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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 %
PFS
251
Prospera Financial Services
Texas
$712K +$45.2K +1,654 +7%
HWA
252
HHM Wealth Advisors
Tennessee
$695K -$29.2K -1,070 -4%
RPG
253
Resource Planning Group
Georgia
$680K -$3.22K -118 -0.5%
SIAG
254
Signet Investment Advisory Group
Rhode Island
$658K +$658K +24,100 New
COF
255
Capital One Financial
Virginia
$651K -$273K -10,010 -30%
FG
256
Foster Group
Iowa
$649K +$55 +2 +0%
TWM
257
Triton Wealth Management
Arizona
$644K -$82.4K -3,010 -11%
OMC
258
Old Mission Capital
Illinois
$644K +$644K +23,606 New
CIC
259
Cutler Investment Counsel
Oregon
$639K +$140K +5,122 +28%
MSWMA
260
Market Street Wealth Management Advisors
Indiana
$630K -$165K -6,056 -21%
AP
261
Appleton Partners
Massachusetts
$630K -$31K -1,134 -5%
VCM
262
Vivaldi Capital Management
Illinois
$630K -$9.7K -354 -2%
TA
263
TrueWealth Advisors
Alabama
$630K -$4.48K -164 -0.7%
OCM
264
One Capital Management
California
$616K -$51.9K -1,900 -8%
BCP
265
Blue Chip Partners
Michigan
$613K +$3.33K +122 +0.5%
HA
266
Harborview Advisors
Maine
$594K +$491 +18 +0.1%
RW
267
REDW Wealth
New Mexico
$571K -$6.61K -242 -1%
KOC
268
Koss-Olinger Consulting
Florida
$569K – – –
BFIC
269
Bedell Frazier Investment Counselling
California
$568K – – –
MI
270
Moneywise Inc
Virginia
$565K -$46.3K -1,696 -8%
MSFS
271
Main Street Financial Solutions
Pennsylvania
$563K -$71.4K -2,616 -11%
FPCG
272
Fort Pitt Capital Group
Pennsylvania
$561K +$87.3K +3,196 +18%
CIC
273
Carnegie Investment Counsel
Ohio
$556K -$50.9K -1,864 -8%
IAP
274
Indie Asset Partners
Indiana
$553K – – –
VVP
275
Venture Visionary Partners
Ohio
$552K -$98.9K -3,626 -15%
9 10
11
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