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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

530 hedge funds and large institutions have $4.9B invested in Schwab US Aggregate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 200 increasing their positions, 172 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
+39
Holders Change %
+7.94%
% of All Funds
8.19%
Holding in Top 10
57
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+18.75%
% of All Funds
0.88%
New
93
Increased
200
Reduced
172
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
$1.11B
2
HighTower Advisors
HighTower Advisors
Illinois
$108M
3
DWM
Destination Wealth Management
California
$49M
4
SFA
Sequoia Financial Advisors
Ohio
$47.8M
5
RA
Rational Advisors
New York
$155M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$71.8M
2
CW
Connectus Wealth
Ohio
$0
3
Jane Street
Jane Street
New York
$0
4
Bank of America
Bank of America
North Carolina
$22.9M
5
KAS
Kestra Advisory Services
Texas
$1.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
226
Congress Wealth Management
Massachusetts
$1.12M +$1.12M +41,648 New
FNC
227
First National Corp
Massachusetts
$1.12M +$741K +27,510 +196%
LFA
228
Landmark Financial Advisors
Kentucky
$1.1M -$140K -5,206 -11%
OFS
229
Oldfather Financial Services
Nebraska
$1.1M +$84.6K +3,274 +8%
BSAM
230
Blue Square Asset Management
New York
$1.1M +$114K +4,228 +12%
WP
231
WealthPLAN Partners
Nebraska
$1.09M +$1.09M +41,476 New
PWMG
232
Prestige Wealth Management Group
New Jersey
$1.08M +$1.02M +37,794 +1,671%
BCM
233
Brookstone Capital Management
Illinois
$1.07M +$132K +4,964 +14%
AOWM
234
Alpha Omega Wealth Management
Virginia
$1.07M +$1.97K +74 +0.2%
KAS
235
Kestra Advisory Services
Texas
$1.05M -$14.4M -535,060 -93%
BWM
236
Blossom Wealth Management
California
$1.05M +$166K +6,150 +19%
LIM
237
Lathrop Investment Management
Arkansas
$1.04M -$93.6K -3,470 -8%
PA
238
Parallel Advisors
California
$1.04M -$27.8K -1,032 -3%
LFS
239
Lutz Financial Services
Nebraska
$1.03M -$14.7K -544 -1%
BI
240
Blooom Inc
Kansas
$1.02M +$115K +4,260 +13%
EVC
241
Eidelman Virant Capital
Missouri
$995K – – –
FG
242
Fiduciary Group
Georgia
$994K -$12.9K -478 -1%
MWM
243
Maltin Wealth Management
New Jersey
$944K +$6.53K +242 +0.7%
GWM
244
Geneos Wealth Management
Colorado
$944K +$40.7K +1,512 +5%
EFS
245
Econ Financial Services
Pennsylvania
$944K +$944K +54,630 New
AC
246
Abbrea Capital
California
$941K +$941K +34,900 New
FW
247
FirstPurpose Wealth
Utah
$941K +$941K +34,916 New
AWE
248
Avidian Wealth Enterprises
Texas
$939K +$939K +34,842 New
JCIA
249
Jackson Creek Investment Advisors
Colorado
$898K -$107K -3,968 -11%
DP
250
DDD Partners
Washington
$895K -$57.7K -2,142 -6%
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