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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 %
CF
176
Centaurus Financial
California
$1.66M -$21.4K -946 -1%
CW
177
CreativeOne Wealth
Kansas
$1.64M +$25.2K +1,112 +2%
ECM
178
Exchange Capital Management
Michigan
$1.61M -$46.4K -2,046 -3%
BA
179
Ballast Advisors
Minnesota
$1.61M +$199K +8,784 +14%
PWM
180
Perigon Wealth Management
California
$1.6M +$50K +2,206 +3%
BAM
181
Belpointe Asset Management
Nevada
$1.56M -$40.3K -1,780 -3%
TNA
182
True North Advisors
Texas
$1.55M +$17.4K +770 +1%
FWP
183
Firethorn Wealth Partners
Georgia
$1.52M -$160K -7,044 -9%
PFGIA
184
Patriot Financial Group Insurance Agency
Massachusetts
$1.52M -$722K -31,856 -32%
Koshinski Asset Management
185
Koshinski Asset Management
Illinois
$1.51M +$32K +1,414 +2%
Truist Financial
186
Truist Financial
North Carolina
$1.48M -$91.8K -4,052 -6%
Cerity Partners
187
Cerity Partners
New York
$1.46M -$118K -5,212 -7%
HSA
188
HBK Sorce Advisory
Pennsylvania
$1.45M -$410K -18,120 -22%
CMBA
189
C.M. Bidwell & Associates
Hawaii
$1.42M -$523K -23,074 -27%
MWM
190
Maripau Wealth Management
Indiana
$1.42M +$29.1K +1,304 +2%
AP
191
Adero Partners
California
$1.42M +$5.68K +258 +0.4%
LWM
192
Laidlaw Wealth Management
New York
$1.41M -$430K -18,968 -23%
FCH
193
Freestone Capital Holdings
Washington
$1.38M -$383K -16,900 -22%
AW
194
Avion Wealth
Texas
$1.37M -$276K -12,196 -17%
OFG
195
Orcam Financial Group
California
$1.35M -$14.1K -622 -1%
RRCM
196
Rappaport Reiches Capital Management
Illinois
$1.35M -$70K -3,092 -5%
VAS
197
Valicenti Advisory Services
New York
$1.34M -$446K -19,680 -25%
TCM
198
Twele Capital Management
Minnesota
$1.32M -$152K -6,706 -10%
LNC
199
Lincoln National Corp
Pennsylvania
$1.32M +$99K +4,368 +8%
MF
200
Manchester Financial
California
$1.27M +$26.1K +1,150 +2%
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