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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
+$60.9M
2
RA
Rational Advisors
New York
+$52M
3
Bank of America
Bank of America
North Carolina
+$25.3M
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
+$21.6M

Top Sellers

1
FC
Ferris Capital
Massachusetts
-$34.5M
2
SFA
Sequoia Financial Advisors
Ohio
-$32.9M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$15M
4
SFMG
Sage Financial Management Group
Virginia
-$14.5M
5
CIAS
CFS Investment Advisory Services
New Jersey
-$14.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WF
276
Whelan Financial
California
$543K +$543K +20,030 New
FC
277
Financial Consulate
Maryland
$536K +$54 +2 +0%
MI
278
Moneywise Inc
Virginia
$533K -$28.6K -1,054 -5%
FA
279
Faithward Advisors
Pennsylvania
$531K -$1.63K -60 -0.3%
CWM
280
Curi Wealth Management
North Carolina
$527K +$111K +4,088 +27%
FPCG
281
Fort Pitt Capital Group
Pennsylvania
$524K -$33.6K -1,238 -6%
CCM
282
Coldstream Capital Management
Washington
$521K +$88.7K +3,250 +21%
HFA
283
HC Financial Advisors
California
$516K – – –
GI
284
GS Investments
Minnesota
$516K +$516K +19,038 New
AL
285
Aspiriant LLC
California
$513K -$4.98K -184 -1%
CGFA
286
Colton Groome Financial Advisors
North Carolina
$512K +$2.01K +74 +0.4%
Royal Bank of Canada
287
Royal Bank of Canada
Ontario, Canada
$510K +$3.69K +136 +0.7%
SIM
288
Sterling Investment Management
Arizona
$506K – – –
MSFS
289
Main Street Financial Solutions
Pennsylvania
$505K -$54.6K -2,012 -10%
BWA
290
BDO Wealth Advisors
Florida
$502K – – –
PAM
291
Peak Asset Management
Colorado
$499K – – –
HWMG
292
Hurlow Wealth Management Group
Indiana
$498K -$4.83K -178 -1%
RTL
293
Red Tortoise LLC
Georgia
$494K +$494K +21,824 New
CSIA
294
Charles Schwab Investment Advisory
California
$492K -$52.2K -1,920 -10%
CWM
295
Cabot Wealth Management
Massachusetts
$487K -$6.24K -230 -1%
SPIA
296
Steward Partners Investment Advisory
New York
$482K -$9.71K -358 -2%
COF
297
Capital One Financial
Virginia
$477K -$170K -6,272 -26%
VVP
298
Venture Visionary Partners
Ohio
$476K -$72.8K -2,686 -13%
SWA
299
Stratos Wealth Advisors
Ohio
$469K +$62.5K +2,304 +15%
Wells Fargo
300
Wells Fargo
California
$464K +$43K +1,584 +10%
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