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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.

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
1
Jane Street
New York
$66.1M
2
DWM
2
Destination Wealth Management
California
$57.7M
3
TF
3
Theory Financial
Colorado
$22M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$301M
5
AO
5
Advisor OS
Illinois
$19.1M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$12.4M
2
FEG
2
Fund Evaluation Group
Ohio
$0
3
5L
3
55I LLC
Massachusetts
$0
4
MFRM
4
Milliman Financial Risk Management
Illinois
$116M
5
SFPM
5
Sensible Financial Planning & Management
Massachusetts
$3.52M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$892M 18,640,310 -793,515 -4%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$301M 6,321,254 +430,556 +7%
Ameriprise
3
Ameriprise
Minnesota
$195M 4,080,682 -409,082 -9%
OIA
4
OneDigital Investment Advisors
Kansas
$175M 3,651,962 -156,709 -4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$122M 2,555,065 -299,074 -10%
MFRM
6
Milliman Financial Risk Management
Illinois
$116M 2,420,294 -987,969 -29%
Financial Engines Advisors
7
Financial Engines Advisors
California
$111M 2,315,748 +284,360 +14%
APP
8
Avantax Planning Partners
Iowa
$84.9M 1,773,112 -143,887 -8%
RIM
9
Rockbridge Investment Management
New York
$75M 1,565,886 +55,831 +4%
HCM
10
Hengehold Capital Management
Ohio
$74.1M 1,546,979 +35,901 +2%
ML
11
McAdam LLC
Pennsylvania
$68.1M 1,421,759 -29,413 -2%
Jane Street
12
Jane Street
New York
$66.1M 1,380,205 +1,038,029 +303%
DWM
13
Destination Wealth Management
California
$57.7M 1,205,280 +921,196 +324%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$47.8M 998,852 -372,571 -27%
HighTower Advisors
15
HighTower Advisors
Illinois
$47.7M 995,953 -39,247 -4%
KF
16
Krilogy Financial
Missouri
$42.9M 896,983 -30,329 -3%
UCFA
17
United Capital Financial Advisors
Texas
$40M 834,830 -51,696 -6%
BWA
18
BlueSky Wealth Advisors
North Carolina
$39.2M 819,742 -91 -0%
SFA
19
Sequoia Financial Advisors
Ohio
$38.9M 811,581 -57,886 -7%
Creative Planning
20
Creative Planning
Kansas
$34.7M 725,666 -392,241 -35%
Bank of America
21
Bank of America
North Carolina
$31.2M 651,604 +223,348 +52%
AA
22
Apriem Advisors
California
$30.2M 630,132 -13,263 -2%
TWP
23
Total Wealth Planning
Ohio
$29.8M 622,088 -35,678 -5%
AWMG
24
Alliance Wealth Management Group
New Jersey
$26.7M 556,852 -78,875 -12%
TCM
25
Towercrest Capital Management
Pennsylvania
$26.7M 556,852 -78,875 -12%
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