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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

485 hedge funds and large institutions have $4.51B invested in Schwab US Aggregate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 199 increasing their positions, 173 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
485
Holders Change
-14
Holders Change %
-2.81%
% of All Funds
8.47%
Holding in Top 10
52
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4%
% of All Funds
0.91%
New
40
Increased
199
Reduced
173
Closed
47
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$93M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$67.1M
3
RA
Rational Advisors
New York
+$35.8M
4
FC
Ferris Capital
Massachusetts
+$34.5M
5
Jane Street
Jane Street
New York
+$26.2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$23M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$19.2M
3
Ameriprise
Ameriprise
Minnesota
-$17.3M
4
MAM
Marotta Asset Management
Virginia
-$16.7M
5
AA
Apriem Advisors
California
-$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHC
351
Fort Henry Capital
West Virginia
$283K +$27.2K +994 +11%
EHC
352
Everett Harris & Co
California
$281K – – –
UFA
353
US Financial Advisors
Massachusetts
$280K -$60.1K -2,200 -18%
OAJ
354
Ogorek Anthony Joseph
New York
$280K -$23.6K -864 -8%
CIAS
355
Capital Investment Advisory Services
North Carolina
$277K +$30.1K +1,100 +12%
EFSCE
356
Enterprise Financial Services Corp (EFSC)
Missouri
$276K -$13.5K -494 -5%
Neuberger Berman Group
357
Neuberger Berman Group
New York
$275K – – –
SA
358
SRH Advisors
Kansas
$274K – – –
BSW
359
Buckingham Strategic Wealth
Missouri
$271K +$271K +9,918 New
MPW
360
MA Private Wealth
California
$268K – – –
REMPR
361
Roof Eidam Maycock Peralta (REMP)
California
$267K – – –
CCA
362
Clearwater Capital Advisors
Illinois
$263K -$306K -11,242 -54%
MA
363
MCF Advisors
Kentucky
$263K -$105K -3,854 -29%
NGA
364
Naples Global Advisors
Florida
$262K -$15.6K -572 -6%
SNBOSCI
365
Security National Bank of Sioux City Iowa
Iowa
$260K +$260K +9,538 New
PA
366
Pinnacle Associates
New York
$258K -$1.91K -70 -0.7%
FSWA
367
Financial Synergies Wealth Advisors
Texas
$249K +$1.04K +38 +0.4%
CAG
368
Crestwood Advisors Group
Massachusetts
$247K +$10.2K +374 +4%
SWM
369
Southern Wealth Management
Texas
$246K +$5.59K +204 +2%
FCIM
370
Fairview Capital Investment Management
California
$244K -$19.1K -700 -7%
SB
371
Strategic Blueprint
Georgia
$243K +$243K +8,896 New
FWM
372
Filbrandt Wealth Management
Wisconsin
$238K – – –
PAS
373
Park Avenue Securities
New York
$238K +$238K +8,710 New
SAF
374
Smith Anglin Financial
Texas
$237K -$86.4K -3,158 -27%
AWM
375
Aevitas Wealth Management
Massachusetts
$235K +$235K +8,590 New
13 14
15
16 17