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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 %
MFA
126
Mayflower Financial Advisors
Massachusetts
$3.31M 145,112 +28,530 +24%
CWM
127
Chesapeake Wealth Management
Virginia
$3.26M 142,920 -5,930 -4%
GRP
128
Global Retirement Partners
California
$3.2M 140,284 -41,012 -23%
AR
129
Apeiron RIA
Texas
$3.18M 139,206 +23,166 +20%
OFG
130
Omega Financial Group
California
$3.17M 139,046 +37,544 +37%
HI
131
Harbour Investments
Wisconsin
$3.14M 137,358 -1,972 -1%
Citadel Advisors
132
Citadel Advisors
Florida
$3.13M 137,316 -75,888 -36%
JWM
133
Janiczek Wealth Management
Colorado
$3.13M 132,468 -3,138 -2%
CMP
134
Courage Miller Partners
Virginia
$3.1M 135,760 +7,266 +6%
TWP
135
Tempus Wealth Planning
California
$3.1M 135,622 +114,214 +534%
BL
136
BFSG LLC
California
$3.04M 133,168 -113,304 -46%
RWM
137
RKL Wealth Management
Pennsylvania
$3.03M 132,552 -17,764 -12%
SB
138
Strategic Blueprint
Georgia
$3M 131,618 -18,402 -12%
FPCG
139
Fort Pitt Capital Group
Pennsylvania
$2.97M 130,166 -49,334 -27%
SWM
140
SeaCrest Wealth Management
New York
$2.95M 129,306 -1,396 -1%
RC
141
Roundview Capital
New Jersey
$2.94M 128,888 -62,658 -33%
NI
142
NYL Investors
New York
$2.94M 128,600 -5,000 -4%
BWL
143
Bogart Wealth LLC
Virginia
$2.78M 121,584 +13,024 +12%
SPAS
144
Spectrum Planning & Advisory Services
California
$2.73M 119,624 -74,628 -38%
1WM
145
1900 Wealth Management
Texas
$2.72M 119,222 -14,892 -11%
CAG
146
Curtis Advisory Group
California
$2.72M 119,214 +29,550 +33%
WIM
147
WealthPlan Investment Management
Nebraska
$2.72M 117,038 +19,692 +20%
WP
148
WealthPLAN Partners
Nebraska
$2.71M 117,038 +117,038 New
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$2.7M 118,266 -42,252 -26%
SWA
150
Stratos Wealth Advisors
Ohio
$2.7M 118,170 +2,758 +2%
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