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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.

New
Increased
Maintained
Reduced
Closed
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 %
RG
151
Retirement Group
California
$2.58M +$471K +19,688 +22%
Renaissance Technologies
152
Renaissance Technologies
New York
$2.54M +$2.54M +106,200 New
EFS
153
Econ Financial Services
Pennsylvania
$2.51M -$4.21M -175,806 -63%
AG
154
Appleton Group
Wisconsin
$2.39M +$355K +14,838 +17%
AA
155
Alesco Advisors
New York
$2.37M -$645K -26,942 -21%
PFGIA
156
Patriot Financial Group Insurance Agency
Massachusetts
$2.36M +$739K +30,890 +46%
FI
157
FIDELIS iM
Oregon
$2.26M -$487K -20,364 -18%
GFP
158
Guardian Financial Partners
California
$2.22M -$1.96K -82 -0.1%
EK
159
Evensky & Katz
Florida
$2.2M -$444K -18,542 -17%
Susquehanna International Group
160
Susquehanna International Group
Pennsylvania
$2.18M +$146K +6,084 +7%
NDSI
161
Newman Dignan & Sheerar Inc
Rhode Island
$2.18M -$996K -41,610 -31%
NB
162
NBT Bank
New York
$2.07M -$407K -17,030 -16%
ASI
163
Advisory Services & Investments
Oregon
$2.07M -$1.77M -73,728 -46%
CMBA
164
C.M. Bidwell & Associates
Hawaii
$2.06M -$308K -12,874 -13%
SC
165
Savant Capital
Illinois
$2.04M -$214K -8,934 -10%
HA
166
HC Advisors
Georgia
$2.02M -$6.75K -282 -0.3%
CWS
167
Cypress Wealth Services
California
$2.02M -$314K -13,120 -13%
CAG
168
Curtis Advisory Group
California
$2.02M -$138K -5,760 -6%
Jones Financial Companies
169
Jones Financial Companies
Missouri
$2.01M +$284K +11,876 +16%
HSA
170
HBK Sorce Advisory
Pennsylvania
$1.97M +$421K +17,586 +27%
RF
171
RHS Financial
California
$1.97M +$352K +14,704 +22%
BWL
172
Bogart Wealth LLC
Virginia
$1.95M +$108K +4,524 +6%
LWM
173
Laidlaw Wealth Management
New York
$1.94M -$22.4K -938 -1%
SFMG
174
Sage Financial Management Group
Virginia
$1.93M +$1.33M +55,714 +224%
MFA
175
Mayflower Financial Advisors
Massachusetts
$1.91M +$1.35M +56,442 +240%
5 6
7
8 9