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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 %
FCA
76
FLC Capital Advisors
California
$7.41M +$7.41M +293,076 New
RWM
77
Reston Wealth Management
Virginia
$7.4M +$44.3K +1,752 +0.6%
LA
78
LVW Advisors
New York
$7.13M -$203K -8,012 -3%
EFS
79
Econ Financial Services
Pennsylvania
$7.1M +$5.71M +225,958 +414%
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$6.86M -$1.98M -78,172 -22%
GC
81
Guggenheim Capital
Illinois
$6.69M – – –
BIA
82
Bigelow Investment Advisors
Maine
$6.63M -$2.3M -90,834 -26%
WAM
83
Wakefield Asset Management
Colorado
$6.55M +$821K +32,466 +14%
SWM
84
SigFig Wealth Management
California
$6.47M +$1.24M +53,782 +24%
AWM
85
AE Wealth Management
Kansas
$6.43M +$6.22M +246,096 +3,078%
T
86
TNF
Montana
$6.25M +$6.25M +257,718 New
SWA
87
Stratos Wealth Advisors
Ohio
$6.24M +$3.22M +127,452 +107%
MA
88
Modus Advisors
Minnesota
$6.17M -$633K -25,042 -9%
CFMC
89
Curbstone Financial Management Corp
New Hampshire
$6.15M +$137K +5,400 +2%
RC
90
Roundview Capital
New Jersey
$6M -$424K -16,786 -7%
WANY
91
Wealthspire Advisors (New York)
New York
$5.97M -$1.3M -51,232 -18%
SFS
92
Summit Financial Strategies
Ohio
$5.96M -$170K -6,712 -3%
RWP
93
Revolve Wealth Partners
New Jersey
$5.84M +$336K +13,274 +6%
TC
94
Tenret Company
Florida
$5.79M -$7.25M -286,716 -56%
SFS
95
Security Financial Services
Indiana
$5.77M +$5.77M +228,038 New
UBS Group
96
UBS Group
Switzerland
$5.71M -$26.9K -1,064 -0.5%
BDFN
97
Bond & Devick Financial Network
Minnesota
$5.71M +$232K +9,186 +4%
SFA
98
Souders Financial Advisors
Ohio
$5.69M +$236K +9,346 +4%
BC
99
Bartlett & Co
Ohio
$5.67M -$314K -12,424 -5%
BCWM
100
Bartlett & Co Wealth Management
Ohio
$5.67M -$314K -12,424 -5%
2 3
4
5 6