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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 %
LFA
176
Laraway Financial Advisors
Minnesota
$1.96M +$1.4M +81,560 +247%
AWA
177
Alaska Wealth Advisors
Alaska
$1.96M +$32.5K +1,284 +2%
AW
178
Avion Wealth
Texas
$1.96M -$235K -9,304 -11%
BWL
179
Bogart Wealth LLC
Virginia
$1.94M +$469K +18,550 +32%
GCA
180
Gradient Capital Advisors
California
$1.93M -$2.58K -102 -0.1%
TCM
181
Twele Capital Management
Minnesota
$1.92M -$18.1K -716 -0.9%
IA
182
Integrity Advisory
Kansas
$1.91M +$1.91M +75,584 New
KFS
183
Kaizen Financial Strategies
California
$1.91M -$353K -13,978 -16%
BAM
184
Baldrige Asset Management
Pennsylvania
$1.88M +$31.3K +1,238 +2%
Truist Financial
185
Truist Financial
North Carolina
$1.87M -$109K -4,298 -5%
OFG
186
Orcam Financial Group
California
$1.87M -$520K -20,568 -22%
VFIC
187
Valley Forge Investment Consultants
Pennsylvania
$1.86M -$729K -28,836 -28%
SCA
188
Strategic Capital Advisers
Colorado
$1.85M -$57.9K -2,290 -3%
FWP
189
Firethorn Wealth Partners
Georgia
$1.85M +$1.27M +50,302 +222%
BlackRock
190
BlackRock
New York
$1.83M -$114K -4,506 -6%
Jones Financial Companies
191
Jones Financial Companies
Missouri
$1.82M +$174K +6,874 +11%
LWM
192
Ledge Wealth Management
Minnesota
$1.79M +$1.79M +70,938 New
CW
193
CreativeOne Wealth
Kansas
$1.79M -$72.8K -2,878 -4%
MWM
194
Maripau Wealth Management
Indiana
$1.74M +$370K +15,238 +27%
PFGIA
195
Patriot Financial Group Insurance Agency
Massachusetts
$1.72M +$1.71M +67,596 +27,038%
RF
196
RHS Financial
California
$1.71M -$526K -20,814 -24%
LTL
197
Lowery Thomas LLC
California
$1.69M -$796K -31,482 -32%
SCM
198
SevenOneSeven Capital Management
Pennsylvania
$1.68M +$14.6K +576 +0.9%
HF
199
HRT Financial
New York
$1.68M +$1.68M +66,570 New
BRWA
200
B. Riley Wealth Advisors
Florida
$1.67M -$96.9K -3,832 -5%
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