SCHZ icon

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 %
OFG
101
OTA Financial Group
New York
$4.11M 90,713 -91,217 -50%
VWA
102
VERITY Wealth Advisors
United States
$4.08M 90,035 -1,782 -2%
FPCG
103
Fort Pitt Capital Group
Pennsylvania
$4.07M 89,750 +89,750 New
GRP
104
Global Retirement Partners
California
$4.05M 90,648 +410 +0.5%
ES
105
ETF Store
Kansas
$3.95M 87,127 -17,990 -17%
GAM
106
Gemmer Asset Management
California
$3.78M 83,462 -4,793 -5%
EWM
107
Empirical Wealth Management
Washington
$3.71M 81,965 -10,414 -11%
ISWM
108
Independent Solutions Wealth Management
New York
$3.67M 81,074 +1,524 +2%
FWI
109
Facet Wealth Inc
Maryland
$3.64M 82,197 -3,422 -4%
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$3.64M 80,259 -8,035 -9%
WA
111
Waverly Advisors
Alabama
$3.61M 79,714 +3,505 +5%
PFM
112
Peak Financial Management
Massachusetts
$3.49M 77,028 +2,753 +4%
CF
113
Corrigan Financial
Rhode Island
$3.45M 76,178 +1,016 +1%
CCA
114
Cobblestone Capital Advisors
New York
$3.41M 75,182 -14,481 -16%
RWM
115
RKL Wealth Management
Pennsylvania
$3.41M 75,158 -720 -0.9%
PFM
116
Phillips Financial Management
Indiana
$3.4M 75,035 +2,424 +3%
SB
117
Strategic Blueprint
Georgia
$3.4M 75,010 +3,182 +4%
CWM
118
Chesapeake Wealth Management
Virginia
$3.37M 74,425 -9,442 -11%
HI
119
Harbour Investments
Wisconsin
$3.34M 69,665 – –
ZF
120
Zhang Financial
Michigan
$3.32M 73,211 +4,143 +6%
CBFP
121
Cedar Brook Financial Partners
Ohio
$3.3M 72,874 +2,424 +3%
CFMC
122
Curbstone Financial Management Corp
New Hampshire
$3.19M 70,450 – –
IWC
123
Integrated Wealth Concepts
Massachusetts
$3.13M 68,961 -1,140 -2%
OMC
124
Old Mission Capital
Illinois
$3.1M 68,356 -196,187 -74%
GLLW
125
Graves Light Lenhart Wealth
Virginia
$3.07M 67,774 -2,916 -4%
3 4
5
6 7