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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

491 hedge funds and large institutions have $4.64B invested in Schwab US Aggregate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 196 increasing their positions, 174 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
491
Holders Change
+6
Holders Change %
+1.24%
% of All Funds
8.62%
Holding in Top 10
48
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.69%
% of All Funds
0.84%
New
42
Increased
196
Reduced
174
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
$1.05B
2
RA
Rational Advisors
New York
$124M
3
Bank of America
Bank of America
North Carolina
$38.4M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$24.4M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$282M

Top Sellers

1
FC
Ferris Capital
Massachusetts
$0
2
SFA
Sequoia Financial Advisors
Ohio
$15.5M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$6.59M
4
SFMG
Sage Financial Management Group
Virginia
$0
5
CIAS
CFS Investment Advisory Services
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
376
MCF Advisors
Kentucky
$259K -$2.06K -76 -0.8%
SNBOSD
377
Security National Bank of So Dak
Iowa
$259K +$259K +9,538 New
FWM
378
Filbrandt Wealth Management
Wisconsin
$256K +$18.8K +692 +8%
PA
379
Pinnacle Associates
New York
$255K -$1.63K -60 -0.6%
FSWA
380
Financial Synergies Wealth Advisors
Texas
$249K +$977 +36 +0.4%
SWA
381
Sightline Wealth Advisors
Connecticut
$247K -$189K -6,974 -43%
YIA
382
YHB Investment Advisors
Connecticut
$246K -$1.66M -60,920 -87%
SWM
383
Southern Wealth Management
Texas
$244K +$867 +32 +0.4%
RJA
384
Raymond James & Associates
Florida
$243K +$243K +8,972 New
FCIM
385
Fairview Capital Investment Management
California
$242K – – –
SB
386
Strategic Blueprint
Georgia
$241K -$434 -16 -0.2%
AWM
387
Aevitas Wealth Management
Massachusetts
$234K +$1.25K +46 +0.5%
OWM
388
Orgel Wealth Management
Wisconsin
$233K – – –
CAG
389
Crestwood Advisors Group
Massachusetts
$232K -$13.4K -496 -5%
MWM
390
Meridian Wealth Management
Kentucky
$232K +$1.19K +44 +0.5%
SI
391
Stephens Inc
Arkansas
$231K – – –
LWAC
392
Laurel Wealth Advisors (California)
California
$228K +$9.52K +350 +4%
ODCM
393
Old Dominion Capital Management
Virginia
$227K – – –
FM
394
Foster & Motley
Ohio
$224K -$3.26K -120 -1%
IRC
395
Investors Research Corp
Georgia
$221K -$542 -20 -0.2%
BJL
396
Brighton Jones LLC
Washington
$220K +$707 +26 +0.3%
LFG
397
Larson Financial Group
Missouri
$220K +$30K +1,106 +16%
BIA
398
Barry Investment Advisors
Massachusetts
$216K +$598 +22 +0.3%
XF
399
XML Financial
Maryland
$214K +$214K +7,890 New
OC
400
Oarsman Capital
Wisconsin
$210K -$2.55K -94 -1%
14 15
16
17 18