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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
1
Charles Schwab
California
$1.11B
2
HighTower Advisors
2
HighTower Advisors
Illinois
$108M
3
DWM
3
Destination Wealth Management
California
$49M
4
SFA
4
Sequoia Financial Advisors
Ohio
$47.8M
5
RA
5
Rational Advisors
New York
$155M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$71.8M
2
CW
2
Connectus Wealth
Ohio
$0
3
Jane Street
3
Jane Street
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$22.9M
5
KAS
5
Kestra Advisory Services
Texas
$1.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
276
Spire Wealth Management
Virginia
$704K -$146K -5,402 -17%
SP
277
Successful Portfolios
Florida
$692K -$40K -1,486 -5%
HWA
278
HHM Wealth Advisors
Tennessee
$688K -$9.97K -370 -1%
SIM
279
Sterling Investment Management
Arizona
$685K +$182K +6,752 +36%
PFA
280
Pure Financial Advisors
California
$674K -$46.7K -1,732 -6%
CFA
281
Cahill Financial Advisors
Minnesota
$670K +$650K +24,102 +3,197%
CSIA
282
Charles Schwab Investment Advisory
California
$656K +$168K +6,236 +34%
KWA
283
KCS Wealth Advisory
California
$654K -$71.5K -2,652 -10%
S
284
SignatureFD
Georgia
$644K -$42.6K -1,580 -6%
MPW
285
MA Private Wealth
California
$640K +$640K +23,746 New
CIC
286
Cutler Investment Counsel
Oregon
$631K +$108 +4 +0%
WFA
287
Wipfli Financial Advisors
Wisconsin
$627K -$53.8K -1,998 -8%
TIM
288
Total Investment Management
Arizona
$624K -$29.2K -1,084 -4%
PFS
289
Prospera Financial Services
Texas
$621K -$7.78K -288 -1%
RPG
290
Resource Planning Group
Georgia
$615K -$27K -1,000 -4%
BCP
291
Blue Chip Partners
Michigan
$612K +$4.26K +158 +0.7%
HWM
292
HB Wealth Management
Georgia
$612K +$612K +22,720 New
Kovitz Investment Group Partners
293
Kovitz Investment Group Partners
Illinois
$611K +$611K +21,800 New
FWP
294
Firethorn Wealth Partners
Georgia
$611K +$611K +22,690 New
TA
295
TrueWealth Advisors
Alabama
$604K -$18.4K -684 -3%
G
296
Gainplan
Michigan
$588K -$23.8K -882 -4%
DIS
297
Diversified Investment Strategies
Louisiana
$576K -$298K -11,044 -34%
CWM
298
Curi Wealth Management
North Carolina
$572K +$48.5K +1,800 +9%
MCC
299
Money Concepts Capital
Florida
$572K +$572K +21,210 New
OCM
300
One Capital Management
California
$570K -$38.2K -1,418 -6%
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