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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 %
RI
326
Rinkey Investments
California
$471K +$471K +17,756 New
VCM
327
Vivaldi Capital Management
Illinois
$458K -$119K -4,404 -21%
CWM
328
Cabot Wealth Management
Massachusetts
$457K -$27.1K -1,004 -6%
AAS
329
Ameritas Advisory Services
Nebraska
$456K +$456K +16,924 New
BS
330
Boenning & Scattergood
Pennsylvania
$455K +$105K +3,910 +30%
BG
331
Benedetti & Gucer
Georgia
$449K +$449K +16,694 New
PWA
332
Providence Wealth Advisors
Illinois
$444K +$51.2K +1,934 +13%
IFA
333
Index Fund Advisors
California
$439K +$439K +16,292 New
AC
334
Alley Company
Illinois
$435K +$3.34K +124 +0.8%
JPMorgan Chase & Co
335
JPMorgan Chase & Co
New York
$435K +$67K +2,486 +18%
BWA
336
BDO Wealth Advisors
Florida
$434K -$64.7K -2,400 -13%
MCM
337
Maple Capital Management
Vermont
$434K +$57.7K +2,142 +15%
LHEI
338
Leo H. Evart Inc
California
$434K +$434K +16,086 New
EAM
339
Empirical Asset Management
Massachusetts
$430K +$430K +15,944 New
HDIM
340
Hanson & Doremus Investment Management
Vermont
$420K -$5.49K -204 -1%
H
341
HoyleCohen
California
$420K +$2K +74 +0.5%
MA
342
MONECO Advisors
Connecticut
$415K -$283K -10,764 -41%
Bank of Montreal
343
Bank of Montreal
Ontario, Canada
$411K +$411K +15,168 New
GBWM
344
Granite Bay Wealth Management
New Hampshire
$403K +$403K +14,936 New
WWM
345
Western Wealth Management
Colorado
$396K +$396K +14,670 New
CIC
346
Carnegie Investment Counsel
Ohio
$390K -$40.5K -1,504 -9%
JWS
347
Juncture Wealth Strategies
Arizona
$387K +$387K +14,348 New
SFG
348
StrategIQ Financial Group
Indiana
$385K -$7.54K -280 -2%
CAMG
349
CWA Asset Management Group
Florida
$384K +$384K +14,262 New
ASFA
350
All Season Financial Advisors
Colorado
$380K -$54 -2 -0%
12 13
14
15 16