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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 %
FC
276
Financial Consulate
Maryland
$533K – – –
AAS
277
Avantax Advisory Services
Texas
$532K -$3.77K -140 -0.7%
IA
278
IFG Advisory
Georgia
$527K -$5.39K -200 -1%
NWS
279
Newport Wealth Strategies
California
$525K -$2.64M -97,850 -83%
AL
280
Aspiriant LLC
California
$523K -$205K -7,590 -28%
HFA
281
HC Financial Advisors
California
$513K – – –
Wells Fargo
282
Wells Fargo
California
$512K +$80.3K +2,976 +19%
DI
283
DAGCO Inc
Ohio
$512K +$512K +18,986 New
Millennium Management
284
Millennium Management
New York
$509K +$509K +18,880 New
Susquehanna International Group
285
Susquehanna International Group
Pennsylvania
$505K -$2.73M -101,154 -84%
SIM
286
Sterling Investment Management
Arizona
$503K – – –
BWA
287
BDO Wealth Advisors
Florida
$503K +$4.05K +150 +0.8%
MWP
288
Madison Wealth Partners
Wisconsin
$499K – – –
PWA
289
Providence Wealth Advisors
Illinois
$498K +$39K +1,446 +9%
FWM
290
Frontier Wealth Management
Missouri
$497K +$172K +6,386 +53%
AWA
291
Acorn Wealth Advisors
Michigan
$494K +$50.2K +1,860 +11%
SPIA
292
Steward Partners Investment Advisory
New York
$493K – – –
CIC
293
Cutler Investment Counsel
Oregon
$493K +$4.26K +158 +0.9%
CWM
294
Cabot Wealth Management
Massachusetts
$491K -$25K -924 -5%
NFG
295
Next Financial Group
Texas
$489K +$45K +1,668 +10%
CSIA
296
Charles Schwab Investment Advisory
California
$482K +$219K +8,114 +83%
H
297
HoyleCohen
California
$473K +$1.08K +40 +0.2%
FPCG
298
Fort Pitt Capital Group
Pennsylvania
$468K -$547K -20,258 -54%
CGFA
299
Colton Groome Financial Advisors
North Carolina
$467K -$94.2K -3,492 -17%
IDA
300
Intelligence Driven Advisers
California
$452K -$31.4K -1,164 -6%
10 11
12
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