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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 %
GCA
201
Gradient Capital Advisors
California
$1.5M -$328K -13,694 -18%
RRCM
202
Rappaport Reiches Capital Management
Illinois
$1.5M -$775K -32,400 -34%
BA
203
Ballast Advisors
Minnesota
$1.49M +$14.7K +614 +1%
MFGP
204
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.49M +$421K +17,594 +39%
OFG
205
Orcam Financial Group
California
$1.44M -$324K -13,540 -18%
SDWMA
206
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.41M +$551K +23,014 +64%
SHWM
207
Smith & Howard Wealth Management
Georgia
$1.41M +$593K +24,788 +73%
TFA
208
Teamwork Financial Advisors
Texas
$1.34M +$55.1K +2,300 +4%
MF
209
Manchester Financial
California
$1.31M -$13.6K -570 -1%
Cetera Investment Advisers
210
Cetera Investment Advisers
Illinois
$1.3M +$35.5K +1,484 +3%
OWM
211
Opes Wealth Management
California
$1.3M -$39.8K -1,662 -3%
LAIC
212
Lederer & Associates Investment Counsel
California
$1.29M -$47.7K -1,992 -4%
USCWA
213
U.S. Capital Wealth Advisors
Texas
$1.29M -$6.61K -276 -0.5%
LNC
214
Lincoln National Corp
Pennsylvania
$1.29M +$575 +24 +0%
BAM
215
Baldrige Asset Management
Pennsylvania
$1.23M -$551K -23,022 -31%
KWA
216
KCS Wealth Advisory
California
$1.22M +$764K +31,912 +167%
WP
217
WealthShield Partners
North Carolina
$1.22M -$208K -8,696 -15%
AC
218
Abbrea Capital
California
$1.19M +$376K +15,710 +46%
WFC
219
Western Financial Corp
California
$1.16M +$51.9K +2,170 +5%
CA
220
Cetera Advisors
Colorado
$1.14M -$622 -26 -0.1%
JWA
221
JFS Wealth Advisors
Pennsylvania
$1.14M -$55.5K -2,316 -5%
KWM
222
Kingsview Wealth Management
Oregon
$1.13M -$79K -3,298 -7%
SFO
223
Stokes Family Office
Louisiana
$1.12M +$568K +23,734 +103%
BTWM
224
Baker Tilly Wealth Management
Wisconsin
$1.11M +$19.3K +806 +2%
SPC
225
Sigma Planning Corp
Michigan
$1.1M -$29.9K -1,250 -3%
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