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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 %
ICG
326
InterOcean Capital Group
Tennessee
$359K +$359K +13,226 New
BS
327
Boenning & Scattergood
Pennsylvania
$352K +$352K +12,990 New
FLA
328
Financial Life Advisors
Texas
$347K – – –
ACG
329
Allen Capital Group
Nebraska
$345K -$71.5K -2,634 -17%
AFA
330
AllGen Financial Advisors
Florida
$342K -$101K -3,708 -23%
FHA
331
Flagship Harbor Advisors
Massachusetts
$335K – – –
CIP
332
Capital Insight Partners
Arizona
$334K -$63.1K -2,322 -16%
TWM
333
Tradition Wealth Management
Minnesota
$331K -$197K -7,276 -37%
WSTAM
334
Wilbanks Smith & Thomas Asset Management
Virginia
$329K +$543 +20 +0.2%
RMDI
335
R.M. Davis Inc
Maine
$326K – – –
WDL
336
Well Done LLC
Michigan
$326K +$326K +12,032 New
QCG
337
Quadrant Capital Group
Ohio
$323K +$17.4K +640 +6%
AIC
338
Ameritas Investment Company
Nebraska
$323K +$74.8K +2,754 +30%
PAS
339
Park Avenue Securities
New York
$323K +$86.3K +3,178 +36%
SFP
340
Strategic Financial Planning
Texas
$316K -$217 -8 -0.1%
IWC
341
Integrated Wealth Concepts
Massachusetts
$316K +$25.7K +950 +9%
QCMNJ
342
Quantum Capital Management (New Jersey)
New Jersey
$315K -$5.05K -186 -2%
AWA
343
Acorn Wealth Advisors
Michigan
$314K -$176K -6,470 -36%
Thrivent Financial for Lutherans
344
Thrivent Financial for Lutherans
Minnesota
$312K -$295K – –
Prudential Financial
345
Prudential Financial
New Jersey
$312K +$13.9K +508 +5%
JWBC
346
John W. Brooker & Co
California
$311K -$7.81K -288 -2%
AFS
347
Access Financial Services
Minnesota
$310K – – –
EFSCE
348
Enterprise Financial Services Corp (EFSC)
Missouri
$310K +$35.8K +1,322 +13%
BFM
349
Broadview Financial Management
Wisconsin
$309K +$6.95K +256 +2%
APA
350
American Portfolios Advisors
New York
$309K -$17.5K -646 -5%
12 13
14
15 16