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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 %
RWP
76
Revolve Wealth Partners
New Jersey
$5.93M 130,799 +5,648 +5%
PMG
77
ProVise Management Group
Florida
$5.83M 128,699 -25,294 -16%
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$5.66M 125,007 -633 -0.5%
BL
79
BFSG LLC
California
$5.58M 123,236 -101,671 -45%
GC
80
Guggenheim Capital
Illinois
$5.52M 121,882 – –
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$5.46M 120,514 +74,967 +165%
SWM
82
SigFig Wealth Management
California
$5.39M 128,685 +3,065 +2%
AWM
83
AE Wealth Management
Kansas
$5.38M 118,743 -11,273 -9%
IA
84
IFP Advisors
Florida
$5.34M 103,588 +27,865 +37%
T
85
TNF
Montana
$5.29M 117,969 +2,559 +2%
WAM
86
Wakefield Asset Management
Colorado
$5.28M 116,439 -7,085 -6%
MA
87
Modus Advisors
Minnesota
$5.19M 114,625 -2,058 -2%
RJFSA
88
Raymond James Financial Services Advisors
Florida
$5.03M 111,034 +43,764 +65%
Morgan Stanley
89
Morgan Stanley
New York
$4.87M 107,542 -22,973 -18%
SFS
90
Summit Financial Strategies
Ohio
$4.86M 107,230 -483 -0.4%
Citadel Advisors
91
Citadel Advisors
Florida
$4.83M 106,602 -269,556 -72%
BSB
92
Bangor Savings Bank
Maine
$4.77M 105,328 -4,848 -4%
Jones Financial Companies
93
Jones Financial Companies
Missouri
$4.55M 100,317 +58,331 +139%
WIA
94
World Investment Advisors
California
$4.45M 98,169 +4,287 +5%
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$4.45M 98,118 -5,538 -5%
SPAS
96
Spectrum Planning & Advisory Services
California
$4.4M 97,126 -4,512 -4%
RC
97
Roundview Capital
New Jersey
$4.34M 95,773 -18,110 -16%
SFS
98
Security Financial Services
Indiana
$4.16M 91,754 -14,386 -14%
BCWM
99
Bartlett & Co Wealth Management
Ohio
$4.12M 90,984 -5,177 -5%
BC
100
Bartlett & Co
Ohio
$4.12M 90,984 -5,177 -5%
2 3
4
5 6