SCHZ icon

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 %
CWM
101
Curi Wealth Management
North Carolina
$4.94M 108,159 +45,940 +74%
FD
102
Financial Designs
California
$4.81M 105,398 +105,398 New
CHA
103
Cooper/Haims Advisors
New York
$4.78M 104,745 +41,592 +66%
PMG
104
ProVise Management Group
Florida
$4.75M 104,088 -24,611 -19%
CWA
105
Clearview Wealth Advisors
Oregon
$4.72M 103,423 -35,794 -26%
WIA
106
World Investment Advisors
California
$4.54M 99,561 +1,392 +1%
SAG
107
SageView Advisory Group
California
$4.48M 98,125 +98,125 New
SFS
108
Summit Financial Strategies
Ohio
$4.48M 98,039 -9,191 -9%
SFG
109
SNS Financial Group
Minnesota
$4.42M 96,764 +96,764 New
LPAM
110
Lodestar Private Asset Management
California
$4.37M 95,809 +95,809 New
ISWM
111
Independent Solutions Wealth Management
New York
$4.01M 87,736 +6,662 +8%
BSB
112
Bangor Savings Bank
Maine
$4M 87,593 -17,735 -17%
BCWM
113
Bartlett & Co Wealth Management
Ohio
$3.97M 86,886 -4,098 -5%
BC
114
Bartlett & Co
Ohio
$3.97M 86,886 -4,098 -5%
WA
115
Waverly Advisors
Alabama
$3.74M 81,898 +2,184 +3%
ES
116
ETF Store
Kansas
$3.74M 80,646 -6,481 -7%
EWM
117
Empirical Wealth Management
Washington
$3.71M 81,274 -691 -0.8%
OMC
118
Old Mission Capital
Illinois
$3.69M 80,839 +12,483 +18%
CF
119
Corrigan Financial
Rhode Island
$3.66M 80,214 +4,036 +5%
PFM
120
Phillips Financial Management
Indiana
$3.55M 77,768 +2,733 +4%
PFM
121
Peak Financial Management
Massachusetts
$3.55M 77,679 +651 +0.8%
AA
122
Ancora Advisors
Ohio
$3.52M 77,068 -77,343 -50%
CBFP
123
Cedar Brook Financial Partners
Ohio
$3.45M 75,522 +2,648 +4%
LEFP
124
Leading Edge Financial Planning
Tennessee
$3.38M 73,949 +73,949 New
CAPTRUST Financial Advisors
125
CAPTRUST Financial Advisors
North Carolina
$3.34M 73,267 -24,851 -25%
3 4
5
6 7