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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
Jane Street
New York
$66.1M
2
DWM
Destination Wealth Management
California
$57.7M
3
TF
Theory Financial
Colorado
$22M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$301M
5
AO
Advisor OS
Illinois
$19.1M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$12.4M
2
FEG
Fund Evaluation Group
Ohio
$0
3
5L
55I LLC
Massachusetts
$0
4
MFRM
Milliman Financial Risk Management
Illinois
$116M
5
SFPM
Sensible Financial Planning & Management
Massachusetts
$3.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAS
176
Valicenti Advisory Services
New York
$1.88M -$717K -29,942 -28%
FCH
177
Freestone Capital Holdings
Washington
$1.86M +$1.86M +77,630 New
Baird Financial Group
178
Baird Financial Group
Wisconsin
$1.84M -$215K -8,966 -10%
AWA
179
Alaska Wealth Advisors
Alaska
$1.84M -$16.5K -688 -0.9%
FWP
180
Firethorn Wealth Partners
Georgia
$1.83M +$32.9K +1,342 +2%
CF
181
Centaurus Financial
California
$1.77M -$534K -22,288 -23%
BWM
182
BerganKDV Wealth Management
Minnesota
$1.77M -$525K -21,922 -23%
ECM
183
Exchange Capital Management
Michigan
$1.75M -$112K -4,700 -6%
AW
184
Avion Wealth
Texas
$1.73M -$117K -4,900 -6%
SCA
185
Strategic Capital Advisers
Colorado
$1.73M -$15.8K -660 -0.9%
VFIC
186
Valley Forge Investment Consultants
Pennsylvania
$1.71M -$50.7K -2,120 -3%
CW
187
CreativeOne Wealth
Kansas
$1.7M +$12.7K +532 +0.8%
BAM
188
Belpointe Asset Management
Nevada
$1.69M +$306K +12,782 +22%
EWA
189
EP Wealth Advisors
California
$1.68M -$194K -8,118 -10%
SCM
190
SevenOneSeven Capital Management
Pennsylvania
$1.67M +$77.5K +3,240 +5%
Cerity Partners
191
Cerity Partners
New York
$1.67M -$416K -17,398 -20%
Truist Financial
192
Truist Financial
North Carolina
$1.66M -$117K -4,878 -7%
KFS
193
Kaizen Financial Strategies
California
$1.64M -$168K -7,010 -9%
PWM
194
Perigon Wealth Management
California
$1.63M +$50.5K +2,108 +3%
TNA
195
True North Advisors
Texas
$1.62M -$276K -11,556 -15%
BRWA
196
B. Riley Wealth Advisors
Florida
$1.59M +$2.3K +96 +0.1%
Koshinski Asset Management
197
Koshinski Asset Management
Illinois
$1.56M +$36.4K +1,522 +2%
TCM
198
Twele Capital Management
Minnesota
$1.55M -$264K -11,042 -15%
AP
199
Adero Partners
California
$1.54M -$1.49K -62 -0.1%
MWM
200
Maripau Wealth Management
Indiana
$1.53M -$233K -9,484 -13%
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