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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

499 hedge funds and large institutions have $4.19B invested in Schwab US Aggregate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 219 increasing their positions, 171 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
-7
Holders Change %
-1.38%
% of All Funds
8.79%
Holding in Top 10
50
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.41%
% of All Funds
0.88%
New
44
Increased
219
Reduced
171
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$895M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$243M
3
RA
3
Rational Advisors
New York
$35.8M
4
OIA
4
OneDigital Investment Advisors
Kansas
$159M
5
Citadel Advisors
5
Citadel Advisors
Florida
$23M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$0
2
Bank of America
2
Bank of America
North Carolina
$10.6M
3
FMP
3
Financial Management Professionals
Texas
$44K
4
HCM
4
Hengehold Capital Management
Ohio
$63.4M
5
SAF
5
Smith Anglin Financial
Texas
$319K
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
226
WBH Advisory
Maryland
$837K -$8.14K -302 -1%
DP
227
DDD Partners
Washington
$835K +$35.2K +1,306 +4%
WFA
228
Wade Financial Advisory
California
$820K -$2.21K -82 -0.3%
MSWMA
229
Market Street Wealth Management Advisors
Indiana
$785K -$448K -16,634 -36%
SP
230
Successful Portfolios
Florida
$781K +$9.22K +342 +1%
TIM
231
Total Investment Management
Arizona
$780K -$185K -6,798 -19%
LFS
232
Lutz Financial Services
Nebraska
$773K +$9.11K +338 +1%
BL
233
BCWM LLC
Kansas
$769K +$21.6K +802 +3%
Commonwealth Equity Services
234
Commonwealth Equity Services
Massachusetts
$766K +$25K +928 +3%
BWM
235
Blossom Wealth Management
California
$763K +$142K +5,274 +23%
S
236
SignatureFD
Georgia
$760K -$14.7K -544 -2%
LCM
237
Liberty Capital Management
Michigan
$749K -$16.2K -602 -2%
CAN
238
Cetera Advisor Networks
California
$749K +$749K +27,768 New
CAMG
239
CWA Asset Management Group
Florida
$740K +$740K +27,426 New
ZF
240
Zhang Financial
Michigan
$735K +$64.6K +2,394 +10%
PFA
241
Pure Financial Advisors
California
$720K -$2K -74 -0.3%
TWM
242
Triton Wealth Management
Arizona
$715K -$3.75M -139,002 -84%
HWA
243
HHM Wealth Advisors
Tennessee
$715K -$37.7K -1,400 -5%
UWM
244
USAdvisors Wealth Management
Minnesota
$710K -$7.44M -276,200 -91%
BAMG
245
Brand Asset Management Group
Missouri
$701K +$116K +4,298 +20%
MWP
246
Meridian Wealth Partners
Pennsylvania
$692K +$1.73K +64 +0.3%
BA
247
Ballast Advisors
Minnesota
$688K +$35.9K +1,332 +6%
SWA
248
Sightline Wealth Advisors
Connecticut
$685K -$67.7K -2,510 -9%
RPG
249
Resource Planning Group
Georgia
$675K -$58.2K -2,160 -8%
AWM
250
Apollon Wealth Management
South Carolina
$667K +$152K +5,632 +30%
8 9
10
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