SCHZ icon

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 %
ASI
201
Advisory Services & Investments
Oregon
$1.24M -$713K -31,482 -36%
USCWA
202
U.S. Capital Wealth Advisors
Texas
$1.23M +$6.26K +276 +0.5%
GVAG
203
Great Valley Advisor Group
Delaware
$1.2M +$631K +27,836 +110%
BAM
204
Baldrige Asset Management
Pennsylvania
$1.2M +$34.6K +1,526 +3%
WP
205
WealthShield Partners
North Carolina
$1.16M +$7.52K +332 +0.7%
MLA
206
My Legacy Advisors
Oregon
$1.16M +$668K +30,026 +137%
OWM
207
Opes Wealth Management
California
$1.14M -$83.9K -3,704 -7%
RJT
208
Raymond James Trust
Florida
$1.14M +$1.14M +50,318 New
GWM
209
GSB Wealth Management
Connecticut
$1.12M +$87.8K +3,874 +9%
LAIC
210
Lederer & Associates Investment Counsel
California
$1.11M -$109K -4,794 -9%
WFC
211
Western Financial Corp
California
$1.11M +$12.6K +558 +1%
CA
212
Cetera Advisors
Colorado
$1.08M -$408 -18 -0%
BRWA
213
B. Riley Wealth Advisors
Florida
$1.07M -$430K -18,984 -29%
KWM
214
Kingsview Wealth Management
Oregon
$1.05M -$14.9K -658 -1%
CWM
215
Congress Wealth Management
Massachusetts
$1.03M +$27.4K +1,208 +3%
GCA
216
Gradient Capital Advisors
California
$1.02M -$399K -17,626 -28%
SPI
217
Sutton Place Investors
New York
$1.02M +$164K +7,248 +19%
Cetera Investment Advisers
218
Cetera Investment Advisers
Illinois
$1.01M -$217K -9,556 -18%
JWA
219
JFS Wealth Advisors
Pennsylvania
$997K -$76.9K -3,394 -7%
AACR
220
ACR Alpine Capital Research
Missouri
$991K -$44.8K -1,980 -4%
MWP
221
Meridian Wealth Partners
Pennsylvania
$986K +$3.94K +174 +0.4%
IWM
222
IHT Wealth Management
Illinois
$981K +$981K +43,302 New
BWM
223
Blossom Wealth Management
California
$977K -$25.2K -1,112 -3%
LA
224
LexAurum Advisors
Kansas
$975K +$2.94K +130 +0.3%
BCM
225
Brookstone Capital Management
Illinois
$975K +$76.3K +3,394 +8%
7 8
9
10 11