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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$12.9M 283,409 -135,758 -32%
FANJ
52
Financial Architects (New Jersey)
New Jersey
$12.2M 267,654 +2,237 +0.8%
FWP
53
FAS Wealth Partners
Kansas
$11.7M 255,448 +46,193 +22%
Jones Financial Companies
54
Jones Financial Companies
Missouri
$11.6M 255,018 +154,701 +154%
FCH
55
Freestone Capital Holdings
Washington
$11.3M 247,773 +217,408 +716%
LIM
56
Leavell Investment Management
Alabama
$11M 241,446 -37,823 -14%
OWA
57
One Wealth Advisors
California
$10.9M 237,787 +19,663 +9%
M
58
MYeCFO
California
$10.3M 224,920 +224,920 New
PIMG
59
Patriot Investment Management Group
Tennessee
$10.1M 214,569 -17,731 -8%
MA
60
Mutual Advisors
Nebraska
$9.44M 206,790 +6,745 +3%
LPL Financial
61
LPL Financial
California
$9.16M 200,762 -8,805 -4%
BPA
62
Beacon Pointe Advisors
California
$9.08M 198,841 -10,477 -5%
MGIA
63
Moneta Group Investment Advisors
Missouri
$8.81M 186,760 -30,874 -14%
BTI
64
Blue Trust Inc
Georgia
$8.72M 192,438 +15,268 +9%
BDFN
65
Bond & Devick Financial Network
Minnesota
$8.41M 184,329 +350 +0.2%
C1AG
66
Client 1st Advisory Group
Florida
$8.31M 182,123 +5,668 +3%
NFG
67
Northeast Financial Group
Pennsylvania
$8M 175,338 -212,180 -55%
RWP
68
Revolve Wealth Partners
New Jersey
$7.97M 174,543 +43,744 +33%
AWS
69
Atria Wealth Solutions
New York
$7.79M 170,664 -193 -0.1%
CSIA
70
Charles Schwab Investment Advisory
California
$7.51M 164,437 +15,107 +10%
KL
71
KilterHowling LLC
Colorado
$7.49M 164,131 -139,061 -46%
T
72
TCWP
Ohio
$7.26M 159,110 -41,531 -21%
MCCP
73
Mission Creek Capital Partners
California
$7.24M 158,581 -25,072 -14%
WWG
74
West Wealth Group
California
$7.23M 158,484 -15,385 -9%
NIC
75
Northwest Investment Counselors
Oregon
$7.05M 154,420 +2,695 +2%
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