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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 %
PWM
201
Perigon Wealth Management
California
$1.67M +$68.3K +2,702 +4%
HSA
202
HBK Sorce Advisory
Pennsylvania
$1.64M -$66.2K -2,620 -4%
GWM
203
GSB Wealth Management
Connecticut
$1.62M -$209K -8,250 -11%
AP
204
Adero Partners
California
$1.62M -$301K -11,914 -16%
Koshinski Asset Management
205
Koshinski Asset Management
Illinois
$1.61M +$80.6K +3,186 +5%
BA
206
Ballast Advisors
Minnesota
$1.56M +$430K +17,002 +38%
WP
207
WealthShield Partners
North Carolina
$1.51M -$728K -28,800 -33%
CCM
208
Crabel Capital Management
California
$1.49M -$1.45M -57,452 -49%
CST
209
Charles Schwab Trust
Nevada
$1.46M +$233K +9,232 +19%
BAM
210
Belpointe Asset Management
Nevada
$1.46M +$1.36M +53,758 +1,366%
LAIC
211
Lederer & Associates Investment Counsel
California
$1.41M -$64.1K -2,536 -4%
CCG
212
Capital CS Group
California
$1.41M +$1.41M +55,884 New
OWM
213
Opes Wealth Management
California
$1.41M -$102K -4,026 -7%
BWA
214
Burt Wealth Advisors
Maryland
$1.4M -$1.69M -66,628 -55%
MF
215
Manchester Financial
California
$1.4M +$96.8K +3,830 +7%
WP
216
WealthPLAN Partners
Nebraska
$1.4M +$392K +16,160 +39%
WIM
217
WealthPlan Investment Management
Nebraska
$1.4M +$1.4M +57,636 New
PAG
218
Private Advisor Group
New Jersey
$1.39M +$54.3K +2,148 +4%
BIP
219
Blueprint Investment Partners
North Carolina
$1.38M -$832K -40,108 -38%
HWMA
220
Heritage Wealth Management (Arizona)
Arizona
$1.38M +$1.38M +54,544 New
USCWA
221
U.S. Capital Wealth Advisors
Texas
$1.37M +$2.93K +116 +0.2%
TFA
222
Teamwork Financial Advisors
Texas
$1.36M +$1.36M +53,800 New
RTL
223
Red Tortoise LLC
Georgia
$1.36M +$544K +21,508 +67%
LNC
224
Lincoln National Corp
Pennsylvania
$1.36M +$354 +14 +0%
BMCM
225
Burns Matteson Capital Management
New York
$1.34M +$4.8K +190 +0.4%
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