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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 %
HWA
251
HHM Wealth Advisors
Tennessee
$703K +$11.9K +440 +2%
S
252
SignatureFD
Georgia
$691K -$75.3K -2,776 -10%
WFA
253
Wipfli Financial Advisors
Wisconsin
$686K -$216K -7,948 -24%
CCM
254
Crabel Capital Management
California
$660K -$2.36M -87,040 -78%
TIM
255
Total Investment Management
Arizona
$658K -$114K -4,186 -15%
RPG
256
Resource Planning Group
Georgia
$646K -$30K -1,106 -4%
FG
257
Foster Group
Iowa
$645K +$109 +4 +0%
AP
258
Appleton Partners
Massachusetts
$643K +$17.5K +644 +3%
UWM
259
USAdvisors Wealth Management
Minnesota
$639K +$639K +23,554 New
CIC
260
Cutler Investment Counsel
Oregon
$635K +$271 +10 +0%
PFS
261
Prospera Financial Services
Texas
$633K -$75K -2,758 -11%
TA
262
TrueWealth Advisors
Alabama
$627K +$923 +34 +0.1%
HB
263
Homrich & Berg
Georgia
$626K -$85.4K -3,148 -12%
MSWMA
264
Market Street Wealth Management Advisors
Indiana
$625K -$705 -26 -0.1%
NFG
265
Next Financial Group
Texas
$624K +$125K +4,594 +25%
SIM
266
Stratos Investment Management
Ohio
$620K +$620K +22,860 New
G
267
Gainplan
Michigan
$614K -$104K -3,838 -14%
OCM
268
One Capital Management
California
$612K – – –
BCP
269
Blue Chip Partners
Michigan
$612K +$3.2K +118 +0.5%
Susquehanna International Group
270
Susquehanna International Group
Pennsylvania
$609K +$609K +22,456 New
VCM
271
Vivaldi Capital Management
Illinois
$580K -$43.2K -1,594 -7%
RW
272
REDW Wealth
New Mexico
$567K – – –
KOC
273
Koss-Olinger Consulting
Florida
$566K +$543 +20 +0.1%
BFIC
274
Bedell Frazier Investment Counselling
California
$564K – – –
IAP
275
Indie Asset Partners
Indiana
$550K +$54 +2 +0%
9 10
11
12 13