SCHZ icon

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.

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
1
Fund Evaluation Group
Ohio
$243M
2
Ameriprise
2
Ameriprise
Minnesota
$225M
3
5L
3
55I LLC
Massachusetts
$55.4M
4
Creative Planning
4
Creative Planning
Kansas
$56.5M
5
LWMT
5
Legacy Wealth Management (Tennessee)
Tennessee
$29.3M

Top Sellers

1
RA
1
Rational Advisors
New York
$0
2
APP
2
Avantax Planning Partners
Iowa
$96.9M
3
Charles Schwab
3
Charles Schwab
California
$983M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$52.3M
5
DWM
5
Destination Wealth Management
California
$14.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$983M 19,433,825 -1,104,649 -5%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$297M 5,890,698 +338,487 +6%
FEG
3
Fund Evaluation Group
Ohio
$243M 93,484 +93,484 New
Ameriprise
4
Ameriprise
Minnesota
$225M 4,489,764 +1,187,276 +36%
OIA
5
OneDigital Investment Advisors
Kansas
$193M 3,808,671 +115,392 +3%
MFRM
6
Milliman Financial Risk Management
Illinois
$172M 3,408,263 +26,958 +0.8%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$144M 2,854,139 +16,711 +0.6%
Financial Engines Advisors
8
Financial Engines Advisors
California
$103M 2,031,388 -18,108 -0.9%
APP
9
Avantax Planning Partners
Iowa
$96.9M 1,916,999 -1,789,145 -48%
HCM
10
Hengehold Capital Management
Ohio
$76.4M 1,511,078 +21,482 +1%
RIM
11
Rockbridge Investment Management
New York
$76M 1,510,055 +104,559 +7%
ML
12
McAdam LLC
Pennsylvania
$73.4M 1,451,172 +21,024 +1%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$69.4M 1,371,423 +38,857 +3%
Mariner
14
Mariner
Kansas
$63.7M 1,260,041 +2,912 +0.2%
Creative Planning
15
Creative Planning
Kansas
$56.5M 1,117,907 +752,654 +206%
5L
16
55I LLC
Massachusetts
$55.4M 1,096,434 +1,057,720 +2,732%
HighTower Advisors
17
HighTower Advisors
Illinois
$52.3M 1,035,200 -969,614 -48%
KF
18
Krilogy Financial
Missouri
$46.9M 927,312 +18,422 +2%
SFPM
19
Sensible Financial Planning & Management
Massachusetts
$46.4M 916,603 -403,964 -31%
UCFA
20
United Capital Financial Advisors
Texas
$44.8M 886,526 -106,917 -11%
SFA
21
Sequoia Financial Advisors
Ohio
$44M 869,467 -16,492 -2%
BWA
22
BlueSky Wealth Advisors
North Carolina
$41.5M 819,833 -119,158 -13%
TWP
23
Total Wealth Planning
Ohio
$33.3M 657,766 +178,189 +37%
AA
24
Apriem Advisors
California
$32.5M 643,395 -27,782 -4%
AWMG
25
Alliance Wealth Management Group
New Jersey
$32.1M 635,727 +20,260 +3%
1
2 3 4 5