisors
New York
$6.29M 131,303 -9,619 -7%
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3
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