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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.

New
Increased
Maintained
Reduced
Closed
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
Fund Evaluation Group
Ohio
$243M
2
Ameriprise
Ameriprise
Minnesota
$225M
3
5L
55I LLC
Massachusetts
$55.4M
4
Creative Planning
Creative Planning
Kansas
$56.5M
5
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
$29.3M

Top Sellers

1
RA
Rational Advisors
New York
$0
2
APP
Avantax Planning Partners
Iowa
$96.9M
3
Charles Schwab
Charles Schwab
California
$983M
4
HighTower Advisors
HighTower Advisors
Illinois
$52.3M
5
DWM
Destination Wealth Management
California
$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
126
RKL Wealth Management
Pennsylvania
$3.91M +$2.48K +98 +0.1%
ISWM
127
Independent Solutions Wealth Management
New York
$3.85M +$188K +7,446 +5%
IA
128
IFP Advisors
Florida
$3.84M +$403K +15,900 +12%
PFM
129
Peak Financial Management
Massachusetts
$3.76M -$106K -4,206 -3%
CF
130
Corrigan Financial
Rhode Island
$3.7M +$162K +6,418 +5%
Millennium Management
131
Millennium Management
New York
$3.69M +$3.69M +145,770 New
JWM
132
Janiczek Wealth Management
Colorado
$3.49M -$2.43K -96 -0.1%
TF
133
Trek Financial
Arizona
$3.46M +$3.46M +136,808 New
1WM
134
1900 Wealth Management
Texas
$3.46M -$663K -26,214 -16%
RJFSA
135
Raymond James Financial Services Advisors
Florida
$3.38M +$539K +21,310 +19%
AWM
136
Avior Wealth Management
Nebraska
$3.36M +$1.13M +44,594 +51%
NI
137
NYL Investors
New York
$3.32M +$60.7K +2,400 +2%
CMP
138
Courage Miller Partners
Virginia
$3.22M -$76.2K -3,012 -2%
AA
139
Alesco Advisors
New York
$3.18M -$373K -14,748 -10%
BBW
140
Blue Barn Wealth
Utah
$3.16M -$365K -14,438 -10%
SWM
141
SeaCrest Wealth Management
New York
$3.08M +$65.4K +2,586 +2%
FI
142
FIDELIS iM
Oregon
$2.91M +$2.91M +114,904 New
Commonwealth Equity Services
143
Commonwealth Equity Services
Massachusetts
$2.89M +$1.07M +42,504 +59%
GCA
144
Genesee Capital Advisors
New York
$2.83M +$123K +4,860 +5%
ZF
145
Zhang Financial
Michigan
$2.82M +$1.66M +65,748 +144%
EK
146
Evensky & Katz
Florida
$2.79M -$3.05M -120,478 -52%
VAS
147
Valicenti Advisory Services
New York
$2.75M -$591K -23,390 -18%
SBL
148
Sargent Bickham Lagudis
Colorado
$2.71M -$504K -19,928 -16%
BCM
149
Barden Capital Management
Texas
$2.65M +$433K +17,132 +20%
CFD
150
Creative Financial Designs
Indiana
$2.65M +$2.65M +104,954 New
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