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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 %
BlackRock
176
BlackRock
New York
$2.01M +$1.29M +56,682 +180%
WANY
177
Wealthspire Advisors (New York)
New York
$1.97M +$44.9K +1,966 +2%
MWM
178
Maripau Wealth Management
Indiana
$1.95M +$445K +18,796 +30%
AA
179
Alesco Advisors
New York
$1.92M -$220K -9,636 -10%
AWE
180
Avidian Wealth Enterprises
Texas
$1.9M +$199K +8,730 +12%
GFWA
181
Grey Fox Wealth Advisors
Delaware
$1.89M +$1.89M +82,946 New
SBL
182
Sargent Bickham Lagudis
Colorado
$1.88M -$498K -21,800 -21%
SFMG
183
Sage Financial Management Group
Virginia
$1.83M +$1.83M +79,970 New
KFS
184
Kaizen Financial Strategies
California
$1.82M -$26.5K -1,128 -1%
VFIC
185
Valley Forge Investment Consultants
Pennsylvania
$1.79M +$119K +5,196 +7%
AWC
186
Adamsbrown Wealth Consultants
Kansas
$1.78M -$600K -26,268 -25%
SC
187
Savant Capital
Illinois
$1.75M -$167K -7,310 -9%
WHCI
188
W.H. Cornerstone Investments
Massachusetts
$1.72M -$27.4K -1,164 -2%
HA
189
HC Advisors
Georgia
$1.71M -$88.6K -3,880 -5%
BA
190
Ballast Advisors
Minnesota
$1.71M +$85.9K +3,762 +5%
NB
191
NBT Bank
New York
$1.67M -$260K -11,396 -13%
AWA
192
Alaska Wealth Advisors
Alaska
$1.67M -$16.4K -720 -1%
RJA
193
Raymond James & Associates
Florida
$1.66M +$1.66M +72,662 New
EFM
194
Eley Financial Management
Vermont
$1.65M +$1.65M +72,426 New
SCM
195
SevenOneSeven Capital Management
Pennsylvania
$1.63M -$98.9K -4,332 -6%
CW
196
CreativeOne Wealth
Kansas
$1.62M -$32K -1,400 -2%
PWM
197
Perigon Wealth Management
California
$1.61M +$6.12K +268 +0.4%
ECM
198
Exchange Capital Management
Michigan
$1.55M -$75.9K -3,324 -5%
PFGIA
199
Patriot Financial Group Insurance Agency
Massachusetts
$1.55M +$21.5K +940 +1%
Koshinski Asset Management
200
Koshinski Asset Management
Illinois
$1.53M +$11.9K +520 +0.8%
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