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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

502 hedge funds and large institutions have $3.44B invested in Schwab US Aggregate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 176 increasing their positions, 239 reducing their positions, and 54 closing their positions.

Holders
502
Holders Change
-30
Holders Change %
-5.64%
% of All Funds
8.68%
Holding in Top 10
54
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10%
% of All Funds
0.93%
New
29
Increased
176
Reduced
239
Closed
54
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CST
1
Charles Schwab Trust
Nevada
$15M
2
FANJ
2
Financial Architects (New Jersey)
New Jersey
$12M
3
BTI
3
Blue Trust Inc
Georgia
$8.48M
4
VNA
4
Valley National Advisers
Pennsylvania
$8M
5
CSIA
5
Charles Schwab Investment Advisory
California
$6.77M

Top Sellers

1
CW
1
Connectus Wealth
Ohio
$17.2M
2
Ameriprise
2
Ameriprise
Minnesota
$91.7M
3
DWM
3
Destination Wealth Management
California
$20.8M
4
Jane Street
4
Jane Street
New York
$33.5M
5
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BPA
51
Beacon Pointe Advisors
California
$9.49M 209,318 -10,163 -5%
FWP
52
FAS Wealth Partners
Kansas
$9.48M 209,255 +39,682 +23%
RPGK
53
Retirement Planning Group (Kansas)
Kansas
$9.13M 201,481 +134,777 +202%
T
54
TCWP
Ohio
$9.09M 200,641 -61,992 -24%
MA
55
Mutual Advisors
Nebraska
$9.06M 200,045 -2,932 -1%
UBS Group
56
UBS Group
Switzerland
$8.98M 198,196 +77,055 +64%
BTI
57
Blue Trust Inc
Georgia
$8.48M 177,170 +177,134 +492,039%
BDFN
58
Bond & Devick Financial Network
Minnesota
$8.34M 183,979 +13,100 +8%
MCCP
59
Mission Creek Capital Partners
California
$8.32M 183,653 -4,952 -3%
VNA
60
Valley National Advisers
Pennsylvania
$8M 178,889 +178,862 +662,452%
C1AG
61
Client 1st Advisory Group
Florida
$8M 176,455 +1,836 +1%
WWG
62
West Wealth Group
California
$7.88M 173,869 -8,872 -5%
AWS
63
Atria Wealth Solutions
New York
$7.74M 170,857 +10,023 +6%
AA
64
Ancora Advisors
Ohio
$7M 154,411 -225,994 -59%
NIC
65
Northwest Investment Counselors
Oregon
$6.88M 151,725 +1,584 +1%
CSIA
66
Charles Schwab Investment Advisory
California
$6.77M 149,330 +143,750 +2,576%
RWM
67
Reston Wealth Management
Virginia
$6.67M 147,243 +47,193 +47%
EFS
68
Econ Financial Services
Pennsylvania
$6.36M 140,328 +87,937 +168%
CWA
69
Clearview Wealth Advisors
Oregon
$6.31M 139,217 +3,075 +2%
MAM
70
Marotta Asset Management
Virginia
$6.23M 137,406 -4,987 -4%
CNWM
71
Clay Northam Wealth Management
California
$6.15M 135,684 +3,097 +2%
JJBC
72
James J. Burns & Company
New York
$6.12M 134,977 +134,977 New
TC
73
Tenret Company
Florida
$6.09M 134,330 -122,577 -48%
LA
74
LVW Advisors
New York
$5.99M 132,137 +834 +0.6%
FF
75
Friedenthal Financial
New Jersey
$5.97M 131,676 -779 -0.6%
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