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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 %
HWMG
301
Hurlow Wealth Management Group
Indiana
$570K +$58.5K +2,100 +11%
RW
302
REDW Wealth
New Mexico
$566K +$2.05K +76 +0.4%
EWM
303
Endowment Wealth Management
Wisconsin
$566K +$566K +21,018 New
TW
304
TrinityPoint Wealth
Connecticut
$563K -$439K -16,316 -44%
BFIC
305
Bedell Frazier Investment Counselling
California
$561K – – –
MI
306
Moneywise Inc
Virginia
$558K +$28.8K +1,068 +5%
MSWMA
307
Market Street Wealth Management Advisors
Indiana
$555K -$65.6K -2,434 -11%
IAP
308
Indie Asset Partners
Indiana
$546K +$54 +2 +0%
FC
309
FCA Corp
Texas
$544K -$832K -30,894 -60%
AP
310
Appleton Partners
Massachusetts
$542K -$97K -3,600 -15%
TWM
311
Triton Wealth Management
Arizona
$539K -$266K -10,142 -33%
UWM
312
USAdvisors Wealth Management
Minnesota
$537K -$98.2K -3,642 -15%
FC
313
Financial Consulate
Maryland
$530K -$2.81K -104 -0.5%
Royal Bank of Canada
314
Royal Bank of Canada
Ontario, Canada
$530K +$24K +892 +5%
WF
315
Whelan Financial
California
$527K -$12.6K -466 -2%
CCM
316
Coldstream Capital Management
Washington
$526K +$11.7K +436 +2%
AFA
317
AllGen Financial Advisors
Florida
$524K +$185K +6,846 +54%
PA
318
PFG Advisors
Arizona
$517K +$70.6K +2,618 +16%
SPIA
319
Steward Partners Investment Advisory
New York
$514K +$35K +1,300 +7%
HFA
320
HC Financial Advisors
California
$513K – – –
GI
321
GS Investments
Minnesota
$505K -$8.41K -312 -2%
CGFA
322
Colton Groome Financial Advisors
North Carolina
$502K -$7.01K -260 -1%
AL
323
Aspiriant LLC
California
$500K -$11.2K -414 -2%
MSFS
324
Main Street Financial Solutions
Pennsylvania
$488K -$13.9K -516 -3%
WF
325
Wayfinding Financial
Washington
$472K +$472K +17,904 New
11 12
13
14 15