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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 %
BAM
201
Belpointe Asset Management
Nevada
$1.49M -$82.8K -3,628 -5%
TW
202
Transform Wealth
Colorado
$1.44M +$1.44M +63,000 New
Truist Financial
203
Truist Financial
North Carolina
$1.38M -$108K -4,712 -7%
LWM
204
Laidlaw Wealth Management
New York
$1.37M -$47.7K -2,088 -3%
AW
205
Avion Wealth
Texas
$1.36M – – –
OFG
206
Orcam Financial Group
California
$1.36M -$3.01K -132 -0.2%
AP
207
Adero Partners
California
$1.35M -$114K -4,980 -8%
TCM
208
Twele Capital Management
Minnesota
$1.34M +$8.35K +366 +0.6%
LNC
209
Lincoln National Corp
Pennsylvania
$1.32M -$10.1K -444 -0.8%
FWP
210
Firethorn Wealth Partners
Georgia
$1.3M -$233K -10,226 -15%
LA
211
LVW Advisors
New York
$1.3M -$4.73M -207,342 -78%
VNA
212
Valley National Advisers
Pennsylvania
$1.29M -$7.09M -302,792 -85%
USCWA
213
U.S. Capital Wealth Advisors
Texas
$1.26M +$23.1K +1,012 +2%
ASI
214
Advisory Services & Investments
Oregon
$1.25M +$456 +20 +0%
MML Investors Services
215
MML Investors Services
Massachusetts
$1.25M +$373K +16,320 +43%
RA
216
RFG Advisory
Alabama
$1.25M +$1.25M +52,984 New
MF
217
Manchester Financial
California
$1.24M -$29.8K -1,304 -2%
BWA
218
Burt Wealth Advisors
Maryland
$1.24M +$707K +30,954 +132%
KAS
219
Kestra Advisory Services
Texas
$1.23M +$332K +14,526 +37%
GWM
220
GSB Wealth Management
Connecticut
$1.21M +$85.9K +3,762 +8%
MSWMA
221
Market Street Wealth Management Advisors
Indiana
$1.2M +$1.2M +52,456 New
T
222
TRUADVICE
Florida
$1.18M +$279K +11,884 +31%
BAM
223
Baldrige Asset Management
Pennsylvania
$1.18M -$25.3K -1,108 -2%
RRCM
224
Rappaport Reiches Capital Management
Illinois
$1.17M -$185K -8,112 -14%
HIF
225
Hill Island Financial
Michigan
$1.17M +$282K +12,370 +32%
7 8
9
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