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Schwab US Aggregate Bond ETF
SCHZ

538 hedge funds and large institutions have $3.8B invested in Schwab US Aggregate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 186 increasing their positions, 217 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 41

15% more funds holding in top 10

Funds holding in top 10: 54 → 62 (+8)

10% more capital invested

Capital invested by funds: $3.44B → $3.8B (+$354M)

9.81% more ownership

Funds ownership: 100.94% → 110.75% (+9.8%)

7% more funds holding

Funds holding: 503 → 538 (+35)

2% more call options, than puts

Call options by funds: $251K | Put options by funds: $247K

14% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 217

Holders
538
Holders Change
+35
Holders Change %
+6.96%
% of All Funds
8.65%
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
186
Reduced
217
Closed
41
Calls
$251K
Puts
$247K
Net Calls
+$4K
Net Calls Change
+$4K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$91.6M
2
DWM
Destination Wealth Management
California
+$89.9M
3
BAAM
Baker Avenue Asset Management
California
+$69M
4
Charles Schwab
Charles Schwab
California
+$51.1M
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$29.4M

Top Sellers

Rank Fund Capital Flow
1
OIA
OneDigital Investment Advisors
Kansas
-$39.4M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$22.5M
3
HCM
Hengehold Capital Management
Ohio
-$21M
4
NRI
NFP Retirement Inc
California
-$12.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
101
Curi Wealth Management
North Carolina
$4.94M +$2.09M +91,880 +74%
FD
102
Financial Designs
California
$4.81M +$4.8M +210,796 New
CHA
103
Cooper/Haims Advisors
New York
$4.78M +$1.89M +83,184 +66%
PMG
104
ProVise Management Group
Florida
$4.75M -$1.12M -49,222 -19%
CWA
105
Clearview Wealth Advisors
Oregon
$4.72M -$1.63M -71,588 -26%
WIA
106
World Investment Advisors
California
$4.54M +$63.4K +2,784 +1%
SAG
107
SageView Advisory Group
California
$4.48M +$4.47M +196,250 New
SFS
108
Summit Financial Strategies
Ohio
$4.48M -$418K -18,382 -9%
SFG
109
SNS Financial Group
Minnesota
$4.42M +$4.41M +193,528 New
LPAM
110
Lodestar Private Asset Management
California
$4.37M +$4.36M +191,618 New
ISWM
111
Independent Solutions Wealth Management
New York
$4.01M +$303K +13,324 +8%
BSB
112
Bangor Savings Bank
Maine
$4M -$808K -35,470 -17%
BCWM
113
Bartlett & Co Wealth Management
Ohio
$3.97M -$187K -8,196 -5%
BC
114
Bartlett & Co
Ohio
$3.97M -$187K -8,196 -5%
WA
115
Waverly Advisors
Alabama
$3.74M +$99.4K +4,368 +3%
ES
116
ETF Store
Kansas
$3.74M -$295K -12,962 -7%
EWM
117
Empirical Wealth Management
Washington
$3.71M -$31.5K -1,382 -0.8%
OMC
118
Old Mission Capital
Illinois
$3.69M +$568K +24,966 +18%
CF
119
Corrigan Financial
Rhode Island
$3.66M +$184K +8,072 +5%
PFM
120
Phillips Financial Management
Indiana
$3.55M +$124K +5,466 +4%
PFM
121
Peak Financial Management
Massachusetts
$3.55M +$29.6K +1,302 +0.8%
AA
122
Ancora Advisors
Ohio
$3.52M -$3.52M -154,686 -50%
CBFP
123
Cedar Brook Financial Partners
Ohio
$3.45M +$121K +5,296 +4%
LEFP
124
Leading Edge Financial Planning
Tennessee
$3.38M +$3.37M +147,898 New
CAPTRUST Financial Advisors
125
CAPTRUST Financial Advisors
North Carolina
$3.34M -$1.13M -49,702 -25%
3 4
5
6 7

SCHZ Hedge Fund Activity: Q4 2022 in Review

538 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q4 2022, worth a combined $3.8B — up 10% from $3.44B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SCHZ positions and 41 closed out — a net gain of 43 holders — while 186 added to existing stakes and 217 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $91.6M. The largest seller was OneDigital Investment Advisors, cutting an estimated $39.4M.

  • 538 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q4 2022, up from 503 in Q3 2022.
  • Funds reported $3.8B of Schwab US Aggregate Bond ETF stock for Q4 2022, up 10% quarter-over-quarter.
  • 84 funds opened new Schwab US Aggregate Bond ETF positions in Q4 2022 and 41 closed out, a net change of +43 holders.
  • The largest Schwab US Aggregate Bond ETF buyer in Q4 2022 was Goldman Sachs, an estimated $91.6M added.
  • The largest Schwab US Aggregate Bond ETF seller in Q4 2022 was OneDigital Investment Advisors, an estimated $39.4M sold.

Based on aggregated 13F filings for Q4 2022.