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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$909M 19,906,797 +1,123,280 +6%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$279M 5,931,453 -494,695 -8%
OIA
3
OneDigital Investment Advisors
Kansas
$112M 2,453,805 -864,255 -26%
DWM
4
Destination Wealth Management
California
$111M 2,433,575 +1,974,824 +430%
Financial Engines Advisors
5
Financial Engines Advisors
California
$107M 2,344,823 -19,460 -0.8%
Ameriprise
6
Ameriprise
Minnesota
$98.3M 2,152,902 +184,101 +9%
Goldman Sachs
7
Goldman Sachs
New York
$91.8M 2,011,301 +2,011,301 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$85.2M 1,865,865 -257,665 -12%
APP
9
Avantax Planning Partners
Iowa
$80.8M 1,769,857 +33,957 +2%
ML
10
McAdam LLC
Pennsylvania
$77.1M 1,430,148 +25,115 +2%
RIM
11
Rockbridge Investment Management
New York
$76.5M 1,675,579 +61,017 +4%
BAAM
12
Baker Avenue Asset Management
California
$69.2M 1,515,668 +1,515,668 New
Bank of America
13
Bank of America
North Carolina
$45.9M 1,006,349 +394,448 +64%
HCM
14
Hengehold Capital Management
Ohio
$43.7M 957,821 -461,043 -32%
HighTower Advisors
15
HighTower Advisors
Illinois
$41.3M 905,017 +28,474 +3%
BWA
16
BlueSky Wealth Advisors
North Carolina
$39.2M 858,015 -7,076 -0.8%
CST
17
Charles Schwab Trust
Nevada
$38.1M 833,830 +503,512 +152%
KF
18
Krilogy Financial
Missouri
$37.1M 812,472 -98,218 -11%
Jane Street
19
Jane Street
New York
$35.2M 770,011 +31,386 +4%
TWP
20
Total Wealth Planning
Ohio
$33.2M 727,274 +58,827 +9%
SFA
21
Sequoia Financial Advisors
Ohio
$31.3M 686,044 -49,393 -7%
CCWA
22
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$29.5M 646,145 +646,145 New
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$27.5M 603,228 -152,239 -20%
AA
24
Apriem Advisors
California
$25.5M 559,667 -13,129 -2%
AT
25
American Trust
Kentucky
$24.8M 543,628 +55,411 +11%
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