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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 %
CNWM
76
Clay Northam Wealth Management
California
$6.86M 150,270 +14,586 +11%
WP
77
WealthShield Partners
North Carolina
$6.82M 149,329 +123,750 +484%
NRI
78
NFP Retirement Inc
California
$6.67M 146,073 -268,115 -65%
T
79
TNF
Montana
$6.54M 139,962 +21,993 +19%
JJBC
80
James J. Burns & Company
New York
$6.48M 141,985 +7,008 +5%
EFS
81
Econ Financial Services
Pennsylvania
$6.3M 138,011 -2,317 -2%
FRA
82
FFG Retirement Advisors
Colorado
$6.29M 137,747 +137,747 New
CC
83
Callan Capital
California
$6.21M 136,038 +88,781 +188%
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$6.12M 134,030 +9,023 +7%
MAM
85
Marotta Asset Management
Virginia
$6.08M 133,119 -4,287 -3%
RJFSA
86
Raymond James Financial Services Advisors
Florida
$5.87M 128,679 +17,645 +16%
FF
87
Friedenthal Financial
New Jersey
$5.75M 125,946 -5,730 -4%
SDWMA
88
Schneider Downs Wealth Management Advisors
Pennsylvania
$5.69M 124,613 +105,132 +540%
SWM
89
SigFig Wealth Management
California
$5.64M 136,365 +7,680 +6%
WI
90
WrapManager Inc
California
$5.63M 123,368 +123,368 New
RWM
91
Reston Wealth Management
Virginia
$5.45M 119,382 -27,861 -19%
RPGK
92
Retirement Planning Group (Kansas)
Kansas
$5.43M 118,939 -82,542 -41%
IA
93
IFP Advisors
Florida
$5.37M 105,868 +2,280 +2%
GC
94
Guggenheim Capital
Illinois
$5.36M 117,462 -4,420 -4%
AWM
95
AE Wealth Management
Kansas
$5.28M 115,555 -3,188 -3%
SFS
96
Security Financial Services
Indiana
$5.25M 114,912 +23,158 +25%
UBS Group
97
UBS Group
Switzerland
$5.21M 114,118 -84,078 -42%
WAM
98
Wakefield Asset Management
Colorado
$5.19M 113,612 -2,827 -2%
SFA
99
Seneca Financial Advisors
New York
$5.15M 112,748 +96,763 +605%
AA
100
AlphaQ Advisors
Florida
$5.04M 110,326 +110,326 New
2 3
4
5 6