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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

499 hedge funds and large institutions have $4.19B invested in Schwab US Aggregate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 219 increasing their positions, 171 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
-7
Holders Change %
-1.38%
% of All Funds
8.79%
Holding in Top 10
50
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.41%
% of All Funds
0.88%
New
44
Increased
219
Reduced
171
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$895M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$243M
3
RA
3
Rational Advisors
New York
$35.8M
4
OIA
4
OneDigital Investment Advisors
Kansas
$159M
5
Citadel Advisors
5
Citadel Advisors
Florida
$23M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$0
2
Bank of America
2
Bank of America
North Carolina
$10.6M
3
FMP
3
Financial Management Professionals
Texas
$44K
4
HCM
4
Hengehold Capital Management
Ohio
$63.4M
5
SAF
5
Smith Anglin Financial
Texas
$319K
Name Holding Trade Value Shares
Change 		Shares
Change %
FSWA
376
Financial Synergies Wealth Advisors
Texas
$245K +$9.55K +354 +4%
PA
377
PFG Advisors
Arizona
$245K +$25.4K +944 +12%
CIAS
378
Capital Investment Advisory Services
North Carolina
$244K +$10.8K +400 +5%
RC
379
Rinet Company
Massachusetts
$244K +$42.6K +1,580 +21%
MCM
380
Maple Capital Management
Vermont
$242K +$36.8K +1,364 +18%
AFG
381
Alterity Financial Group
Maine
$239K +$239K +9,458 New
SWM
382
Southern Wealth Management
Texas
$237K +$432 +16 +0.2%
FWM
383
Filbrandt Wealth Management
Wisconsin
$236K +$52.3K +1,936 +28%
CAG
384
Crestwood Advisors Group
Massachusetts
$234K -$15.7K -584 -6%
LFG
385
Larson Financial Group
Missouri
$233K -$11K -406 -4%
FM
386
Foster & Motley
Ohio
$233K +$6.33K +234 +3%
OWM
387
Orgel Wealth Management
Wisconsin
$231K – – –
BIM
388
Baldwin Investment Management
Pennsylvania
$229K -$146K -5,396 -39%
MWM
389
Meridian Wealth Management
Kentucky
$228K +$862 +32 +0.4%
ODCM
390
Old Dominion Capital Management
Virginia
$226K – – –
SNBOSD
391
Security National Bank of So Dak
Iowa
$223K – – –
CMO
392
Covenant Multifamily Offices
Texas
$222K -$10.1K -374 -4%
IRC
393
Investors Research Corp
Georgia
$220K -$48.3K -1,796 -18%
LWAC
394
Laurel Wealth Advisors (California)
California
$215K -$314K -11,606 -59%
TLFA
395
True Link Financial Advisors
California
$215K – – –
BIA
396
Barry Investment Advisors
Massachusetts
$213K +$377 +14 +0.2%
DW
397
Domani Wealth
Pennsylvania
$210K -$71.6K -2,656 -25%
LSAG
398
Lake Street Advisors Group
New Hampshire
$206K +$757 +28 +0.4%
JPMorgan Chase & Co
399
JPMorgan Chase & Co
New York
$203K -$68.2K -2,524 -25%
JWS
400
Juncture Wealth Strategies
Arizona
$203K -$6.75K -250 -3%
14 15
16
17 18