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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 Holding Trade Value Shares
Change 		Shares
Change %
JWM
126
Janiczek Wealth Management
Colorado
$3.43M +$41.1K +1,674 +1%
GLLW
127
Graves Light Lenhart Wealth
Virginia
$3.38M -$1.32M -55,322 -28%
CFMC
128
Curbstone Financial Management Corp
New Hampshire
$3.37M -$2.45M -102,400 -42%
CBFP
129
Cedar Brook Financial Partners
Ohio
$3.37M -$374K -15,614 -10%
IWC
130
Integrated Wealth Concepts
Massachusetts
$3.36M +$2.39M +99,848 +247%
HI
131
Harbour Investments
Wisconsin
$3.34M +$3.34M +139,330 New
ZF
132
Zhang Financial
Michigan
$3.31M +$636K +26,590 +24%
1WM
133
1900 Wealth Management
Texas
$3.3M +$29.7K +1,240 +0.9%
AWS
134
AJ Wealth Strategies
New York
$3.23M -$1.13M -47,188 -26%
RJFSA
135
Raymond James Financial Services Advisors
Florida
$3.22M +$21.4K +894 +0.7%
RPGK
136
Retirement Planning Group (Kansas)
Kansas
$3.19M -$514K -21,484 -14%
IA
137
Integrity Advisory
Kansas
$3.18M +$1.37M +57,160 +76%
NI
138
NYL Investors
New York
$3.13M -$19.1K -800 -0.6%
CMP
139
Courage Miller Partners
Virginia
$3.06M +$10.5K +438 +0.3%
OAM
140
Oak Asset Management
California
$3.06M +$3.06M +127,866 New
CFD
141
Creative Financial Designs
Indiana
$2.92M +$403K +16,814 +16%
BCM
142
Barden Capital Management
Texas
$2.88M +$363K +15,168 +14%
AF
143
Advisornet Financial
Minnesota
$2.86M -$1.96M -81,828 -41%
OFG
144
Omega Financial Group
California
$2.86M -$2.12M -88,656 -43%
AWE
145
Avidian Wealth Enterprises
Texas
$2.83M +$844K +35,276 +42%
FTS
146
Fifth Third Securities
Ohio
$2.83M +$2.83M +118,190 New
SWM
147
SeaCrest Wealth Management
New York
$2.82M -$96.5K -4,030 -3%
BBW
148
Blue Barn Wealth
Utah
$2.79M -$199K -8,304 -7%
LWM
149
Ledge Wealth Management
Minnesota
$2.7M +$1M +41,936 +59%
CC
150
Callan Capital
California
$2.66M +$2.66M +111,104 New
4 5
6
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