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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 %
KJWM
251
Kiley Juergens Wealth Management
Washington
$892K -$139K -5,154 -13%
LFA
252
Laraway Financial Advisors
Minnesota
$891K +$891K +33,080 New
ACMA
253
Arbor Capital Management (Alaska)
Alaska
$890K +$890K +33,012 New
T
254
TRUADVICE
Florida
$886K +$886K +34,038 New
AWM
255
Apollon Wealth Management
South Carolina
$885K +$609K +22,606 +221%
RTL
256
Red Tortoise LLC
Georgia
$868K +$280K +10,400 +48%
AHC
257
Anderson Hoagland & Co
Missouri
$861K -$201K -7,582 -19%
TC
258
Tatro Capital
Kentucky
$845K -$12.6K -466 -1%
Wells Fargo
259
Wells Fargo
California
$840K +$379K +14,074 +82%
CAP
260
Columbia Advisory Partners
Washington
$836K +$836K +31,012 New
BL
261
BCWM LLC
Kansas
$833K +$57.2K +2,122 +7%
SIAG
262
Signet Investment Advisory Group
Rhode Island
$832K -$809 -30 -0.1%
SFA
263
Seneca Financial Advisors
New York
$819K +$819K +30,404 New
BAMG
264
Brand Asset Management Group
Missouri
$807K +$52.3K +1,940 +7%
FPCG
265
Fort Pitt Capital Group
Pennsylvania
$807K +$287K +10,640 +55%
KLI
266
Kelman-Lazarov Inc
Tennessee
$797K -$7.22K -268 -0.9%
NFG
267
Next Financial Group
Texas
$795K +$175K +6,506 +28%
VDI
268
Vaughan David Investments
Illinois
$784K -$117K -4,350 -13%
FG
269
Foster Group
Iowa
$784K +$144K +5,338 +22%
WFA
270
Wade Financial Advisory
California
$771K +$18.6K +690 +2%
MA
271
McBroom & Associates
Nevada
$746K +$746K +27,680 New
SFMG
272
Sage Financial Management Group
Virginia
$745K +$745K +27,664 New
GVAG
273
Great Valley Advisor Group
Delaware
$729K – – –
SIC
274
SJS Investment Consulting
Ohio
$725K +$725K +26,914 New
SAM
275
Silverhawk Asset Management
Arizona
$705K +$705K +26,178 New
9 10
11
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