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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
+$59.5M
3
5L
55I LLC
Massachusetts
+$53.5M
4
Creative Planning
Creative Planning
Kansas
+$38.1M
5
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
+$29.1M

Top Sellers

1
RA
Rational Advisors
New York
-$155M
2
APP
Avantax Planning Partners
Iowa
-$90.5M
3
Charles Schwab
Charles Schwab
California
-$55.9M
4
HighTower Advisors
HighTower Advisors
Illinois
-$49M
5
DWM
Destination Wealth Management
California
-$31.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
NB
151
NBT Bank
New York
$2.61M – – –
CMBA
152
C.M. Bidwell & Associates
Hawaii
$2.5M -$70.8K -2,798 -3%
CWS
153
Cypress Wealth Services
California
$2.46M -$332K -13,136 -12%
CF
154
Centaurus Financial
California
$2.44M +$2.44M +96,390 New
BWM
155
BerganKDV Wealth Management
Minnesota
$2.43M -$56.1K -2,218 -2%
FWI
156
Facet Wealth Inc
Maryland
$2.42M +$8.19K +324 +0.3%
RRCM
157
Rappaport Reiches Capital Management
Illinois
$2.4M -$589K -23,296 -20%
SC
158
Savant Capital
Illinois
$2.38M +$4.45K +176 +0.2%
CAG
159
Curtis Advisory Group
California
$2.28M -$173K -6,850 -7%
GFP
160
Guardian Financial Partners
California
$2.25M +$95.1K +3,920 +4%
AR
161
Apeiron RIA
Texas
$2.23M +$2.23M +89,762 New
RG
162
Retirement Group
California
$2.22M +$160K +6,336 +8%
Cerity Partners
163
Cerity Partners
New York
$2.2M -$11.8M -466,784 -84%
WAM
164
WNY Asset Management
New York
$2.17M -$218K -8,586 -9%
Baird Financial Group
165
Baird Financial Group
Wisconsin
$2.17M +$17.2K +682 +0.8%
Susquehanna International Group
166
Susquehanna International Group
Pennsylvania
$2.15M +$2.15M +85,010 New
AG
167
Appleton Group
Wisconsin
$2.15M +$44K +1,738 +2%
HA
168
HC Advisors
Georgia
$2.15M +$102K +4,026 +5%
SB
169
Strategic Blueprint
Georgia
$2.14M +$1.88M +74,188 +712%
AWE
170
Avidian Wealth Enterprises
Texas
$2.1M +$1.22M +48,232 +138%
CAN
171
Cetera Advisor Networks
California
$2.09M -$326K -12,912 -14%
LWM
172
Laidlaw Wealth Management
New York
$2.08M -$988K -39,088 -32%
TNA
173
True North Advisors
Texas
$2M +$2M +79,068 New
EWA
174
EP Wealth Advisors
California
$1.98M +$277K +10,958 +16%
ECM
175
Exchange Capital Management
Michigan
$1.97M -$47.3K -1,870 -2%
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