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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 %
PA
301
PFG Advisors
Arizona
$449K +$103K +3,792 +30%
CIC
302
Carnegie Investment Counsel
Ohio
$434K -$119K -4,398 -22%
AC
303
Alley Company
Illinois
$434K +$6.24K +230 +1%
HDIM
304
Hanson & Doremus Investment Management
Vermont
$429K -$29.4K -1,084 -6%
CFS
305
CRA Financial Services
New Jersey
$426K -$66.9K -2,464 -14%
HF
306
HRT Financial
New York
$423K +$423K +15,622 New
H
307
HoyleCohen
California
$421K +$1.47K +54 +0.3%
SBH
308
Segall Bryant & Hamill
Illinois
$410K – – –
PWA
309
Providence Wealth Advisors
Illinois
$403K -$64.2K -2,366 -14%
TFA
310
Toth Financial Advisory
Virginia
$402K -$16.3K -600 -4%
SFG
311
StrategIQ Financial Group
Indiana
$395K -$85.6K -3,158 -18%
ACM
312
AlphaStar Capital Management
North Carolina
$392K +$392K +14,572 New
FWM
313
Frontier Wealth Management
Missouri
$386K -$9.44K -348 -2%
ASFA
314
All Season Financial Advisors
Colorado
$382K +$382K +14,098 New
FNC
315
First National Corp
Massachusetts
$380K -$80K -2,952 -17%
MCM
316
Maple Capital Management
Vermont
$379K -$38.1K -1,406 -9%
SSWM
317
Sheets Smith Wealth Management
North Carolina
$378K -$2.49K -92 -0.7%
BWP
318
BSW Wealth Partners
Colorado
$377K -$15.3K -562 -4%
MWM
319
Mission Wealth Management
California
$372K +$20.2K +744 +6%
AFP
320
Ausdal Financial Partners
Iowa
$371K +$1.9K +70 +0.5%
JPMorgan Chase & Co
321
JPMorgan Chase & Co
New York
$370K +$52K +1,920 +16%
WFA
322
West Financial Advisors
Iowa
$368K +$4.18K +154 +1%
ZIM
323
Zacks Investment Management
Illinois
$367K -$19.7K -726 -5%
RWA
324
River Wealth Advisors
Pennsylvania
$367K -$3.53K -130 -1%
AL
325
ACAS LLC
California
$363K +$54 +2 +0%
11 12
13
14 15