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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
FTS
151
Fifth Third Securities
Ohio
$2.69M +$13K +570 +0.5%
PA
152
PFG Advisors
Arizona
$2.69M +$283K +12,396 +12%
Cerity Partners
153
Cerity Partners
New York
$2.67M +$1.2M +52,502 +81%
ZF
154
Zhang Financial
Michigan
$2.67M -$674K -29,532 -20%
VWA
155
VERITY Wealth Advisors
United States
$2.65M -$1.46M -64,064 -36%
IWC
156
Integrated Wealth Concepts
Massachusetts
$2.62M -$523K -22,938 -17%
MFGP
157
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.6M +$873K +38,268 +51%
AF
158
Advisornet Financial
Minnesota
$2.59M -$151K -6,620 -6%
MLA
159
My Legacy Advisors
Oregon
$2.5M +$1.27M +54,160 +104%
KC
160
Kades & Cheifetz
Pennsylvania
$2.46M +$2.46M +107,786 New
CFMC
161
Curbstone Financial Management Corp
New Hampshire
$2.45M -$765K -33,500 -24%
CFD
162
Creative Financial Designs
Indiana
$2.44M -$97.5K -4,272 -4%
AAS
163
Avantax Advisory Services
Texas
$2.43M +$2.43M +106,434 New
CCA
164
Cobblestone Capital Advisors
New York
$2.39M -$1.04M -45,722 -30%
CWS
165
Cypress Wealth Services
California
$2.36M +$177K +7,756 +8%
GFP
166
Guardian Financial Partners
California
$2.33M +$26.1K +1,144 +1%
GLLW
167
Graves Light Lenhart Wealth
Virginia
$2.33M -$768K -33,640 -25%
BIA
168
Bigelow Investment Advisors
Maine
$2.31M -$664K -29,070 -22%
AWM
169
Avior Wealth Management
Nebraska
$2.26M -$652K -28,570 -22%
BBW
170
Blue Barn Wealth
Utah
$2.2M -$417K -18,250 -16%
HSA
171
HBK Sorce Advisory
Pennsylvania
$2.18M +$710K +31,086 +48%
Renaissance Technologies
172
Renaissance Technologies
New York
$2.17M +$2.17M +95,000 New
RG
173
Retirement Group
California
$2.11M +$192K +8,434 +10%
AG
174
Appleton Group
Wisconsin
$2.11M -$15.9K -696 -0.7%
IA
175
Integrity Advisory
Kansas
$2.03M -$1M -43,822 -33%
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7
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