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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 %
BWP
351
BSW Wealth Partners
Colorado
$377K +$2.32K +86 +0.6%
VVP
352
Venture Visionary Partners
Ohio
$374K -$98.3K -3,656 -21%
AFP
353
Ausdal Financial Partners
Iowa
$371K +$2.59K +96 +0.7%
FA
354
Faithward Advisors
Pennsylvania
$366K -$161K -5,994 -31%
WFA
355
West Financial Advisors
Iowa
$364K -$1.13K -42 -0.3%
UB
356
UMB Bank
Missouri
$363K +$363K +13,478 New
ZIM
357
Zacks Investment Management
Illinois
$362K -$2.75K -102 -0.8%
MAG
358
Members Advisory Group
New York
$357K +$357K +13,150 New
PAM
359
Peak Asset Management
Colorado
$352K -$144K -5,340 -29%
WSTAM
360
Wilbanks Smith & Thomas Asset Management
Virginia
$350K +$23.4K +866 +7%
FLA
361
Financial Life Advisors
Texas
$345K – – –
FWM
362
Frontier Wealth Management
Missouri
$332K -$51.5K -1,910 -13%
FHA
363
Flagship Harbor Advisors
Massachusetts
$331K – – –
ACG
364
Allen Capital Group
Nebraska
$330K -$12.1K -450 -4%
QCG
365
Quadrant Capital Group
Ohio
$329K +$8.35K +310 +3%
TWM
366
Tradition Wealth Management
Minnesota
$328K -$916 -34 -0.3%
PAS
367
Park Avenue Securities
New York
$327K +$6.31K +234 +2%
RMDI
368
R.M. Davis Inc
Maine
$323K – – –
RWM
369
RBA Wealth Management
California
$323K +$323K +11,972 New
IWC
370
Integrated Wealth Concepts
Massachusetts
$322K +$7.39K +274 +2%
SFP
371
Strategic Financial Planning
Texas
$318K +$3.93K +146 +1%
LCM
372
Liberty Capital Management
Michigan
$315K -$421K -15,632 -57%
TFA
373
Toth Financial Advisory
Virginia
$315K -$84.9K -3,150 -21%
MMA
374
Miracle Mile Advisors
California
$314K +$314K +11,666 New
AWA
375
Acorn Wealth Advisors
Michigan
$312K +$54 +2 +0%
13 14
15
16 17