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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
$999M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$110M
3
RA
Rational Advisors
New York
$72M
4
FC
Ferris Capital
Massachusetts
$34.5M
5
Jane Street
Jane Street
New York
$26.2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
Financial Engines Advisors
Financial Engines Advisors
California
$118M
3
Ameriprise
Ameriprise
Minnesota
$169M
4
MAM
Marotta Asset Management
Virginia
$10.8M
5
AA
Apriem Advisors
California
$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWM
376
Orgel Wealth Management
Wisconsin
$234K – – –
MWM
377
Meridian Wealth Management
Kentucky
$232K +$1.25K +46 +0.5%
SI
378
Stephens Inc
Arkansas
$232K +$232K +8,514 New
FM
379
Foster & Motley
Ohio
$229K -$6.78K -248 -3%
ODCM
380
Old Dominion Capital Management
Virginia
$228K – – –
NL
381
NWAM LLC
Washington
$225K -$34.5K -1,264 -13%
IRC
382
Investors Research Corp
Georgia
$223K – – –
BJL
383
Brighton Jones LLC
Washington
$220K -$190K -6,968 -46%
LWAC
384
Laurel Wealth Advisors (California)
California
$219K +$2.18K +80 +1%
BIA
385
Barry Investment Advisors
Massachusetts
$216K +$600 +22 +0.3%
OC
386
Oarsman Capital
Wisconsin
$214K -$98K -3,590 -31%
LWMT
387
Legacy Wealth Management (Tennessee)
Tennessee
$212K +$212K +7,772 New
PWMG
388
Prestige Wealth Management Group
New Jersey
$210K -$641K -23,450 -75%
LSAG
389
Lake Street Advisors Group
New Hampshire
$210K +$1.91K +70 +0.9%
CMO
390
Covenant Multifamily Offices
Texas
$209K -$16.1K -588 -7%
SS
391
Simplicity Solutions
Minnesota
$206K -$70.6K -2,590 -26%
RC
392
Rinet Company
Massachusetts
$205K -$42.2K -1,546 -17%
WCFA
393
Walkner Condon Financial Advisors
Wisconsin
$205K +$205K +7,564 New
DAS
394
Dynamic Advisor Solutions
Arizona
$203K -$67.6K -2,476 -25%
PCMC
395
Private Capital Management (Colorado)
Colorado
$202K +$202K +7,404 New
TC
396
Truvestments Capital
Florida
$197K +$1.09K +40 +0.6%
LFG
397
Larson Financial Group
Missouri
$191K -$44.5K -1,630 -19%
OIA
398
Optimum Investment Advisors
Illinois
$163K +$6.29K +230 +4%
FRA
399
Front Row Advisors
California
$160K -$13.9K -508 -8%
AF
400
Allworth Financial
California
$156K +$128K +4,678 +452%
14 15
16
17 18