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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 %
OCM
251
One Capital Management
California
$660K -$13.8K -510 -2%
PFS
252
Prospera Financial Services
Texas
$659K -$40.7K -1,506 -6%
AP
253
Appleton Partners
Massachusetts
$653K -$3.13K -116 -0.5%
VVP
254
Venture Visionary Partners
Ohio
$644K -$267K -9,886 -29%
FG
255
Foster Group
Iowa
$641K +$54 +2 +0%
VCM
256
Vivaldi Capital Management
Illinois
$631K -$83K -3,070 -12%
TA
257
TrueWealth Advisors
Alabama
$631K -$3.91K -144 -0.6%
MSFS
258
Main Street Financial Solutions
Pennsylvania
$627K -$60.3K -2,234 -9%
MCC
259
Money Concepts Capital
Florida
$625K -$63.3K -2,346 -9%
BI
260
Blooom Inc
Kansas
$608K -$376K -8,256 -38%
MI
261
Moneywise Inc
Virginia
$604K -$8.2K -304 -1%
BCP
262
Blue Chip Partners
Michigan
$602K +$2.21K +82 +0.4%
CIC
263
Carnegie Investment Counsel
Ohio
$600K -$28.5K -1,056 -5%
HA
264
Harborview Advisors
Maine
$587K +$348K +12,908 +146%
TFA
265
Toth Financial Advisory
Virginia
$583K -$95.7K -3,548 -14%
CFS
266
CRA Financial Services
New Jersey
$579K -$19.2K -712 -3%
RW
267
REDW Wealth
New Mexico
$571K +$2.11K +78 +0.4%
CCA
268
Clearwater Capital Advisors
Illinois
$564K -$13.6M -504,434 -96%
KOC
269
Koss-Olinger Consulting
Florida
$562K +$562K +20,832 New
PAM
270
Peak Asset Management
Colorado
$561K -$99.6K -3,692 -15%
BFIC
271
Bedell Frazier Investment Counselling
California
$561K – – –
HWMG
272
Hurlow Wealth Management Group
Indiana
$548K -$6.26K -232 -1%
IAP
273
Indie Asset Partners
Indiana
$547K +$547K +20,268 New
SFG
274
StrategIQ Financial Group
Indiana
$537K +$29.1K +1,080 +6%
KAS
275
Kestra Advisory Services
Texas
$536K -$13M -481,344 -96%
9 10
11
12 13