SCHZ icon

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 %
PS
101
Portfolio Solutions
Michigan
$5.48M +$142K +5,632 +3%
SPAS
102
Spectrum Planning & Advisory Services
California
$5.46M +$5.46M +215,816 New
CNWM
103
Clay Northam Wealth Management
California
$5.35M +$16K +634 +0.3%
VWA
104
VERITY Wealth Advisors
United States
$5.3M -$1.07M -42,446 -17%
OFG
105
Omega Financial Group
California
$5.26M -$63.9K -2,526 -1%
AWM
106
Aries Wealth Management
Maine
$5.26M +$5.26M +207,978 New
ES
107
ETF Store
Kansas
$5.25M -$115K -4,716 -2%
AF
108
Advisornet Financial
Minnesota
$5.09M +$183K +7,242 +4%
Morgan Stanley
109
Morgan Stanley
New York
$5.07M -$5.32M -210,314 -51%
DBRC
110
D.B. Root & Company
Pennsylvania
$5.04M -$2.42M -95,836 -32%
GLLW
111
Graves Light Lenhart Wealth
Virginia
$4.97M -$27.1K -1,070 -0.5%
EWM
112
Empirical Wealth Management
Washington
$4.81M -$35.2K -1,390 -0.7%
CWM
113
Chesapeake Wealth Management
Virginia
$4.68M -$147K -5,800 -3%
GAM
114
Gemmer Asset Management
California
$4.62M -$248K -9,794 -5%
SFG
115
SNS Financial Group
Minnesota
$4.62M +$337K +13,334 +8%
CCA
116
Cobblestone Capital Advisors
New York
$4.61M -$98.3K -3,886 -2%
AWS
117
AJ Wealth Strategies
New York
$4.6M -$285K -11,282 -6%
WIA
118
World Investment Advisors
California
$4.58M +$210K +8,306 +5%
C1AG
119
Client 1st Advisory Group
Florida
$4.25M +$4.25M +167,948 New
GRP
120
Global Retirement Partners
California
$4.14M +$4.14M +169,666 New
PFM
121
Phillips Financial Management
Indiana
$4.06M +$1.17M +46,434 +41%
ASI
122
Advisory Services & Investments
Oregon
$4.05M -$19.5M -773,102 -83%
CBFP
123
Cedar Brook Financial Partners
Ohio
$3.96M +$1.17M +46,422 +42%
WA
124
Waverly Advisors
Alabama
$3.94M -$115K -4,562 -3%
RPGK
125
Retirement Planning Group (Kansas)
Kansas
$3.92M -$9.68M -382,884 -71%
3 4
5
6 7