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 Holding Trade Value Shares
Change 		Shares
Change %
AWS
126
AJ Wealth Strategies
New York
$3.05M – – –
JWM
127
Janiczek Wealth Management
Colorado
$3.04M -$95.8K -4,268 -3%
1WM
128
1900 Wealth Management
Texas
$3.04M -$86.3K -3,808 -3%
NI
129
NYL Investors
New York
$3.03M +$68K +3,000 +2%
IA
130
Integrity Advisory
Kansas
$3M -$3.94K -174 -0.1%
SWM
131
SeaCrest Wealth Management
New York
$2.96M +$294K +12,998 +11%
BIA
132
Bigelow Investment Advisors
Maine
$2.95M -$1.4M -61,924 -32%
CMP
133
Courage Miller Partners
Virginia
$2.91M +$14.2K +628 +0.5%
AWM
134
Avior Wealth Management
Nebraska
$2.89M -$398K -17,576 -12%
CHA
135
Cooper/Haims Advisors
New York
$2.86M -$2.26M -99,664 -44%
CWM
136
Curi Wealth Management
North Carolina
$2.82M +$2.43M +107,298 +626%
FLA
137
Financial Life Advisors
Texas
$2.76M +$2.76M +121,794 New
AF
138
Advisornet Financial
Minnesota
$2.72M +$16.9K +746 +0.6%
BCM
139
Barden Capital Management
Texas
$2.67M -$47.7K -2,106 -2%
PS
140
Portfolio Solutions
Michigan
$2.67M -$2.1M -92,488 -44%
FTS
141
Fifth Third Securities
Ohio
$2.66M -$17.7K -780 -0.7%
MFA
142
Mayflower Financial Advisors
Massachusetts
$2.64M +$830K +36,622 +46%
HF
143
HRT Financial
New York
$2.63M +$2.14M +94,420 +433%
SWA
144
Stratos Wealth Advisors
Ohio
$2.62M -$1.56M -68,818 -37%
AR
145
Apeiron RIA
Texas
$2.6M +$29.4K +1,310 +1%
BBW
146
Blue Barn Wealth
Utah
$2.6M -$39.6K -1,748 -2%
CFD
147
Creative Financial Designs
Indiana
$2.52M -$240K -10,584 -9%
BWL
148
Bogart Wealth LLC
Virginia
$2.46M +$616K +27,198 +33%
PA
149
PFG Advisors
Arizona
$2.39M +$2.39M +105,510 New
AWC
150
Adamsbrown Wealth Consultants
Kansas
$2.36M -$5.6M -247,142 -70%
4 5
6
7 8