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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.

New
Increased
Maintained
Reduced
Closed
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 %
SBL
151
Sargent Bickham Lagudis
Colorado
$2.36M -$984K -43,436 -29%
OFG
152
Omega Financial Group
California
$2.3M -$404K -17,820 -15%
GFP
153
Guardian Financial Partners
California
$2.29M +$186K +8,230 +9%
WIM
154
WealthPlan Investment Management
Nebraska
$2.29M +$2.29M +97,346 New
CWS
155
Cypress Wealth Services
California
$2.15M +$253K +11,242 +13%
CC
156
Callan Capital
California
$2.14M -$376K -16,590 -15%
AA
157
Alesco Advisors
New York
$2.12M -$117K -5,174 -5%
AG
158
Appleton Group
Wisconsin
$2.11M -$150K -6,608 -7%
LWM
159
Ledge Wealth Management
Minnesota
$2.08M -$476K -21,000 -19%
EK
160
Evensky & Katz
Florida
$2.04M -$43K -1,898 -2%
CAG
161
Curtis Advisory Group
California
$2.03M +$121K +5,352 +6%
NB
162
NBT Bank
New York
$1.92M -$39K -1,720 -2%
WANY
163
Wealthspire Advisors (New York)
New York
$1.91M -$1.68M -74,284 -47%
RG
164
Retirement Group
California
$1.9M -$536K -23,636 -22%
SC
165
Savant Capital
Illinois
$1.9M -$27.6K -1,220 -1%
RF
166
RHS Financial
California
$1.89M +$22.3K +984 +1%
HA
167
HC Advisors
Georgia
$1.79M -$125K -5,528 -7%
KFS
168
Kaizen Financial Strategies
California
$1.78M +$224K +9,900 +14%
Baird Financial Group
169
Baird Financial Group
Wisconsin
$1.73M -$15.7K -694 -0.9%
SCM
170
SevenOneSeven Capital Management
Pennsylvania
$1.72M +$137K +6,062 +9%
MFGP
171
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.71M +$305K +13,482 +22%
AWE
172
Avidian Wealth Enterprises
Texas
$1.69M -$989K -43,636 -37%
AWA
173
Alaska Wealth Advisors
Alaska
$1.67M -$65K -2,868 -4%
WHCI
174
W.H. Cornerstone Investments
Massachusetts
$1.67M +$1.67M +74,278 New
VFIC
175
Valley Forge Investment Consultants
Pennsylvania
$1.66M +$45.6K +2,012 +3%
5 6
7
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