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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

485 hedge funds and large institutions have $4.51B invested in Schwab US Aggregate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 199 increasing their positions, 173 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
485
Holders Change
-14
Holders Change %
-2.81%
% of All Funds
8.47%
Holding in Top 10
52
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4%
% of All Funds
0.91%
New
40
Increased
199
Reduced
173
Closed
47
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
$999M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$110M
3
RA
Rational Advisors
New York
$72M
4
FC
Ferris Capital
Massachusetts
$34.5M
5
Jane Street
Jane Street
New York
$26.2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
Financial Engines Advisors
Financial Engines Advisors
California
$118M
3
Ameriprise
Ameriprise
Minnesota
$169M
4
MAM
Marotta Asset Management
Virginia
$10.8M
5
AA
Apriem Advisors
California
$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EVC
226
Eidelman Virant Capital
Missouri
$917K -$17.3K -632 -2%
VDI
227
Vaughan David Investments
Illinois
$913K -$34.9K -1,280 -4%
WFA
228
Wipfli Financial Advisors
Wisconsin
$907K -$372K -13,630 -29%
MA
229
MONECO Advisors
Connecticut
$890K -$119K -4,348 -12%
SFG
230
Sage Financial Group
Pennsylvania
$879K -$92.7K -3,396 -10%
TC
231
Tatro Capital
Kentucky
$879K -$3.33K -122 -0.4%
DP
232
DDD Partners
Washington
$878K +$33K +1,208 +4%
BA
233
Ballast Advisors
Minnesota
$878K +$182K +6,664 +26%
WIC
234
Whitegate Investment Counselors
New Hampshire
$867K -$15.9K -584 -2%
SWM
235
Spire Wealth Management
Virginia
$847K -$2.88M -105,478 -77%
BI
236
Blooom Inc
Kansas
$828K +$464K +17,032 +128%
BL
237
BCWM LLC
Kansas
$816K +$37.6K +1,376 +5%
KLI
238
Kelman-Lazarov Inc
Tennessee
$815K +$480K +17,586 +143%
BWM
239
Blossom Wealth Management
California
$811K +$38.3K +1,404 +5%
MAS
240
Managed Account Services
Florida
$798K -$73.7K -2,698 -8%
KWA
241
KCS Wealth Advisory
California
$794K -$220K -8,070 -22%
WFA
242
Wade Financial Advisory
California
$792K -$37.6K -1,378 -5%
TIM
243
Total Investment Management
Arizona
$776K -$8.3K -304 -1%
S
244
SignatureFD
Georgia
$771K +$1.97K +72 +0.3%
LCM
245
Liberty Capital Management
Michigan
$758K -$164 -6 -0%
SP
246
Successful Portfolios
Florida
$755K -$35.7K -1,306 -5%
BAMG
247
Brand Asset Management Group
Missouri
$736K +$26.3K +962 +4%
PFA
248
Pure Financial Advisors
California
$725K -$3.82K -140 -0.5%
G
249
Gainplan
Michigan
$719K -$157K -5,778 -18%
HB
250
Homrich & Berg
Georgia
$716K -$291K -10,646 -29%
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