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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

532 hedge funds and large institutions have $3.96B invested in Schwab US Aggregate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 165 increasing their positions, 256 reducing their positions, and 56 closing their positions.

Holders
532
Holders Change
-7
Holders Change %
-1.3%
% of All Funds
9%
Holding in Top 10
60
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.01%
New
54
Increased
165
Reduced
256
Closed
56
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$66.1M
2
DWM
2
Destination Wealth Management
California
$57.7M
3
TF
3
Theory Financial
Colorado
$22M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$301M
5
AO
5
Advisor OS
Illinois
$19.1M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$12.4M
2
FEG
2
Fund Evaluation Group
Ohio
$0
3
5L
3
55I LLC
Massachusetts
$0
4
MFRM
4
Milliman Financial Risk Management
Illinois
$116M
5
SFPM
5
Sensible Financial Planning & Management
Massachusetts
$3.52M
Name Market Value Shares Shares
Change 		Shares
Change %
SFG
101
SNS Financial Group
Minnesota
$4.56M 95,327 +3,988 +4%
EWM
102
Empirical Wealth Management
Washington
$4.42M 92,379 -2,625 -3%
SWA
103
Stratos Wealth Advisors
Ohio
$4.41M 92,115 -31,179 -25%
VWA
104
VERITY Wealth Advisors
United States
$4.4M 91,817 -13,058 -12%
GRP
105
Global Retirement Partners
California
$4.32M 90,238 +5,405 +6%
CCA
106
Cobblestone Capital Advisors
New York
$4.29M 89,663 -1,518 -2%
Northwestern Mutual Wealth Management
107
Northwestern Mutual Wealth Management
Wisconsin
$4.23M 88,294 -47,361 -35%
GAM
108
Gemmer Asset Management
California
$4.23M 88,255 -3,106 -3%
FWI
109
Facet Wealth Inc
Maryland
$4.1M 85,619 +37,835 +79%
BG
110
Benedetti & Gucer
Georgia
$4.02M 83,844 +69,228 +474%
CWM
111
Chesapeake Wealth Management
Virginia
$4.02M 83,867 -8,689 -9%
IA
112
IFP Advisors
Florida
$3.84M 75,723 – –
ISWM
113
Independent Solutions Wealth Management
New York
$3.81M 79,550 +3,427 +5%
WANY
114
Wealthspire Advisors (New York)
New York
$3.8M 79,355 -38,703 -33%
DBRC
115
D.B. Root & Company
Pennsylvania
$3.71M 77,435 -22,325 -22%
WA
116
Waverly Advisors
Alabama
$3.65M 76,209 -1,777 -2%
RWM
117
RKL Wealth Management
Pennsylvania
$3.63M 75,878 -1,398 -2%
CF
118
Corrigan Financial
Rhode Island
$3.6M 75,162 +1,904 +3%
PFM
119
Peak Financial Management
Massachusetts
$3.56M 74,275 -77 -0.1%
LWMT
120
Legacy Wealth Management (Tennessee)
Tennessee
$3.55M 74,231 -505,322 -87%
SBL
121
Sargent Bickham Lagudis
Colorado
$3.53M 73,824 +20,214 +38%
SFPM
122
Sensible Financial Planning & Management
Massachusetts
$3.52M 73,544 -843,059 -92%
PFM
123
Phillips Financial Management
Indiana
$3.48M 72,611 -7,684 -10%
AWM
124
Avior Wealth Management
Nebraska
$3.47M 72,480 +6,128 +9%
SB
125
Strategic Blueprint
Georgia
$3.44M 71,828 +29,525 +70%
3 4
5
6 7