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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

491 hedge funds and large institutions have $4.64B invested in Schwab US Aggregate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 196 increasing their positions, 174 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
491
Holders Change
+6
Holders Change %
+1.24%
% of All Funds
8.62%
Holding in Top 10
48
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.69%
% of All Funds
0.84%
New
42
Increased
196
Reduced
174
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
$1.05B
2
RA
Rational Advisors
New York
$124M
3
Bank of America
Bank of America
North Carolina
$38.4M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$24.4M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$282M

Top Sellers

1
FC
Ferris Capital
Massachusetts
$0
2
SFA
Sequoia Financial Advisors
Ohio
$15.5M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$6.59M
4
SFMG
Sage Financial Management Group
Virginia
$0
5
CIAS
CFS Investment Advisory Services
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
226
Burt Wealth Advisors
Maryland
$931K +$463K +17,060 +99%
Jones Financial Companies
227
Jones Financial Companies
Missouri
$917K – – –
BI
228
Blooom Inc
Kansas
$911K +$84K +3,084 +10%
GWM
229
Geneos Wealth Management
Colorado
$911K +$773K +28,474 +561%
VDI
230
Vaughan David Investments
Illinois
$907K – – –
BWM
231
Blossom Wealth Management
California
$888K +$82.3K +3,032 +10%
WIC
232
Whitegate Investment Counselors
New Hampshire
$882K +$19.9K +732 +2%
DIS
233
Diversified Investment Strategies
Louisiana
$880K -$50.7K -1,870 -5%
SFG
234
Sage Financial Group
Pennsylvania
$873K – – –
TC
235
Tatro Capital
Kentucky
$863K -$10.3K -378 -1%
SWM
236
Spire Wealth Management
Virginia
$855K +$13.4K +494 +2%
SIAG
237
Signet Investment Advisory Group
Rhode Island
$838K +$184K +6,790 +28%
TWM
238
Triton Wealth Management
Arizona
$830K +$194K +7,162 +30%
HA
239
Harborview Advisors
Maine
$816K +$226K +8,320 +38%
MAS
240
Managed Account Services
Florida
$815K +$22.1K +816 +3%
KLI
241
Kelman-Lazarov Inc
Tennessee
$810K – – –
BL
242
BCWM LLC
Kansas
$781K -$30K -1,104 -4%
BAMG
243
Brand Asset Management Group
Missouri
$760K +$28.2K +1,038 +4%
WFA
244
Wade Financial Advisory
California
$757K -$29.9K -1,104 -4%
LCM
245
Liberty Capital Management
Michigan
$741K -$12.5K -460 -2%
SP
246
Successful Portfolios
Florida
$737K -$13.1K -482 -2%
GVAG
247
Great Valley Advisor Group
Delaware
$731K +$301K +11,104 +70%
KWA
248
KCS Wealth Advisory
California
$730K -$58.5K -2,156 -7%
PFA
249
Pure Financial Advisors
California
$725K +$5.21K +192 +0.7%
MA
250
MONECO Advisors
Connecticut
$721K -$164K -6,056 -19%
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