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Schwab US Aggregate Bond ETF
SCHZ

492 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, 175 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 31

12% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 175

1% more funds holding

Funds holding: 486 → 492 (+6)

3% more capital invested

Capital invested by funds: $4.51B → $4.64B (+$133M)

0.23% less ownership

Funds ownership: 100.54% → 100.31% (-0.23%)

8% less funds holding in top 10

Funds holding in top 10: 52 → 48 (-4)

Holders
492
Holders Change
+6
Holders Change %
+1.23%
% of All Funds
8.61%
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
175
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$61.5M
2
RA
Rational Advisors
New York
+$52.6M
3
Bank of America
Bank of America
North Carolina
+$25.5M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$24.7M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$21.9M

Top Sellers

Rank Fund Capital Flow
1
FC
Ferris Capital
Massachusetts
-$34.5M
2
SFA
Sequoia Financial Advisors
Ohio
-$33.3M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$15.1M
4
CIAS
CFS Investment Advisory Services
New Jersey
-$14.5M
5
SFMG
Sage Financial Management Group
Virginia
-$14.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAP
276
Indie Asset Partners
Indiana
$550K +$55 +2 +0%
WF
277
Whelan Financial
California
$543K +$549K +20,030 New
FC
278
Financial Consulate
Maryland
$536K +$55 +2 +0%
MI
279
Moneywise Inc
Virginia
$533K -$28.9K -1,054 -5%
FA
280
Faithward Advisors
Pennsylvania
$531K -$1.65K -60 -0.3%
CWM
281
Curi Wealth Management
North Carolina
$527K +$112K +4,088 +27%
FPCG
282
Fort Pitt Capital Group
Pennsylvania
$524K -$33.9K -1,238 -6%
CCM
283
Coldstream Capital Management
Washington
$521K +$89.1K +3,250 +21%
HFA
284
HC Financial Advisors
California
$516K – – –
GI
285
GS Investments
Minnesota
$516K +$522K +19,038 New
AL
286
Aspiriant LLC
California
$513K -$5.04K -184 -1%
CGFA
287
Colton Groome Financial Advisors
North Carolina
$512K +$2.03K +74 +0.4%
Royal Bank of Canada
288
Royal Bank of Canada
Ontario, Canada
$510K +$3.73K +136 +0.7%
SIM
289
Sterling Investment Management
Arizona
$506K – – –
MSFS
290
Main Street Financial Solutions
Pennsylvania
$505K -$55.2K -2,012 -10%
BWA
291
BDO Wealth Advisors
Florida
$502K – – –
PAM
292
Peak Asset Management
Colorado
$499K – – –
HWMG
293
Hurlow Wealth Management Group
Indiana
$498K -$4.88K -178 -1%
RTL
294
Red Tortoise LLC
Georgia
$494K +$598K +21,824 New
CSIA
295
Charles Schwab Investment Advisory
California
$492K -$52.6K -1,920 -10%
CWM
296
Cabot Wealth Management
Massachusetts
$487K -$6.31K -230 -1%
SPIA
297
Steward Partners Investment Advisory
New York
$482K -$9.82K -358 -2%
COF
298
Capital One Financial
Virginia
$477K -$172K -6,272 -26%
VVP
299
Venture Visionary Partners
Ohio
$476K -$73.6K -2,686 -13%
SWA
300
Stratos Wealth Advisors
Ohio
$469K +$63.2K +2,304 +15%
10 11
12
13 14

SCHZ Hedge Fund Activity: Q3 2021 in Review

492 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q3 2021, worth a combined $4.64B — up 3% from $4.51B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SCHZ positions and 31 closed out — a net gain of 11 holders — while 196 added to existing stakes and 175 trimmed.

The largest buyer was Charles Schwab, adding an estimated $61.5M. The largest seller was Ferris Capital, exiting entirely with an estimated $34.5M sold.

  • 492 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q3 2021, up from 486 in Q2 2021.
  • Funds reported $4.64B of Schwab US Aggregate Bond ETF stock for Q3 2021, up 3% quarter-over-quarter.
  • 42 funds opened new Schwab US Aggregate Bond ETF positions in Q3 2021 and 31 closed out, a net change of +11 holders.
  • The largest Schwab US Aggregate Bond ETF buyer in Q3 2021 was Charles Schwab, an estimated $61.5M added.
  • The largest Schwab US Aggregate Bond ETF seller in Q3 2021 was Ferris Capital, an estimated $34.5M sold.

Based on aggregated 13F filings for Q3 2021.