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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$851M 18,783,517 +143,207 +0.8%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$289M 6,426,148 +104,894 +2%
OIA
3
OneDigital Investment Advisors
Kansas
$150M 3,318,060 -333,902 -9%
MFRM
4
Milliman Financial Risk Management
Illinois
$110M 2,420,294 – –
Financial Engines Advisors
5
Financial Engines Advisors
California
$107M 2,364,283 +48,535 +2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$96.2M 2,123,530 -431,535 -17%
Ameriprise
7
Ameriprise
Minnesota
$91.7M 1,968,801 -2,111,881 -52%
APP
8
Avantax Planning Partners
Iowa
$78.7M 1,735,900 -37,212 -2%
RIM
9
Rockbridge Investment Management
New York
$73.2M 1,614,562 +48,676 +3%
HCM
10
Hengehold Capital Management
Ohio
$64.3M 1,418,864 -128,115 -8%
ML
11
McAdam LLC
Pennsylvania
$63.7M 1,405,033 -16,726 -1%
KF
12
Krilogy Financial
Missouri
$41.3M 910,690 +13,707 +2%
HighTower Advisors
13
HighTower Advisors
Illinois
$39.7M 876,543 -119,410 -12%
BWA
14
BlueSky Wealth Advisors
North Carolina
$39.2M 865,091 +45,349 +6%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$34.2M 755,467 -243,385 -24%
Jane Street
16
Jane Street
New York
$33.5M 738,625 -641,580 -46%
SFA
17
Sequoia Financial Advisors
Ohio
$33.3M 735,437 -76,144 -9%
TWP
18
Total Wealth Planning
Ohio
$30.3M 668,447 +46,359 +7%
UCFA
19
United Capital Financial Advisors
Texas
$28.9M 638,063 -196,767 -24%
Bank of America
20
Bank of America
North Carolina
$27.7M 611,901 -39,703 -6%
AA
21
Apriem Advisors
California
$26M 572,796 -57,336 -9%
AWMG
22
Alliance Wealth Management Group
New Jersey
$23.5M 518,384 -38,468 -7%
TCM
23
Towercrest Capital Management
Pennsylvania
$23.5M 518,384 -38,468 -7%
HGWM
24
Horst & Graben Wealth Management
Oregon
$22.8M 503,042 +23,680 +5%
AT
25
American Trust
Kentucky
$22.1M 488,217 -91,227 -16%
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